Global Services Initiatives and Process Excellence Director

BDO USA•Columbus, OH

About The Position

The Global Services Initiatives and Process Excellence Director is responsible for driving high impact Procure to Pay (PTP) and Credit to Cash (CTC) initiatives while expanding the Global Services function into a mature best in class organization. This role drives standardized service delivery, performance management, and continuous improvement across global finance operations, with a strong focus on SLAs, metrics, customer engagement, and value realization. The role partners closely with finance delivery teams, IT, and business leaders to deliver scalable, efficient, and customer centric services.

Requirements

Bachelor’s degree required; focus in Finance, Accounting, Business, Operations, preferred
Ten (10) or more years of experience in finance operations, shared services, or transformation roles required
Leadership experience delivering PTP and CTC projects at scale, required
Experience designing and managing SLAs, KPIs, and service frameworks required
Proficiency with Microsoft Office Suite, specifically Word and Excel, required
Strong understanding of finance processes, controls, and operational metrics
Demonstrated ability to lead cross‑functional initiatives and influence senior stakeholders
Strong organizational abilities and problem-solving skills
Excellent verbal and written communication skills
Financial acumen
Analytical ability
Excellent time management skills
Project management skills

Nice To Haves

Six Sigma Green Belt, preferred
Oracle Financials or similar software experience, preferred

Responsibilities

Leads end‑to‑end execution of PTP and CTC process transformation initiatives, including process standardization, system enablement, and operating model design
Oversees and develops the Global Process Leads in the PTP and CTC areas
Oversees initiatives across various accounts payable, vendor management, cash management, receivables, billing, collections, dispute management, and cash application
Partners with IT and finance teams on ERP, workflow, and automation projects, (e.g., AP automation, billing enhancements, credit and collections optimization), focusing on delivering best in class processes
Ensures controls, compliance, and audit requirements are embedded into all PTP and CTC processes
Defines knowledge management strategy to ensure each process in OTC and PTP have fully documented SOPs
Establishes and scales an Operational Excellence framework for Global Services
Owns performance management across Global Services, ensuring transparency, accountability, and continuous improvement
Drives root cause analysis and corrective actions for SLA misses, quality issues, and customer pain points
Embeds Lean, Six Sigma, or similar methodologies to improve cycle time, quality, and cost
Defines and institutionalizes operational metrics across PTP and CTC
Develops executive‑level dashboards and operational reviews to communicate performance, trends, and improvement opportunities
Builds strong relationships with internal customers, balancing service quality with cost and standardization objectives
Identifies, prioritizes, and delivers continuous improvement initiatives across PTP and OTC processes
Establishes a demand pipeline of improvement ideas and manages execution through disciplined project governance
Monitors and provides performance feedback of all personnel reporting to this position throughout the performance year
Ensures all direct reports are effectively trained on systems and processes related to the finance department
Prepares and conducts annual performance reviews for all direct reports
Assists direct reports with prioritization of workload, communications, etc. and delegates work assignments to direct reports as appropriate
Other duties as required