Senior Director | Advisory Operations

CBIZ, Inc.•Philadelphia, PA

32d

About The Position

The Senior Director | Advisory Operations, provides strategic and day-to-day operational support for national advisory teams. By partnering with leadership as a change agent, the Senior Director drives value, growth, and profitability, enabling client-facing teams to focus on service delivery and business development. This role works closely with both the National Advisory Leadership and National Operations Leadership, serving as a trusted advisor for operational objectives, financial planning, and strategic management. Key areas of focus include financial planning, analysis and reporting, process improvement, and consultative support.

Requirements

Bachelor's degree (minimum)
At least 10 years' of relevant experience
Demonstrated ability to manage global teams and complex projects
Proficiency in financial management and business operations
Ability to communicate professionally at all organizational levels
Exceptional organizational and interpersonal skills
Ability to travel as needed

Nice To Haves

Bachelor's degree; advanced degree in finance, business, or consulting preferred.
10 years of relevant experience, including significant leadership in advisory teams and multi-geography management.
Strong background in financial planning & analysis and consultative operations within a professional services environment.
Excellent analytical, problem-solving, and written/verbal communication skills.
Proven ability to think strategically and execute operational initiatives hands-on.
Willingness and ability to travel based on business needs; office presence minimum 3 days/week.
5+ years in a professional services firm, ideally in finance, consulting, or financial planning & analysis roles.
Experience managing diverse teams with varied backgrounds and expertise.
Deep understanding of business principles, including finance, marketing, and strategy, with demonstrated decision-making impact.
Ability to manage multiple high priority matters under pressure.
Demonstrated skill in influence without authority, negotiation, conflict resolution, and process improvement.

Responsibilities

Partner with national leadership to oversee comprehensive financial planning and analysis for advisory operations, including annual budgeting, long-term forecasting, and scenario modeling.
Lead financial planning and analysis initiatives to guide strategic decisions and promote business objectives.
Conduct in-depth analysis of client profitability, service line performance, and resource utilization to recommend operational improvements and growth strategies.
Monitor and report on key performance indicators (KPIs), proactively identifying trends, risks, and opportunities to inform executive action.
Drive implementation of national strategies and process improvements, focusing on automation, technology adoption, and operational consistency.
Support acquisition evaluation, due diligence, and post-merger integration efforts from a financial planning perspective.
Serve as project manager for key initiatives and operational changes as identified by business unit and national leadership.
Serve as a key financial strategist for national advisory operations, driving profitability, cost management, and sustainable growth.
Oversee financial operations such as budgeting, forecasting, KPI reporting, billing/collections, write-downs, expense control, and SOX compliance.
Review, analyze, and report on financial results, translating complex data into actionable insights for executive leadership.
Guide operational decision-making by presenting financial scenarios, risk assessments, and recommendations that support corporate and client objectives.
Participate in national working groups to advance standard practices, policies, and operational initiatives.
Mentor and develop financial and operational staff, fostering analytical skills, technical proficiency, and a growth-oriented mindset.
Successfully communicate, influence, and collaborate across all organizational levels.