Director, Strategic Initiatives

Job Summary:

The Director, Strategic Initiatives, will lead and support integration activities for any M&A activities, including expansions. Additionally, this role will be focused on key initiatives in relation to our project management activities to ensure proper US GAAP recognition and timing as well as the development of proper internal controls. This role will support other activities as required.

Job Duties:

M&A integration activities on behalf of the Finance department

• Evaluates and executes on opportunities to drive growth and/or operational excellence, in partnership with business/operational leaders
• Identifies core and critical issues to business performance and clearly communicate strategy, progress, and results across organizational boundaries and levels
• Designs and conducts qualitative and quantitative research and analyses, and presenting findings to leadership
• Maps incoming business into BDO's financial formats and business lines, and integrating them into BDO's operational processes
• Assists the FP&A teams with budget updates related to expansions or acquisitions
• Works closely with Due Diligence teams and / or performs due diligence on potential expansion firms prior to deal closure

Project Management activities

• Designs & upgrades existing project management processes to align with new ERP business processes around revenue & reserves
• Ensures US GAAP standards are met for revenue recognition
• Oversees project cost adjustments and project closures
• Develops internal controls to ensure compliance

Other duties as required

Supervisory Responsibilities:

• May direct others as part of the expansion process but position will not have any direct reports currently

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree required; focus in Accounting or Finance, preferred

Experience:

• Ten (10) or more years of Finance Management experience, required
• Financial Planning & Analysis experience, preferred
• Supervision experience, preferred

License/Certifications:

• CPA, preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, required
• OneStream or similar Business Intelligence systems experience, preferred
• Experience with Oracle Cloud ERP or similar ERP system, preferred

Other Knowledge, Skills & Abilities:

• Strong verbal and written communication skills
• Excellent customer relationship skills
• Able to work in a deadline-driven environment while handling multiple complex projects/tasks simultaneously with a focus on details
• Able to rely on extensive experience and judgement to plan, execute and accomplish goals
• Ability to work well under pressure while dealing with unexpected problems in a professional manner
• Communicate and interact with all levels of employees and management
• Excellent project management skills
• Able to interact and build consensus among people