Business Performance Improvement - Finance & Performance Management (Financial Services) Director

You Belong Here. The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success.

About the role

The Business Performance Improvement (BPI) practice is seeking a Director to join our growing Financial Services team. Directors are focused on developing business opportunities in the marketplace and are valuable leaders within our organization and the business community. Directors pride themselves on client satisfaction and, as leaders on engagements, ensure that each engagement project is performed to Protiviti's standards of quality and meets the needs of the client.

Directors, partnering with the Managing Directors, ensure that each client project is completed with the client satisfied with our service and the quality of our work. Directors develop lasting relationships within the business community and are respected for their areas of expertise — shaping and executing enterprise process excellence strategy with executive stakeholders across banking, capital markets, and wealth and asset management clients.

Responsibilities

• Build trusted relationships with C-level executives and provide superior service that is used as a reference in obtaining additional work.
• Take the lead role in maintaining primary contact with significant clients while managing their expectations, project scope, and related operational matters.
• Participate in engagement sales opportunities and consistently develop work at existing clients.
• Convert client business challenges into additional sales opportunities.
• Discover new opportunities with current and potential clients through thought leadership, proposal writing, and client interactions.
• Design and develop thought leadership materials to share with colleagues and your network.
• Promote Protiviti's mission, vision, and values and encourage collaboration across teams to ensure effective execution.
• Lead project management and team leadership, directing cross-functional teams across process intelligence, re-engineering, and AI/automation to implement scalable solutions.
• Evaluate existing business processes, recommend enhancements, and implement changes at scale, including building enterprise process inventories and repeatable process transformation playbooks.
• Assist clients with managing change through the implementation of proposed recommendations.
• Lead significant client checkpoint meetings related to project progress.
• Lead transformational finance and accounting projects, including investor/fund performance reporting and month-end close optimization.

Requirements

• Advanced verbal and written communication skills, including documentation of findings and recommendations.
• Experience leading transformational finance and accounting projects.
• Strong interpersonal skills to interact in a team environment and foster client relationships.
• Experience participating in or leading business development opportunities.
• Knowledge of finance strategy development and process improvement, including order-to-cash, procure-to-pay, and record-to-report.
• Strong understanding of shared services and global business services design and implementation, including Target Operating Model (TOM) design, managed services, and offshoring advisory.
• Experience in robotic process automation and intelligent automation, outsourcing and offshoring advisory, financial planning and analysis (FP&A), financial close, consolidation, and reporting.
• Proficiency with process and task mining tools such as Microsoft Power Automate, UiPath, and Celonis, and process mapping/BPMN tools such as SAP Signavio, IBM Blueworks, Nintex Process Manager, and Microsoft Visio.
• Experience supporting accounting transitions, including lease accounting, revenue recognition, reconciliation, and restatement support.
• Experience supervising teams, including performance appraisal, mentoring and coaching, work oversight and review, cross-team coordination, and team member motivation.

Qualifications

• Bachelor's degree in a relevant discipline (e.g., Accounting, Finance, Information Technology or Business-Related Field); Master's degree in Accountancy or related field is a plus.
• 15+ years of experience leading teams within a consulting or financial services environment in one or more of: finance operating model design, performance management, shared services design and implementation, outsourcing advisory, and process/digital transformation.
• Proficiency in Microsoft Office 365 suite applications.
• Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.

It is expected that you will reside within a reasonable daily commute of your assigned Protiviti home office by your start date. Protiviti employees work in a hybrid environment which means you will be required to work from a variety of locations including your Protiviti home office, an in-town and/or out-of-town client site, and/or from a remote location such as your residence. It is expected that you will be available to be physically present at the required work location and that you will have access to reliable transportation.

Pay

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills, and geographic work location.

Salary range: $176,000.00 - $300,000.00

Annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Bonus target opportunity: 20%

Total cash range: $211,200.00 - $360,000.00

Benefits

• Medical, dental, and vision coverages
• FSA and HSA healthcare accounts
• Life and accident insurance
• Adoption and fertility assistance
• Paid parental leave up to 10 weeks
• Short/long term disability
• Company 401(k) savings and investment plan with an employer match of 50% on the first 6% of contributions
• Choice Time Off (CTO) for vacation, personal needs, and sick time (up to 20 days per calendar year for new hires)
• Up to 11 paid holidays each calendar year

Learn more about the variety of rewards we offer at Protiviti.