Dir Finance Transformation & Strategic Initiatives

About the role

The Director, Finance Transformation & Strategic Initiatives will report to the Chief Financial Officer and play a key role in supporting Baylor Genetics’ finance transformation, enterprise planning, and strategic execution priorities. This role will serve as a project management and execution lead for finance-led initiatives that require coordination across multiple internal and external stakeholders. The Director will help bring structure, discipline, and accountability to complex cross-functional projects involving Finance, Accounting, FP&A, Legal, IT, HR, Operations, Revenue Cycle Management, Commercial, external advisors, auditors, and consultants.

The ideal candidate will have a background in consulting, Big Four advisory, finance transformation, project management, business operations, or a similar role requiring strong organization, communication, and execution skills. This individual does not need to be a technical accounting expert, but should be financially literate, comfortable working with senior stakeholders, and able to manage multiple interconnected workstreams in a fast-moving environment. The role is designed for someone who can operate as a hands-on project manager, create clear tracking tools and executive-ready updates, manage follow-up across functions, and help the CFO drive execution against key finance and enterprise priorities.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field required. MBA, CPA, PMP, or other relevant credential preferred but not required.
• Experience: Minimum of 7 to 10 years of relevant experience in consulting, finance transformation, project management, corporate finance, business operations, or advisory. Prior experience at a consulting firm, Big Four advisory practice, finance transformation team, or high-growth company strongly preferred.
• Experience managing complex cross-functional projects with multiple stakeholders, timelines, dependencies, and deliverables.
• Experience supporting finance transformation, enterprise project management, process improvement, audit readiness, systems implementation, reporting enhancement, or operating model improvement initiatives preferred.
• Strong project management skills, including the ability to build workplans, track milestones, manage action items, identify dependencies, and escalate issues.
• Strong communication skills with the ability to prepare clear updates for the CFO, executive leadership, external advisors, and other senior stakeholders.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities at once.
• Ability to operate effectively in a fast-growing, dynamic organization.
• Proficiency in Microsoft Excel, PowerPoint, and project tracking tools required.

Responsibilities

• Finance Transformation Project Management: Support the CFO in managing finance transformation and strategic initiative workstreams, including timelines, milestones, deliverables, dependencies, issue tracking, and executive-level status reporting.
• Strategic Initiative Support: Assist with enterprise-level initiatives that support the company’s continued growth, operational scale, reporting discipline, and finance infrastructure.
• PMO Governance: Help establish and maintain project management structures, including project plans, workstream trackers, issue logs, decision logs, meeting cadence, agendas, and action item follow-up.
• Cross-Functional Coordination: Coordinate with internal teams across Accounting, FP&A, Legal, IT, HR, Operations, Revenue Cycle Management, and Commercial to ensure open items are tracked and completed.
• External Advisor Coordination: Serve as a coordination point for external advisors, consultants, auditors, and legal counsel supporting finance and enterprise transformation initiatives.
• Executive Status Reporting: Prepare concise status updates for the CFO and executive leadership team, including progress against milestones, upcoming deadlines, key risks, required decisions, and escalation items.
• Meeting Management: Prepare meeting materials, manage agendas, document key takeaways, and track follow-up actions from working sessions and project meetings.
• Issue and Risk Tracking: Identify potential delays, resource constraints, unclear ownership, and cross-functional dependencies that may impact execution timelines.
• Process Documentation: Help document finance processes, governance structures, operating procedures, and reporting requirements as the company continues to scale.
• Accountability and Follow-Through: Drive follow-up across workstreams by ensuring owners understand deliverables, deadlines, and next steps.
• Continuous Improvement: Bring a structured, consulting-style approach to problem solving, project execution, communication, and process improvement.
• Additional duties as assigned.

Key Attributes

• Highly organized and detail-oriented.
• Strong project management discipline.
• Consulting-style problem solving.
• Clear written and verbal communication.
• Comfortable managing follow-up across senior stakeholders.
• Able to create structure in ambiguous situations.
• Financially literate, but not required to be a technical accounting expert.
• Execution-oriented and proactive.
• High degree of ownership and follow-through.
• Comfortable working in a fast-paced, high-growth environment.
• Strong judgment on when to escalate issues and drive decisions.