Director of Transformation

Overview

Hybrid Remote - Must be local to Dallas, Texas metro area.

The Director of Transformation leads data-driven initiatives to enhance margin, productivity, and overall operational performance across the organization. This role converts insights into action by driving disciplined execution, advanced analytics, and cross-functional collaboration to deliver measurable results. The position is primarily focused on supporting and advancing initiatives within the Financial Shared Services organization.

Responsibilities

• Lead the design and execution of transformation initiatives within Financial Shared Services (Billing, AP, AR, Pricing, and Master Data).
• Identify and prioritize opportunities to improve billing accuracy, cycle times, cash flow, margin performance, and cost-to-serve.
• Develop clear business cases, success metrics, and ROI tracking to ensure initiatives deliver measurable financial impact.
• Standardize and optimize end-to-end financial processes across business units to reduce variability and inefficiencies.
• Serve as a strategic partner to Finance leadership on operating model improvements, scalability, and growth enablement.
• Partner with Finance, Operations, and Commercial teams to improve billing accuracy, revenue capture, pricing execution, and margin performance.
• Drive improvements in labor rate realization, contract compliance, and cost transparency.
• Reduce revenue leakage and rework by strengthening upstream data quality and process discipline.
• Enhance forecasting accuracy, backlog visibility, and reporting consistency.
• Track and validate financial outcomes to ensure initiatives deliver measurable business value.
• Lead cross-functional teams and influence without direct authority to deliver complex change initiatives.
• Develop and execute change management and communication plans to drive adoption and sustain results.
• Build transformation capabilities within the organization by coaching leaders and developing internal talent.
• Foster a culture of accountability, data-driven decision-making, and continuous improvement.
• Partner with IT and Digital teams to implement and optimize ERP, billing systems, reporting tools, and data platforms.
• Enable improved decision-making through accessible, accurate, and actionable financial and operational data.
• Ensure technology investments deliver tangible business value, particularly in automation, reporting, and integration.
• Support initiatives involving AI, reporting automation, and workflow tools that enhance Financial Shared Services performance.

Qualifications

• 10+ years of experience in transformation, finance, shared services, or operations roles.
• Proven success leading complex, cross-functional initiatives with measurable financial outcomes.
• Strong program and project management skills, including roadmap development, dependency management, and risk mitigation.
• Deep understanding of financial processes (billing, AR/AP, pricing, reporting) and their operational dependencies.
• Strong analytical and financial acumen with the ability to translate data into actionable insights.
• Preferred experience in a shared services or centralized finance environment.
• PMP, Agile, or similar certification.
• Experience with ERP, CRM, billing, or pricing systems.
• Background in industrial or services-based businesses.
• Experience driving process standardization across a decentralized organization.