Director, Shared Services

Key Responsibilities

• Design and implement a scalable shared services operating model covering Finance, AP/AR, Fixed Assets, Bank Reconciliations, and Reporting across all 7 entities.
• Define and enforce service-level agreements (SLAs), KPIs, and continuous improvement frameworks.
• Partner with entity leaders to ensure alignment between centralized services and local business needs.
• Build and lead a high-performing shared services team; manage hiring, development, and performance management.
• Oversee day-to-day transactional operations across NetSuite, Syteline, Epicor, and Compaqí, ensuring data integrity, process compliance, and system utilization best practices.
• Drive ERP rationalization efforts and identify opportunities to standardize processes across platforms where feasible.
• Collaborate with IT to manage system upgrades, integrations, and issue resolution across all ERP environments.
• Maintain robust intercompany reconciliation and consolidation processes across US and Mexican entities.
• Serve as one of the primary business leads for the enterprise Coupa implementation, representing Shared Services in all workstream discussions.
• Lead change management, user adoption, and training initiatives related to Coupa P2P, Sourcing, and Expense modules.
• Define procurement policies and approval workflows within Coupa, aligned to entity-specific authority matrices.
• Partner with the Coupa project team, systems integrator, and IT to ensure successful go-live and post-deployment optimization.
• Establish Coupa governance standards, supplier onboarding protocols, and catalog management processes.
• Ensure accurate and timely close processes across all entities, supporting consolidated reporting under US GAAP.
• Oversee compliance with Mexican fiscal requirements including SAT e-invoicing (CFDI), tax declarations, and CONTPAQi statutory reporting.
• Maintain internal controls, audit readiness, and SOX-aligned documentation for all shared services functions.
• Manage intercompany transactions, transfer pricing documentation, and cross-border payment processing.
• Identify and execute process improvement initiatives to reduce cycle times, eliminate redundancy, and improve accuracy across shared functions.
• Champion automation and digital transformation efforts in AP, AR, payroll, and reporting workflows.
• Develop and maintain standard operating procedures (SOPs) for all shared services activities.
• Benchmark shared services performance against industry standards and implement best practices.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA, MBA, Accounting Master’s Degree or equivalent advanced degree strongly preferred.
• 10+ years of progressive experience in Finance, Accounting, or Shared Services leadership roles.
• Demonstrated experience managing multi-entity, multi-currency operations.
• Hands-on experience with various ERP Systems.
• Proven experience as a key contributor or lead in software or controls implementation (SOX controls, employee expense modules, P2P, Sourcing, or Expenses modules).
• Strong understanding of US GAAP, intercompany accounting, and consolidation principles.
• Exceptional communication and stakeholder management skills; ability to influence at all levels of the organization.
• Strong excel skills
• Fluency in English required.

Leadership Competencies

• Strategic Thinking: Translates organizational goals into actionable shared services roadmaps.
• Operational Rigor: Maintains discipline and accountability in high-volume transactional environments.
• Systems Fluency: Quickly navigates complex technology landscapes and drives adoption.
• Change Leadership: Guides teams and stakeholders through transformation with clarity and composure.
• Cross-Cultural Collaboration: Builds trust and effectiveness across business cultures.
• Data-Driven Decision Making: Uses metrics, dashboards, and analytics to drive performance.