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Job Summary:

The Global Services Initiatives and Process Excellence Director is responsible for driving high impact Procure to Pay (PTP) and Credit to Cash (CTC) initiatives while expanding the Global Services function into a mature best in class organization. This role drives standardized service delivery, performance management, and continuous improvement across global finance operations, with a strong focus on SLAs, metrics, customer engagement, and value realization.

The role partners closely with finance delivery teams, IT, and business leaders to deliver scalable, efficient, and customer centric services.
 

Job Duties:

• Leads endtoend execution of PTP and CTC process transformation initiatives, including process standardization, system enablement, and operating model design
• Oversees and develops the Global Process Leads in the PTP and CTC areas
• Oversees initiatives across various accounts payable, vendor management, cash management, receivables, billing, collections, dispute management, and cash application
• Partners with IT and finance teams on ERP, workflow, and automation projects, (e.g., AP automation, billing enhancements, credit and collections optimization), focusing on delivering best in class processes
• Ensures controls, compliance, and audit requirements are embedded into all PTP and CTC processes
• Defines knowledge management strategy to ensure each process in OTC and PTP have fully documented SOPs
• Establishes and scales an Operational Excellence framework for Global Services 
• Owns performance management across Global Services, ensuring transparency, accountability, and continuous improvement
• Drives root cause analysis and corrective actions for SLA misses, quality issues, and customer pain points
• Embeds Lean, Six Sigma, or similar methodologies to improve cycle time, quality, and cost
• Defines and institutionalizes operational metrics across PTP and CTC 
• Develops executivelevel dashboards and operational reviews to communicate performance, trends, and improvement opportunities
• Builds strong relationships with internal customers, balancing service quality with cost and standardization objectives
• Identifies, prioritizes, and delivers continuous improvement initiatives across PTP and OTC processes
• Establishes a demand pipeline of improvement ideas and manages execution through disciplined project governance
• Other duties as required

Supervisory Responsibilities:

• Monitors and provides performance feedback of all personnel reporting to this position throughout the performance year
• Ensures all direct reports are effectively trained on systems and processes related to the finance department
• Prepares and conducts annual performance reviews for all direct reports
• Assists direct reports with prioritization of workload, communications, etc. and delegates work assignments to direct reports as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

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

Experience:

• Ten (10) or more years of experience in finance operations, shared services, or transformation roles required
• Leadership experience delivering PTP and CTC projects at scale, required
•  Experience designing and managing SLAs, KPIs, and service frameworks required

License/Certifications:

• Six Sigma Green Belt, preferred

Software:

• Proficiency with Microsoft Office Suite, specifically Word and Excel, required 
• Oracle Financials or similar software experience, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong understanding of finance processes, controls, and operational metrics
• Demonstrated ability to lead crossfunctional initiatives and influence senior stakeholders
• Strong organizational abilities and problem-solving skills
• Excellent verbal and written communication skills
• Financial acumen
• Analytical ability
• Excellent time management skills
• Project management skills

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $175,000 - $190,000
Maryland Range:  $175,000 - $190,000
NYC/Long Island/Westchester Range:  $175,000 - $190,000

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional "benefits."  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets