Director, Management Consulting (Chicago)
BDO USA
JOB DESCRIPTION
The Management Consulting Director is responsible for planning, managing, executing and leading a team of Staff in technology consulting related engagements, including ERP Integration; Software Selection/Implementation; Business Process Improvement; Technology Operations; IT Strategy; IT Infrastructure assessment, selection, design and implementation; Technology Compliance (e.g., HITRUST, NIST, ISO) assessment, remediation and certification; in addition to Business Transformation and Operational Excellence efforts.
Job Summary
The Management Consulting Director is responsible for planning, managing, executing and leading a team of Staff in technology consulting related engagements, including ERP Integration; Software Selection/Implementation; Business Process Improvement; Technology Operations; IT Strategy; IT Infrastructure assessment, selection, design and implementation; Technology Compliance (e.g., HITRUST, NIST, ISO) assessment, remediation and certification; in addition to Business Transformation and Operational Excellence efforts. In this role, the Director is charged with managing teams of professionals through all potential project stages of diagnostic, planning, solution design and solution delivery to include managing engagement economics, accurate status reporting, quality control and legal risks to the Firm. The Director is responsible for ensuring exceptional client service and high-quality engagement deliverables. The Director is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies. The Director is responsible for managing all aspects of client pursuits and advice to the practice leadership, professional development, thought leadership and business development including all phases of the client proposal process. The Director is responsible for all aspects of practice administration including time entry, client contract administration, billings, collections and adjustments to engagement realization when needed. The Director is also expected to spend a significant amount of time marketing and networking for new business, including identifying, pursuing and leading new business proposals. In addition, the Director will work with Practice Leaders to help build and expand services related to core market offerings of the practice.
Job Duties
Business Development
- Collaborates with Partners and Managing Directors in identifying, pursuing and winning new business opportunities
- Leads BDO pitch team for middle market and selective large and global company opportunities
- Collaborates with pitch team in responding to new business inquiries
- Cross-sells other BDO services (forensics, corporate finance, valuation, tax, due diligence, litigation, assurance, etc.)
- Assists with the expansion of Management Consulting offerings
- Identifies new business opportunities to expand the Management Consulting practice and communicates such opportunities to his/her peers and practice leadership
- Works closely with the practice leadership to manage marketing and business development activities within practice
- Oversees the development of draft proposals and reports, and completes research, when needed
- Develops thought leadership for the MC practice by developing whitepapers and presentations on topics relevant to clients and the profession
- Works closely with MC leadership to refresh marketing materials and website content, when needed
- Collaborates with not only MC leaders to service clients and expand our presence in the marketplace, but also other practice leaders to bring the best solutions to our clients and prospects
Engagement Project Leadership
- Drives professional, exceptional, high quality client service
- Oversees, guides and mentors managers and staff on professional client service delivery excellence
- Takes lead role in preparing and executing BDO engagement strategy as project leader in consultation with engagement partner
- Serves as a high level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified
- Ensures the development of efficient and effective project plans and project controls
- Evaluates and recommends alternative courses of action and potential solutions to achieve best result for client
- Ensures client service team appropriately analyzes client’s performance through financial results, KPIs and market growth
- Ensures the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues and opportunities
- Oversee and drive value-based diagnostic and analysis of performance improvement opportunities
- Reviews and approves engagement budgets and identifies opportunities to improve engagement efficiencies, where possible
- Ensures the preparation of periodic and timely billings, and ensures timely adjustments to engagement realization, as needed
- Directs multiple client engagements and underlying economics to ensure engagement metrics are achieved
- Identifies and informs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client’s industry
- Identifies, grows and maintains strategic relationships with client personnel, including members of client management
- Responsible for the preparation of formal and informal presentations for client meetings for status and reporting purposes
- Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors and staff
- Other duties as required
Supervisory Responsibilities
- Supervises the workload of MC Managers as well as Senior Associates and Associates (when necessary) on assigned engagements and reviews work product
- Ensures MC Managers, Senior Associates and Associates are trained on all relevant software, practice tools and processes
- Evaluates the performance of MC Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
- Delivers periodic performance feedback and completes performance evaluations for MC Senior Associates and Associates in accordance with Firm guidance
- Acts as mentor to MC Managers, Senior Associates and Associates, as appropriate
- Acts as a leader and projects a professional, positive attitude toward client and firm personnel
Education
Qualifications, Knowledge, Skills and Abilities:
- Bachelor’s degree, required; degree with a focus in Computer Science, Business, Accounting or Finance, preferred OR seven (7) or more years of Management Technology Advisory Services experience, required
- MBA, preferred
Experience
- A minimum of ten (10) years of experience within an internal or external consulting capacity, with a consulting firm, public accounting firm or Fortune 1000 company performing Management Consulting and Change Management as a Finance Operations, Merger and Acquisitions, Operations or Information Technology Subject Matter Expert, required
- Prior significant supervisory experience, required
- Prior experience with project management, change management, stakeholder management, gap analysis, process design, workflow analysis, organization design and development, lean concepts, documentation and testing of new business capabilities and tools, business cases and identification and reporting of opportunities, required
- Prior experience performing process reviews, systems reviews, and reviews of application effectiveness, preferred
- Prior experience assessing, selecting, designing and implementing technical solutions, preferred
- Prior experience working within a national consulting organization, preferred
- Prior experience in client marketing and successfully managing multiple client pursuits and proposal efforts, preferred
License/Certifications
- PMP, CPA, ITIL, ISO 27001, HITRUST CCSF or TOGAF certification, preferred
Software
- Proficient in the use of Microsoft Office Suite, including Excel, Word, and PowerPoint, preferred
- Proficiency MS Visio for Process Analysis, preferred
- Familiarity with various common middle market ERP solutions and/or familiarity of software development methodologies and/or experience working with architecture frameworks, preferred
Other Knowledge, Skills & Abilities
- Excellent verbal and written communication skills, including the ability to review work product developed by others
- Willingness to go above and beyond to provide superior work product while meeting engagement deadlines -- Superior analytical skills, including ability to identify issues and anomalies
- Solid organizational skills, especially ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Ability to effectively manage a team of professionals and delegate work assignments as needed
- Ability to build and maintain strong relationships with internal and client personnel
- Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
- Executive presence and ability to act as primary contact on assigned engagements
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