Global Services Initiatives and Process Excellence Director

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 end‑to‑end 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 executive‑level 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 cross‑functional 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

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
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