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Director, Management Advisory Services – Finance Transformation and Shared Services

BDO Consulting

This is a Full-time position in Atlanta, GA posted November 8, 2021.

The Management Advisory Services (MAS) Director is responsible for planning, managing, executing, and leading a team of Staff in technology consulting related engagements, including ERP Integration; Software Selection/Implementation; and IT Strategy.

As well as Business Process Improvement, Financial & Accounting Operations, and Business Transformation and Operational Excellence efforts.

In this role, the MAS 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 MAS Director is responsible for ensuring exceptional client service and high-quality engagement deliverables.

The MAS Director is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies.

The MAS 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 MAS 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 MAS 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 MAS Director will work with Practice Leaders to help build and expand services related to core market offerings of the practice.

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 Advisory Services offerings

– Identifies new business opportunities to expand the Management Advisory Services 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 MAS practice by developing whitepapers and presentations on topics relevant to clients and the profession

– Works closely with MAS leadership to refresh marketing materials and website content, when needed

– Collaborates with not only MAS 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

Supervisory Responsibilities:

– Supervises the workload of MAS Managers as well as Senior Associates and Associates (when necessary) on assigned engagements and reviews work product

– Ensures MAS Managers, Senior Associates and Associates are trained on all relevant software, practice tools and processes

– Evaluates the performance of MAS 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 MAS Senior Associates and Associates in accordance with Firm guidance

– Acts as mentor to MAS Managers, Senior Associates and Associates, as appropriate



– Bachelor’s degree, required

– Focus in Computer Science, Business, Accounting or Finance, preferred; OR

– Seven (7) or more years of Management Advisory Services experience, required

– MBA, preferred


– 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 Transformation, Shared Services, Finance Operations, Merger and Acquisitions, Operations, or Information Technology Subject Matter Expert, required

– Prior experience working within a national consulting organization, preferred

– Prior significant supervisory experience, required

– Significant knowledge of assessment or benchmarking techniques, required

– Prior experience performing process reviews, systems reviews, and reviews of application effectiveness, preferred

– Prior experience assessing, selecting, designing, implementing, and optimizing technical solutions, preferred

– 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 in client marketing and successfully managing multiple client pursuits and proposal efforts, preferred


– PMP or CPA certification, preferred


– 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 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

– Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm

– Ability to collaborate with partners and managers within other service lines and industries, as well as Advisory leaders

– Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions

– Capable of working in a demanding, deadline driven environment with a focus on details and accuracy

– Solid project management skills

– Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting

– Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients

– Capable of resolving complex business issues and proactive problem solving

– Capacity to build and maintain strong relationships with internal and client personnel

– Ability to travel, as needed

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