Director, Strategy – Transformation

This is a fully remote position, open to applicants in California, +6 more states.

📋 Description

• Guide Baker Tilly and client resources in defining strategies, envisioning future states, developing target operating models, and delivering transformation projects.

• Leverage finance, accounting, industry, and operational expertise to align client organizations with their strategic objectives and establish target operating frameworks.

• Create operational metrics, outline roles and responsibilities, and design organizational structures.

• Standardize finance processes, oversee contract financial compliance, and document policies and procedures.

• Establish reporting structures and effective governance frameworks.

• Assess current conditions, identify gaps, and offer strategic recommendations to enhance and mature operating models.

• Develop, manage, and evaluate project approaches and plans throughout the analyze, design, build, test, and deploy phases.

• Gather and articulate requirements through interviews, document analysis, workshops, surveys, and site visits.

• Ensure adherence to federal financial regulations while mitigating financial, operational, and regulatory risks.

• Oversee and execute multiple projects, coordinating staffing resources, deadlines, and end-user expectations.

• Document business cases, business requirements, implementation strategies, and project specifications.

• Manage relationships with third-party vendors.

• Communicate among executive committee members, stakeholders, and development teams while identifying and addressing project risks and issues.

• Contribute to practice development, go-to-market initiatives, delivery methodology standards, and team growth.

• Foster internal and external relationships with clients and the community.

• Encourage the professional development of team members and clients through the Baker Tilly Value Architect model.

⛳️ Requirements

• Bachelor's degree in a relevant field.

• At least twelve (12) years of related experience.

• Proven experience managing senior-level client relationships and collaborating across organizations with various stakeholders.

• Extensive finance and accounting knowledge with a demonstrated history of assisting clients in optimizing and enhancing their finance functions.

• Capacity to lead and supervise others while providing outstanding client service.

• Skill in breaking down scope into detailed activities and deliverables, as well as executing work package transitions.

• Ability to manage multiple projects or initiatives concurrently.

• Creative problem-solving skills acquired through previous experience, education, or training.

• Proven management, analytical, organizational, interpersonal, project management, communication abilities, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills.

• Project experience encompassing the complete application development lifecycle, including requirements gathering, use case development, system analysis and design, integration, testing, and deployment.

• Familiarity with enterprise technology system implementation and management.

• Willingness to travel as needed and work beyond standard business hours for client engagements.

• Project/program management certification (e.g., PMP, PgMP) and/or Agile certification (e.g., PMI-ACP, CSM, PSM, SAFe POPM) is an advantage.

🏝️ Benefits

• Competitive compensation and benefits package for eligible employees.

• Opportunities for professional development through firm-wide learning and development programs.

• Encouragement of work-life balance through friendships, social activities, and team outings.