This position will have a sporadic and fluctuating schedule based on client needs.
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 Advisory Services offerings
Identifies new business opportunities to expand the Management Advisory Services practice and communicates such opportunities to their 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
Acts as a leader and projects a professional, positive attitude toward client and firm personnel
Qualifications, Knowledge, Skills and Abilities
Education
Bachelor’s degree, required; degree with a focus in Computer Science, Business, Accounting or Finance, preferred or at least 7-10 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 experience working within a national consulting organization, preferred
Prior significant supervisory experience, 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 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
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
Language
N/A
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
Solid grasp of general IT solution development and control concepts (leading practices)
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 25-50% on average to perhaps as much as 75% of the time for a specific project, as needed
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: $100.00/hr - $175.00/hr
- Maryland Range: $100.00/hr - $175.00/hr
- NYC/Long Island/Westchester Range: $100.00/hr - $175.00/hr
