Business Performance Improvement - Finance & Performance Management (Financial Services) Director

JOB REQUISITION

Business Performance Improvement - Finance & Performance Management (Financial Services) Director

LOCATION

DALLAS

ADDITIONAL LOCATION(S)

CHARLOTTE, CHICAGO

JOB DESCRIPTION

You Belong Here

The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.

At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.

Where We Need You:

The Business Performance Improvement (BPI) practice is seeking a Director to join our growing Financial Services team.

What You Can Expect:

Directors are focused on developing business opportunities in the marketplace and are valuable leaders within our organization and the business community. Directors pride themselves on client satisfaction and, as leaders on engagements, ensure that each engagement project is performed to Protiviti's standards of quality and meets the needs of the client. Directors, partnering with the Managing Directors, ensure that each client project is completed with the client satisfied with our service and the quality of our work. Directors develop lasting relationships within the business community and are respected for their areas of expertise — shaping and executing enterprise process excellence strategy with executive stakeholders across banking, capital markets, and wealth and asset management clients.

What Will Help You Be Successful:

• You are passionate about building trusted relationships with C-level executives and providing superior service that is used as a reference in obtaining additional work.

• You take the lead role in maintaining primary contact with significant clients while managing their expectations, project scope, and related operational matters.

• You enjoy participating in engagement sales opportunities and consistently develop work at existing clients.

• You have an interest in converting client business challenges into additional sales opportunities.

• You enjoy discovering new opportunities with current and potential clients through thought leadership, proposal writing, and client interactions.

• You design and develop thought leadership materials to be shared with your colleagues and your network.

• You promote Protiviti's mission, vision, and values and encourage collaboration across your teams to ensure effective execution.

• You have an inherent interest in project management and team leadership, directing cross-functional teams across process intelligence, re-engineering, and AI/automation to implement scalable solutions.

Do Your Talents Include the Following?

• Advanced verbal and written communication skills, including documentation of findings and recommendations.

• Experience evaluating existing business processes, recommending enhancements, and implementing changes at scale, including building enterprise process inventories and repeatable process transformation playbooks.

• Experience assisting clients with managing change through the implementation of proposed recommendations.

• Experience leading significant client checkpoint meetings related to project progress.

• Experience leading transformational finance and accounting projects, including investor/fund performance reporting and month-end close optimization.

• Strong interpersonal skills to interact in a team environment and foster client relationships.

• Experience participating in or leading business development opportunities.

• Knowledge of finance strategy development and process improvement, including order-to-cash, procure-to-pay, and record-to-report.

• Strong understanding of shared services and global business services design and implementation, including Target Operating Model (TOM) design, managed services, and offshoring advisory

• Experience in robotic process automation and intelligent automation, outsourcing and offshoring advisory, financial planning and analysis (FP&A), financial close, consolidation, and reporting.

• Proficiency with process and task mining tools such as Microsoft Power Automate, UiPath, and Celonis, and process mapping/BPMN tools such as SAP Signavio, IBM Blueworks, Nintex Process Manager, and Microsoft Visio.

• Experience supporting accounting transitions, including lease accounting, revenue recognition, reconciliation, and restatement support.

• Experience supervising teams, including performance appraisal, mentoring and coaching, work oversight and review, cross-team coordination, and team member motivation.

Your Educational and Professional Qualifications:

• Bachelor's degree, in a relevant discipline (e.g., Accounting, Finance, Information Technology or Business-Related Field); Master's degree in Accountancy or related field is a plus.

• 15+ years of experience leading teams within a consulting or financial services environment in one or more of: finance operating model design, performance management, shared services design and implementation, outsourcing advisory, and process/digital transformation.

• Proficiency in Microsoft Office 365 suite applications.

• Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.

It is expected that you will reside within a reasonable daily commute of your assigned Protiviti home office by your start date. Protiviti employees work in a hybrid environment which means you will be required to work from a variety of locations including your Protiviti home office, an in-town and/or out-of-town client site, and/or from a remote location such as your residence. It is expected that you will be available to be physically present at the required work location and that you will have access to reliable transportation.

Protiviti is not registered to hire or employ personnel in the following states — West Virginia & Alaska.

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.

$176,000.00 - $300,000.00

Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.

20%

The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.

$211,200.00 - $360,000.00

Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.

Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.

Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.

Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to [email protected] or call 1.855.744.6947 for assistance.

In your email please include the following:

• The specific accommodation requested to complete the employment application.

• The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

JOB LOCATION

TX PRO DALLAS