Job Summary:
The Strategy Managing Director is responsible for planning, managing, executing and architecting multi-service line solutions representing all Management Advisory Services (MAS) lines including strategy, finance transformation, operations improvement, and digital transformation. This position coordinates sales, delivery and team growth in the marketplace through the respective service line leads.
In this role, is charged with managing our pursuit, close and service delivery activities, including managing teams of professionals through all potential project stages of diagnostic, planning, solution design and solution delivery include managing engagement economics, accurate status reporting, quality control and legal risks to the Firm. This role is responsible for ensuring exceptional client service and high-quality engagement deliverables. The Managing Director also spends a significant amount of time marketing and networking for new business, including identifying, pursuing and leading new business proposals. In addition, the Managing Director works with Practice Leaders to build and expand services related to core market offerings of the practice.
Job Duties:
- Business Development:
- Collaborates with Partners and fellow Managing Directors in identifying, pursuing and winning new business opportunities.
- Leads BDO pitch team, architecting solutions for middle market and selective large and global company opportunities.
- Oversees and manages 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 service offerings.
- Identifies expansion opportunities for the MAS practice, and communicates such opportunities to practice leadership.
- Works closely with practice leadership to manage marketing and business development activities within practice.
- Oversees development of draft proposals and reports, and completes research, when needed.
- Develops thought leadership for MAS practice by developing whitepapers and presentations on topics relevant to clients and the profession.
- 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.
- Identifies, grows and maintains strategic relationships with client personnel, including members of client management.
- Ensures the development of efficient and effective project plans and project controls.
- 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.
- Reviews and approves engagement budgets, and identifies opportunities to improve engagement efficiencies, where possible.
- Ensures engagement metrics are achieved, manages the preparation of periodic and timely billings, and adjustments to engagement realization, as needed.
- 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.
- Prepares formal and informal presentations for client meetings for status and reporting purposes.
- Travel 50% or more for project engagements.
- Other duties as required.
Supervisory Responsibilities:
- 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, as assigned.
- Leads MAS strategic initiatives.
- 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 Business, Accounting, Engineering or Supply Chain Management, preferred.
- Master's degree in Business Administration (MBA), preferred.
Experience:
- Fifteen (15) or more years of relevant experience within operations, strategy, supply chain, and/or solutions delivery, required.
- Eight (8) or more years of experience planning, managing, executing and architecting multi-service line solutions including strategy, finance transformation, operations improvement, or digital transformation, required.
- Five (5) or more years' experience working within company organizational leadership, C-Suite business or management advisory, required.
- Five (5) or more years' experience in C-Level client sales, marketing and successfully managing multiple client pursuits and proposal efforts, required.
- Five (5) or more years' experience in Advisory Consulting, required.
License/Certifications:
Software:
- Proficient in Microsoft Office Suite, required.
Language:
Other Knowledge, Skills & Abilities:
- Experience with and ability to sell at C-Level with both private and public companies from $10MM to over $10B in sales.
- Strong leadership skills, and willingness to mentor staff.
- Strong verbal and written communication skills, including presentation and proposal skills.
- Strong problem solving and troubleshooting skills, with ability to exercise mature judgment.
- Ability to thoughtfully and positively influence, negotiate and manage change.
- Ability to develop and maintain a diverse network of referral sources.
- Ability to work in a deadline-driven environment, and handle multiple projects simultaneously.
- Capable of effectively managing a team of consulting professionals, and delegating work assignments.
- Ability to encourage a team environment, and contribute to the professional development of assigned personnel.
- Ability to act as primary contact, and provide an executive presence on assigned engagements.
- Ability to successfully interact, develop and maintain relationships with professionals at all levels, both internal and external.
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