Business Services and Outsourcing - Client Transition Manager

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BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

The Business Services and Outsourcing (BSO) Transformation Manager manages the transition of new client F&A services into the BSO Practice in addition to: project planning and execution; transition program governance and managing transition risk.

The BSO Transformation Manager applies educational background, experience and Outsourcing industry knowledge of project management and delivery best practices to the transition of client processes. The position is a critical part of the BSO implementation team and supports both Regional and National initiatives.

The BSO Transformation Manager is responsible for maintaining key client relationships during the Transition phase of a project, identifying, discussing and advising the client on key project risks and issues and is responsible for driving closure of transition related activities. The position also applies experience and knowledge of business processes to assist in the design and implementation of the right client solution, controls, performance measures and chargeback methods.

  • Bachelor’s degree in Accounting, Finance or relevant field or equivalent experience required
  • MBA or other relevant advanced degree (Masters in Accountancy) preferred
  • Six (6) or more years of experience working in the Outsourcing industry with an emphasis on Project Management, Transition and Transformation
  • Demonstrated understanding of outsourced service delivery models and experience working with outsourced functions and/or BPO organizations required
  • Familiarity with Outsourced F&A processes technology
  • Demonstrated prior project management experience required
  • Consultative or business advisory experience preferred.
  • PMP certification a plus
  • Proficient in the use of the Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
  • Proficient in the use of project management software such as MS Project and Smartsheet required
  • Proficient in the use of process mapping tools such as MS Visio
Other Knowledge, Skills & Abilities:
  • Excellent oral and written communication skills
  • Fully understands the finance and accounting functions and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to develop “future state” process maps and transition client services.
  • Presents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately
  • Strong organizational skills especially the ability to meet project deadlines with a focus on details
  • Ability to manage client and internal project teams effectively
  • Capable of working in a demanding, deadline-driven environment while handling multiple projects
  • Ability to prioritize own workload effectively
  • Ability to work independently with minimal supervision
  • Strategically identifies with whom to build relationships at BDO to support their responsibilities; builds rapport and trust with other professionals easily; works closely with internal team members and other service lines to deliver successfully on project commitments
  • Ability to travel up to 25% of the time
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