BDO USA · 10 hours ago
Managing Director, Forensics - Financial Services Resilience Practice Leader
United States
Full-time
Remote
Director/Executive
$200K/yr - $400K/yr
15+ years expBDO USA is a recognized leader in helping organizations with resilience services. The Managing Director for Financial Services Resilience Practice is responsible for driving new business, leading client engagements, and mentoring junior team members while ensuring the delivery of high-impact solutions to clients.
AccountingConsultingFinancial Services
Responsibilities
Matures and leads the Resilience practice’s financial services industry offerings
Originates work through strong market relationships
Leads client pitches, development of proposals and new relationships through CRM
Establishes engagement budgets, coordinates deliverables, and maintains appropriate project management to ensure engagements are delivered “on time, on budget, and as promised”
Proactively identifies project risks and issues and resolves them in a timely manner
Cultivates and maintains strong, trust-based strategic relationships with key client decision makers
Identifies revenue growth opportunities and coordinates business development efforts including drafting and issuance of statements of work
Oversees multiple client engagements
Provides clients with strategic guidance (written and verbal) in the disciplines of business continuity, crisis management, resiliency, and/or enterprise risk management
Recommends enhancements to client operations and infrastructure to strengthen risk management capabilities
Contributes to the development of methodologies and intellectual capital
Applies AI and data-driven solutions to build scalable and forward-looking strategies
Exhibits mastery of consulting methodology, materials, tools, and risk management software
Supervises the day-to-day workload of Directors, Senior Managers, Managers, Senior Associates and Associates on assigned engagements and reviews work product
Acts as Career Advisor to professionals in the practice as appropriate
Provides strong leadership, technical guidance, coaching, support and confidence building to managers and junior consultants ensuring they are trained on all relevant tools and techniques
Evaluates the performance of team members and assists in the development of goals and objectives to enhance professional development
Manages consulting, financial and operational numbers, such as utilization, realization, margin, sales pipeline
Demonstrates ability to grow, expand, cross-sell accounts
Manages economics of the Financial Services practice area to include determining and administering the services of the practice, overseeing professionals and ensuring engagements achieve engagement metrics
Qualification
Required
Bachelor's degree, required; major in Business Administration or Risk Management, preferred
Fifteen (15) or more years of consulting experience in financial services, operational risk management, business continuity or crisis management, required
Experience successfully building new business and leading engagements within the professional services industry, required
Experience with resilience and industry specific regulatory requirements (i.e., FFIEC, FRB, NYDFS, and DORA), required
Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
Excellent verbal and written communication skills
Willing and able to travel, when necessary
Preferred
Master of Business Administration (MBA), preferred
DRII, BCI, and/or Series 7, preferred
Experience with Teams, or other web-based meeting applications, preferred
Experience with SharePoint and familiarity with cloud-based CRM tools, preferred
Familiarity with risk and/or resiliency software (e.g. Archer, Fusion, Origami, ServiceNow Fairchild, etc.), preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Annual allocation to the ESOP is fully funded by BDO through investments in company stock
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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