Senior Director of Management Advisory Services
3 weeks ago
The Senior Director of Management Advisory Services at DaVita is responsible for leading the development and execution of our go-to-market strategy related to all Management Advisory Services (MAS) lines, including business transformation, finance performance improvement, business process optimization, and other operational areas.
In this role, the Senior Director coordinates all sales, delivery, and hiring activities in the marketplace through the respective service line leads.
The Senior Director is responsible for 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.
The Senior Director is responsible for ensuring exceptional client service and high-quality engagement deliverables.
The Senior Director is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies.
The Senior Director is responsible for managing all aspects of client pursuits and advice to the practice leadership, professional development, thought leadership, and business development, including all phases of the client proposal process.
The Senior Director is responsible for all aspects of practice administration, including time entry, client contract administration, billings, collections, and adjustments to engagement realization when needed.
The Senior 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 Senior Director works with Practice Leaders to build and expand services related to core market offerings of the practice.
Key Responsibilities:
- Collaborate with Partners and Managing Directors in identifying, pursuing, and winning new business opportunities
- Lead BDO pitch team for middle market and selective large and global company opportunities
- Collaborate with pitch team in responding to new business inquiries
- Cross-sell other BDO services (forensics, corporate finance, valuation, tax, due diligence, litigation, assurance, etc.)
- Assist with the expansion of Management Advisory Services service offerings
- Identify new business opportunities to expand MAS practice, and communicate such opportunities to peers and practice leadership
- Work closely with practice leadership to manage marketing and business development activities within practice
- Oversee development of draft proposals and reports, and complete research when needed
- Develop thought leadership for MAS practice by developing whitepapers and presentations on topics relevant to clients and the profession
- Work closely with MAS leadership to refresh marketing materials and website content when needed
- Collaborate with MAS leaders, as well as other practice leaders, to service clients and expand BDO's presence in the marketplace to bring the best solutions to our clients and prospects
Engagement Project Leadership:
- Drive professional, exceptional, high-quality client service
- Oversee, guide, and mentor managers and staff on professional client service delivery excellence
- Take lead role in preparing and executing BDO engagement strategy as project leader in consultation with engagement partner/managing director
- Serve as a high-level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified
- Ensure the development of efficient and effective project plans and project controls
- Evaluate and recommend alternative courses of action and potential solutions to achieve best result for client
- Ensure client service team appropriately analyzes client's performance through financial results, KPIs, and market growth
- Ensure 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
- Ensure the preparation of periodic and timely billings, and timely adjustments to engagement realization, as needed
- Direct multiple client engagements and underlying economics to ensure engagement metrics are achieved
- Identify and inform managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client's industry
- Identify, grow, and maintain strategic relationships with client personnel, including members of client management
- Prepare formal and informal presentations for client meetings for status and reporting purposes
- Foster a positive demeanor, learning attitude, and client service mentality with managers, seniors, and staff
Client Management:
- Act as a high-level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified
Practice Development:
- Develop practical solutions and methodologies for engagements
- Develop 'thought leadership' and 'white paper' documents
- Participate in public speaking events
- Publish documents in industry periodicals
People Development:
- Lead staff recruitment and retention activities
- Lead the sourcing of independent contractors and alliance partners to supplement and support the BDO team capabilities
- Mentor staff and contractors
- Provide leadership and support for delivery teams and staff in local offices
- Other duties as required
Supervisory Responsibilities:
- Supervise workload of MAS Managers, as well as Senior Associates and Associates (when necessary) on assigned engagements and reviews work product
- Ensure MAS Managers, Senior Associates, and Associates are trained on all relevant software, practice tools, and processes
- Evaluate the performance of MAS Managers, Senior Associates, and Associates, and assist in the development of goals and objectives to enhance professional development
- Deliver periodic performance feedback, and complete performance evaluations for MAS Senior Associates and Associates in accordance with Firm guidance
- Act as mentor to MAS Managers, Senior Associates, and Associates, as appropriate
- Act as a leader, and project a professional, positive attitude toward client and firm personnel
Qualifications, Knowledge, Skills, and Abilities:
- Bachelor's degree in Finance, Accounting, Economics, Management Information Systems, required
- Master's degree in Business Administration, preferred
- Twenty (20) or more years of relevant experience, required
- Experience in C-Level client sales, marketing, and successfully managing multiple client pursuits and proposal efforts, required
- Proficient in Microsoft Office Suite, required
- Knowledge of project management tools, preferred
- Knowledge of various common middle market ERP and productivity solutions, preferred
National Range: $200,000 - $400,000
NYC/Long Island/Westchester Range: $200,000 - $400,000
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.
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