Partners with national and regional leadership to oversee execution of financial and operational priorities including but not limited to: Budgets and forecasts, Monthly financials, KPIs and metrics, Client onboarding, Account planning process, Compliance with SOX requirements, etc.
Provides day-to-day operational support to enable client-facing leadership and staff to focus on delivery, business development, and team development.
Collaborates with the CoE and national teams to provide input on process improvements, reporting needs, and staffing strategies.
Engages regional leadership to understand the strategy, initiatives and related goals that have been set and to establish controls to monitor progress on these goals.
Supports regional execution of national strategies and enables implementation of solutions tied to process improvement, automation, and technology adoption.
Aligns regional operations across functions such as Tax, Attest, HR, IT, Marketing, and Finance to ensure coordination and consistency.
Collaborates with regional leadership and HR related to forecasting and fulfillment of staffing needs to include recruiting, offshoring and outsourcing.
Participates in due diligence and integration activities for acquisitions, as needed.
Reports to the National FS Operations Leader with a dotted line to the Regional Leader.

Bachelor's degree required
Minimum of 5 years of managing sophisticated client service staff
Ability to develop and implement operating plans aligned with budget
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs

Director – New England Regional Operations

Key skills