Senior Director, Client Financial Services

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Senior Director, Client Financial Services

Provide direction, expertise, and leadership for operational accounting teams.  Responsible for all operational activities for a department that audits, disburses payment, invoices, and performs financial accounting/reporting.   Work with the department leadership to establish strategic targets and milestones in order to move the company towards the overall financial operations objectives, and to therefore support the overall Company needs.  Provide leadership for the overall operating performance of the business and oversee all aspects of the internal administration of the company.  Develop and implement strategies to maximize bottom line results and profits.  Provide quality control by measuring and directing performance adjustments for best results. Maintain company performance through analytics, process development/improvement and other management tools.    


Formulate strategic plans for future growth and implement that strategy into the daily operations, department staffing, purchasing, and company administration.  Make sound business decisions based on developed data, business acumen, and financial goals. Manages and directs departmental processes, activities and outcomes for operational accounting teams in area of competence. This includes but is not limited to, developing and monitoring internal controls, creating process efficiency, ensuring adherence to established processes, and performance management. Demonstrates a clear understanding of the company goals/ objectives and implements strategy for execution.  This duty is performed daily, about 20% of the time.

Directs departmental staffing in line by creating budgets and headcount targets.  Manage and enforce the financial goals through profit & loss statement analysis and overall margin management.  Includes ongoing capacity management, defining performance goals/objectives/ metrics, and process performance measures.  Monitors overall operational costs and implements strategies to reduce. Ensures staffing is at optimal levels based on work volume, complexity, and forecasting. Ensures staff is properly trained, procedures are documented and available to staff.  Promotes staff’s career goals and progressions, developing opportunities for staff development. This duty is performed daily, about 20% of the time.

Leads overall department development by directing special projects, developing advanced processes and systems, works across all areas to ensure departmental success and proactively works with all departments to meet company goals and objectives. Provide resources and guidance to the department leaders to ensure the implementation and projects are successful. This duty is performed daily, about 20% of the time.

Ensures compliance to audit directives, client service level agreements, cycle time standards, quality goals and client satisfaction targets.  Develops and adjusts workflow management strategies to prevent financial risks/penalties and adherence to deadlines.  This duty is performed about 20% of the time.

Provides guidance /leadership to teams, including manager(s), supervisors and associates onsite. Responsible for setting the tone/culture and directing all office activities.  Leadership escalation point of contact for all internal stakeholders and external clients. Leads by Company’s values of Truth, Love and Integrity. Develop departmental and individual staff bonus and incentive plans.  Review and/or revise job descriptions keeping them current and updated.  Utilize people skills giving guided discovery to proper leadership. Participate in and partner with corporate resources such as Human Resources, IT, etc. to ensure operational finance supports the overall company goals and expectations. This duty is performed about 20% of the time.


To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.


Typically possesses 15 or more years of relevant work experience, which includes 7 to 10 years of management experience in a finance function, large teams, and multiple complex projects.   Bachelor’s Degree or Master’s Degree is business is preferred.

Directly manages onsite support staff of subordinate managers and supervisor(s) who supervise(s) approximately 100 employee(s).   Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems.

Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; Ability to write and speak simple sentences as a means for basic communication. Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Ability to read, analyze, and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees. Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

If you would be interested in being presented for this opportunity, please update and/or submit your resume to www.signature-source.com  or send us a soft copy of your resume via a Word document to contactus@signature-source.com .  If your experience and skills match what our client is seeking, we will be in touch with you to determine next steps.  If not, then we will respectfully retain your resume in our proprietary and confidential database for future opportunities.  Your inquiry will be held in the strictest of confidence. 


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