Talent.com
Managing Director, Forensics - Financial Services Resilience Practice Leader

Managing Director, Forensics - Financial Services Resilience Practice Leader

BDO USASan Jose, CA, US
30+ days ago
Job type
  • Full-time
Job description

Managing Director, Financial Services Operational Resilience

BDO's Resilience practice is a recognized leader in helping organizations anticipate, prepare for, respond to, and recover from disruptive events. Our multidisciplinary team delivers a comprehensive suite of servicesincluding Operational Resilience, Business Continuity, Crisis Management, Cyber / IT Disaster Recovery, and Third-Party Risk Managementto clients across industries.

Reporting directly to the Resilience Practice leader, the Managing Director grows and strengthens our Financial Services operational resilience offering. Working in a hybrid environment, they are responsible for driving new business, leading client engagements, shaping practice strategy, and mentoring junior team members. The Managing Director will be expected to achieve specific sales targets, playing a pivotal role in expanding our market presence and ensuring the continued delivery of high-impact, innovative solutions to our clients.

Job Duties

  • Mature and lead the Resilience practice's financial services industry offerings
  • Originate work through strong market relationships
  • Lead client pitches, development of proposals and new relationships through CRM
  • Establish engagement budgets, coordinate deliverables, and maintain appropriate project management to ensure engagements are delivered "on time, on budget, and as promised"
  • Proactively identify project risks and issues and resolve them in a timely manner
  • Cultivate and maintain strong, trust-based strategic relationships with key client decision makers
  • Identify revenue growth opportunities and coordinate business development efforts including drafting and issuance of statements of work
  • Oversee multiple client engagements
  • Provide clients with strategic guidance (written and verbal) in the disciplines of business continuity, crisis management, resiliency, and / or enterprise risk management
  • Recommend enhancements to client operations and infrastructure to strengthen risk management capabilities
  • Contribute to the development of methodologies and intellectual capital
  • Apply AI and data-driven solutions to build scalable and forward-looking strategies
  • Exhibit mastery of consulting methodology, materials, tools, and risk management software
  • Other duties as required

Supervisory Responsibilities

  • 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
  • Qualifications, Knowledge, Skills, and Abilities

    Education :

  • Bachelor's degree, required; major in Business Administration or Risk Management, preferred
  • Master of Business Administration (MBA), preferred
  • Experience :

  • 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
  • Licenses / Certifications :

  • DRII, BCI, and / or Series 7, preferred
  • Software :

  • Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required
  • 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
  • Other Knowledge, Skills & Abilities :

  • Entrepreneurial mind-set and self-motivated
  • Excellent verbal and written communication skills
  • Willing and able to travel, when necessary
  • 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.

    National Range : $200,000 - $400,000

    Maryland Range : $200,000 - $400,000

    NYC / Long Island / Westchester Range : $200,000 - $400,000

    Create a job alert for this search

    Managing Director • San Jose, CA, US

    Related jobs
    • Promoted
    Travel Physical Therapist (PT) - $2,086 to $2,239 per week in Morgan Hill, CA

    Travel Physical Therapist (PT) - $2,086 to $2,239 per week in Morgan Hill, CA

    AlliedTravelCareersMorgan Hill, CA, US
    Full-time
    AlliedTravelCareers is working with Host Healthcare to find a qualified Physical Therapist (PT) in Morgan Hill, California, 95037!. Host Healthcare is an award-winning travel healthcare company with...Show moreLast updated: 23 days ago
    • Promoted
    Director, Ecosystem Fund Programs

    Director, Ecosystem Fund Programs

    MachineFi LabMenlo Park, CA, US
    Full-time
    Director, Ecosystem Fund Programs.At MachineFi Lab, we're not just envisioning the future; we're actively building ittoday. We power the new reward economy by fostering a fairer, safer, and more rew...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,305 per week in Morgan Hill, CA

    Travel Physical Therapist (PT) - $2,305 per week in Morgan Hill, CA

    AlliedTravelCareersMorgan Hill, CA, US
    Full-time
    AlliedTravelCareers is working with talent4health to find a qualified Physical Therapist (PT) in Morgan Hill, California, 95037!. Talent4Health is the most candidate-centric agency in the industry.T...Show moreLast updated: 20 days ago
    • Promoted
    Director, Ecosystem Fund Programs

    Director, Ecosystem Fund Programs

    P2PMenlo Park, CA, United States
    Full-time
    Our Vision : Machines Will Be Our Future Workforce.At MachineFi Lab, we're not just envisioning the future; we're actively building it—today. We power the new reward economy by fostering a fairer, sa...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationLivermore, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationSanta Cruz, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Travel Physical Therapist (PT) - $3,046 per week in Morgan Hill, CA

    Travel Physical Therapist (PT) - $3,046 per week in Morgan Hill, CA

    AlliedTravelCareersMorgan Hill, CA, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Morgan Hill, California, 95037!. A facility in Morgan Hill, CA is seeking its next amazing PT (Ph...Show moreLast updated: 26 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,248 per week in Morgan Hill, CA

    Travel Physical Therapist (PT) - $2,248 per week in Morgan Hill, CA

    AlliedTravelCareersMorgan Hill, CA, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Morgan Hill, California, 95037!. A facility in Morgan Hill, CA is seeking its next amazing PT (Ph...Show moreLast updated: 12 days ago
    • Promoted
    Senior Director, Product Management, Digital Engagement

    Senior Director, Product Management, Digital Engagement

    Five9San Ramon, CA, US
    Full-time
    Join us in bringing joy to customer experience.Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.Living our values everyday...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Finance

    Director of Finance

    Chaminade ResortSanta Cruz, CA, US
    Permanent
    Director of Finance – Chaminade Resort.Are you an experienced finance professional seeking an exciting leadership role in the hospitality industry? Look no further! The Chaminade Resort &...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Corp Development and Investor Relations, FinanceSan Francisco, CA

    Director of Corp Development and Investor Relations, FinanceSan Francisco, CA

    Scale AISan Francisco, CA, US
    Full-time
    Head Of Or Senior Director Of Corp Development, Finance.The Corporate Development and IR team is responsible for evaluating M&A and investment opportunities, driving new capital investments and man...Show moreLast updated: 30+ days ago
    • Promoted
    Managing Director – Private Equity Fund Accounting (CFO Support Services)

    Managing Director – Private Equity Fund Accounting (CFO Support Services)

    IQ-EQSan Francisco, CA, United States
    Full-time
    We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.We employ a global ...Show moreLast updated: 10 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationLivermore, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationLivermore, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Licensed Talk Therapist - Fee For Service

    Licensed Talk Therapist - Fee For Service

    ThriveworksCoyote, CA, United States
    Full-time
    Thriveworks is currently seeking Licensed Clinicians to provide a mix of telehealth and face-to-face sessions in Fremont, CA. This role is eligible for a $7,500 ramp stipend for clinicians offering ...Show moreLast updated: 29 days ago
    • Promoted
    Physician (MD / DO) - Family Practice - $250,000 to $300,000 per year in Watsonville, CA

    Physician (MD / DO) - Family Practice - $250,000 to $300,000 per year in Watsonville, CA

    LocumJobsOnlineWatsonville, CA, US
    Full-time
    LocumJobsOnline is working with CompHealth to find a qualified Family Practice MD in Watsonville, California, 95076!.Primary care physicians are needed to join an established and thriving practice ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationMorgan Hill, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Associate Division Director - Mental Health

    Associate Division Director - Mental Health

    JobotSanta Cruz, CA, US
    Full-time
    Leading Non-Profit | Sign on / Relo bonus! | Help grow new location!.This Jobot Job is hosted by : Kristin Lederer.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending...Show moreLast updated: 30+ days ago