Senior Manager – Advisory Consulting, Operating Model

Jobtailor; Frisco (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor seeks a senior transformation consultant to design and lead GBS and operating models spanning Finance, HR, IT, and Supply Chain. You will manage multi‑process programs, leverage automation and AI, and drive value through analytics and governance, engaging with global stakeholders. Strong leadership and executive storytelling are essential.

The role emphasizes end‑to‑end transformation, from workshops to transition, with a focus on data-driven decision making and scalable solutions.

Qualifications

• Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s preferred).
• Eight (8)+ years of progressive experience in finance transformation, GBS, or management consulting.

Responsibilities

• Design and implement end-state GBS and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Ops.
• Assess organizational/process maturity and develop transformation roadmaps.
• Lead large-scale multi-process transformation programs with automation, analytics, AI, RPA, and intelligent workflows.
• Establish service management frameworks including SLAs/OLAs, KPIs, dashboards, and reporting.
• Drive transitions and readiness across global networks with change management and risk mitigation.
• Embed data platforms and analytics into core GBS/finance operations.
• Design and deliver future-state finance processes and data models.

Skills

Global BBS transformation

Program management

Data analytics

Power BI

Tableau

Alteryx

SQL

Change management

Executive communication

Education

Bachelor’s degree in Finance/Accounting/MIS (Master’s preferred)

CPA/CFA/PMP or equivalent

Tools

Power BI

Tableau

Alteryx

SQL

Job description

Responsibilities

• Design and implement end‑state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).
• Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.
• Lead large‑scale, multi‑process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms to drive efficiency, scalability, and service excellence.
• Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.
• Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.
• Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and finance operations.
• Serve as a trusted advisor on complex finance and operational transformation engagements, including outsourced CFO/Controllership, Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.
• Design and deliver future‑state finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence (e.g. AI).
• Lead client engagements, from executive workshops and assessments through proposal development, transition, execution, and steady state operations.
• Direct and develop cross‑functional consulting teams, managing day‑to‑day delivery, quality, timelines, and client satisfaction across global stakeholders.
• Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx to support operational, financial, and strategic insights.
• Act as a key leader in practice growth and go‑to‑market efforts, including managed services pursuits, thought leadership, reusable assets, sector‑specific offerings, and representation at executive forums and industry events.
• Mentor and develop junior and mid‑level team members, fostering a collaborative, high‑performance culture across global teams.

Requirements

• Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s preferred); CPA, CFA, PMP, or equivalent certifications strongly preferred.
• Eight (8)+ years of progressive experience in finance transformation, GBS, or management consulting with demonstrated leadership in operating model and process transformation.
• Proven expertise advising global organizations on GBS, shared services, outsourcing, and target operating model design, including BPO selection, contracting, transition, and performance management.
• Knowledge of Finance systems tools that includes ERP's, AI and FP&A tools.
• Deep knowledge & demonstrated design through execution and process improvement & standardization Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.
• Strong consulting and delivery experience leading complex, multi‑stakeholder transformations across captive and outsourced environments.
• Experience working with Private Equity companies and their portfolio companies is plus.
• Expert‑level proficiency in Power BI; strong working knowledge of Tableau, Alteryx, SQL, and similar analytics tools.
• Advanced project and program management capabilities, including planning, risk management, executive reporting, and governance.
• Extensive experience designing data, reporting, and chart‑of‑accounts structures to enhance insight, decision support, and performance management.
• Strong executive presence with the ability to translate complex operational and financial concepts into clear, actionable recommendations for senior leaders.
• Proven ability to build and sustain senior client relationships, support sales and proposal efforts, and influence strategic decision‑making.