Managing Director, Forensics - Financial Services Resilience Practice Leader
United States
Job Description
Job Summary
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 services—including Operational Resilience, Business Continuity, Crisis Management, Cyber/IT Disaster Recovery, and Third-Party Risk Management—to 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
- Matures and leads the Resilience practice's financial services industry offerings
- Originates work through strong market relationships
- Leads client pitches, development of proposals and new relationships through CRM
- Establishes engagement budgets, coordinates deliverables, and maintains appropriate project management to ensure engagements are delivered “on time, on budget, and as promised”
- Proactively identifies project risks and issues and resolves them in a timely manner
- Cultivates and maintains strong, trust-based strategic relationships with key client decision makers
- Identifies revenue growth opportunities and coordinates business development efforts including drafting and issuance of statements of work
- Provides clients with strategic guidance (written and verbal) in the disciplines of business continuity, crisis management, resiliency, and/or enterprise risk management
- Recommends enhancements to client operations and infrastructure to strengthen risk management capabilities
- Contributes to the development of methodologies and intellectual capital
- Applies AI and data-driven solutions to build scalable and forward-looking strategies
- Exhibits 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
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
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