TITLE: Director of Transformation
DIVISION: Executive Leadership
REPORTS TO: CEO
FLSA CLASSIFICATION: Exempt/Salary

POSITION OVERVIEW:

The Director, Transformation drives the company's transformation agenda and serves as a key strategic partner to the Chief Executive Officer and Executive Leadership Team. This role is responsible for translating strategy into execution, driving organizational accountability, supporting board and investor communications, and leading initiatives that create measurable business value. The ideal candidate combines strong business and financial acumen with exceptional project management, analytical, and communication skills.

PRINCIPLE RESPONSIBILITIES:

Project & Program Management (PMO)

• Lead the company's Project Management Office (PMO), maintaining visibility and oversight of all strategic priorities and initiatives.
• Own and manage the master list of organizational priorities, ensuring clear accountability, ownership, timelines, and deliverables.
• Establish and manage operating cadences that keep the Executive Leadership Team focused on critical business objectives.
• Identify risks, bottlenecks, and execution gaps early and drive timely resolution.
• Hold cross-functional teams accountable to commitments and deadlines.
• Board & Investor Materials
• Develop board presentations, monthly business reviews, investor updates, and executive communications.
• Translate financial and operational performance into compelling, clear, and accurate narratives.
• Partner closely with the CEO and CFO to ensure consistency, accuracy, and alignment of messaging and supporting data.
• Prepare executive summaries, analyses, and materials for leadership meetings and stakeholder presentations.

Strategy & Value Creation

• Lead and support strategic initiatives including growth opportunities, market expansion efforts, operational improvement projects, and acquisition integrations.
• Structure complex and ambiguous business challenges into actionable plans with clear objectives, milestones, and outcomes.

• Conduct quantitative and qualitative analyses to evaluate opportunities, risks, and business cases.
• Drive cross-functional execution to achieve targeted business results and value creation objectives.

Finance & Planning Support

• Partner with Finance and FP&A teams on budgeting, forecasting, financial modeling, and business case development.
• Analyze assumptions and challenge inputs to ensure financial rigor and accuracy.
• Evaluate operational decisions through a financial lens and identify opportunities to improve profitability and performance.
• Support the development of strategic plans and long-range financial forecasts. CEO Support & Executive Leadership
• Serve as an extension of the CEO across the organization.
• Prepare materials, agendas, and action plans for executive meetings and strategic discussions.
• Drive follow-through on key initiatives and ensure accountability across teams.
• Maintain the highest levels of professionalism, judgment, discretion, and confidentiality.
• Operate with a strong sense of urgency and a bias toward action and results.

REQUIRED SKILLS:

• Exceptional analytical, problem-solving, and critical-thinking abilities.
• Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to translate data into actionable insights.
• Strong project management and organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent written, verbal, and presentation communication skills.
• Ability to influence and collaborate effectively across all levels of the organization.
• High degree of professionalism, executive presence, and discretion.
• Comfortable operating in a fast-paced, evolving, and ambiguous environment.
• Demonstrated ownership mentality with a hands-on approach to execution.

EDUCATION/EXPERIENCE:

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field required.
• MBA, CPA, CFA, or other advanced professional designation preferred.
• 8+ years of progressive experience in strategy, finance, consulting, corporate development, transformation, or related fields.
• Prior experience supporting executive leadership teams and board-level reporting.
• Private equity, portfolio company, investment banking, management consulting, or related experience strongly preferred.
• Experience leading complex cross-functional initiatives and transformation efforts.

TRAVEL REQUIREMENTS:

Occasional travel may be required based on business needs

Salary: $200,000.00.

WORKING CONDITIONS AND PHYSICAL DEMANDS:

Professional office environment. Primary office environment is ambient room temperatures, lighting and traditional office equipment as found in a typical office environment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Individuals may need to sit or stand as needed. May require walking primarily on a level surface for periods throughout the day. Reaching above shoulder heights, below the waist, or lifting as required to file documents or store materials throughout the workday. Proper lifting techniques are required. May include lifting up to 50 pounds on occasion.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.