Your OpportunityAs a Team Lead within BDO's Finance Effectiveness & Transformation practice, you will lead defined workstreams across complex Finance advisory engagements while helping build and scale a growing practice. You will work directly with CFOs and Finance leaders to modernize how Finance operates, partners with the business, and delivers enterprise value. You will also provide day-to-day direction to junior team members and serve as a trusted client delivery lead.
This unique role offers you the opportunity to:
- Lead outcome-driven Finance transformation workstreams from mobilization through recommendation or implementation.
- Work directly with CFOs and Finance leaders on high-impact priorities.
- Guide consultants and junior team members through clear direction, quality review, coaching, and feedback.
- Combine hands-on Finance advisory expertise with emerging engagement leadership responsibility.
- Focus on measurable Finance outcomes, not just project activities or deliverables.
- Help build and shape a growing Finance Effectiveness & Transformation practice.
Key Responsibilities- Own assigned Finance advisory and transformation workstreams from mobilization through recommendation or implementation, translating engagement objectives into structured workplans, analyses, workshops, deliverables, and actionable recommendations.
- Set day-to-day priorities for consultants and other junior team members, delegate work effectively, review outputs for accuracy and consistency, and provide timely coaching and constructive feedback.
- Manage assigned workstream scope, priorities, timelines, milestones, and budget-to-actual performance while providing the Manager with timely visibility into risks, issues, dependencies, decisions, and potential scope changes.
- Make day-to-day delivery decisions within the assigned workstream, resolve issues within agreed parameters, and escalate matters that affect engagement scope, commercial terms, client commitments, or cross-workstream dependencies.
- Serve as a key day-to-day client contact and lead stakeholder interviews, workshops, working sessions, status discussions, and presentations with Controllers, FP&A leaders, Finance teams, and senior stakeholders.
- Develop executive-ready transformation roadmaps, target operating models, business cases, process designs, requirements, recommendations, and decision materials across people, process, technology, data, controls, and service delivery.
- Apply rigorous quality review to analyses and deliverables, connect recommendations to measurable Finance outcomes, and ensure work products address the client challenge rather than only completing project activities.
- Lead defined components of proposals and pursuits, including workplans, delivery approaches, resourcing inputs, credentials, and presentation materials, under the direction of the Manager.
- Contribute to methodologies, tools, accelerators, case examples, reusable delivery assets, and market-facing offerings that help build and scale the practice.
- Collaborate with Management Consulting, Digital, ERP/EPM, Risk Advisory, Tax, and other service lines to bring integrated and practical solutions to clients.
How do we define success for your role?- You demonstrate BDO's core values through all aspects of your work, including integrity, respect, and collaboration.
- You independently lead defined workstreams from mobilization through recommendation or implementation, maintaining quality, pace, and alignment to client outcomes.
- You translate complex analysis, stakeholder input, and business challenges into clear insights, practical recommendations, and executive-ready deliverables.
- You build credibility with clients and internal stakeholders through sound judgement, transparent communication, and consistent delivery.
- You anticipate and manage workstream risks, dependencies, budgets, and competing priorities, escalating early with clear options and implications.
- You strengthen team performance by setting clear expectations, reviewing work rigorously, coaching junior colleagues, and integrating contributions into coherent client outputs.
- You contribute tangible practice-building value through proposals, intellectual capital, reusable assets, and identification of relevant client needs.
- You continue to deepen your expertise across finance transformation, operating model design, controllership, performance management, and technology enablement.
Your Experience and Education- 6-10 years of relevant experience in finance transformation, CFO advisory, finance operations consulting, or a closely related Finance leadership environment.
- An undergraduate degree in business, finance, accounting, or a related discipline, or equivalent relevant experience.
- Strong Finance-function experience across several of the following areas: Finance strategy and CFO effectiveness; Finance operating model and organization design; FP&A, budgeting, forecasting, and management reporting; record-to-report, close, consolidation, and controllership effectiveness; shared services, GBS, outsourcing, and service-delivery design; Finance process design, optimization, and integration; ERP/EPM readiness, enablement, and reporting modernization; and Finance maturity assessment, benchmarking, analytics, data modelling, and business case development.
- Demonstrated experience independently leading substantial workstreams and coordinating multiple contributors across complex, client-facing engagements.
- Experience directing, coaching, and reviewing the work of junior team members, with accountability for quality and delivery consistency.
- Experience leading stakeholder interviews, workshops, working sessions, and client presentations with Finance stakeholders.
- Demonstrated project leadership capability across workplans, budget tracking, risks, issues, dependencies, decisions, status reporting, and early escalation.
- Demonstrated ability to structure complex problems, facilitate stakeholder discussions, synthesize analysis, and communicate recommendations through concise written and executive-level presentation materials.
- Advanced working knowledge of PowerPoint and Excel.
- Ability to travel within Canada and occasionally internationally, based on client requirements.
- A CPA designation or relevant master's degree is preferred.
- Experience with Microsoft Dynamics AX/D365, SAP, Oracle, BlackLine, Workiva, or comparable ERP, EPM, close, and reporting technologies is preferred.
- Experience contributing to proposals, pursuits, reusable delivery assets, or market-facing Finance transformation offerings is preferred.
The expected range of compensation for this role is $90,000 - $135,000 annually.
Ready to make your mark at BDO? Click "Apply now" to send your up-to-date resume to one of our Talent Acquisition Specialists.
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