F&A Head of Shared Services, Solutions and Client Engagement

Looking for Experience in:


  •   Running F&A departments (preferably as CFO / Controller) or F&A Shared Services Centers with P&L responsibility for those divisions.
  • Demonstrated ability and maturity to sell and build relationships with C-Level executives (Shared Services Executives, CFO,  CPO divisions)
  • Experience in recommending F&A consulting, solutions, transitions & transformation to CxO clients
  • Strong Commercial and business acumen to be able to solution, price, sell and evangelize business cases to Controllership, Risk-Management, Treasury and CFO departments
  • F&A related experience and deep understanding in Procure to Pay, Order to Cash, Account to Report and other High End Finance Operations
  • Experience and strong understanding of F&A BPO shared services including voice and non-voice / back-office based processing delivered globally from multiple geographies using multiple languages
  • Experience in generating demand / pipeline and establish client contacts on a proactive basis from a base of existing accounts.
  • Experience in driving and leading cross-functional teams remotely – excellent communication, organization, and project management skills required.
  • Revenue targets for bookings and billings adaptability
  • Experience with Six Sigma, Lean, Kaizen quality approaches
  • Experience in working with offshore (e.g. India-based) service providers and multiple-timezones
  • CPA and VP Shared Services preferred

Roles and responsibilities 

  • Sales Support (demand generation & pipeline) driving new order bookings for BPO F&A Services
  •  Lead RFx  solution presentations & client workshops for F&A bids
  • Solutioning, pricing and selling F&A BPO services by leveraging onsite-offshore model
  • Identify & drive pricing models in F&A opportunities.
  • Independently develop and lead / driving client engagements and account / sales plans.
  •  Networking with Analysts and Advisors
  •  Evangelizing BPO value proposition and building relationships with C-Level executives
  • Executive reporting to customer and internal management

Candidate needs to have strong ability to focus on:

  • Demonstrating business acumen to generate proactive demand and win BPO F&A, HRO, Shared services deals.
  • Accountability and closure of actions with urgency and being proactive
  • Current operations are in India, our client’s customer want to move/add ops in the US.  100/150 people
  • Ops + sales role: after establishing ops, cross sell procurement, HR


What we need:

  • Strong BPO experience
  • Retail Banking Industry Experience


  • New Jersey/New York

If you are interested:

Please reach out to Jeff Bruckner at bruckner@issg.net or phone him on (973) 761-5613