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About the Role

As a Team Lead in BDO's Finance Effectiveness & Transformation practice, you will lead workstreams in Finance advisory engagements, modernize Finance operations with CFOs and Finance leaders, and provide direction to junior team members.

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.

Requirements

6-10 years of relevant experience in finance transformation, CFO advisory, finance operations consulting, or a closely related Finance leadership environment.
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.

Skills

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
Finance maturity assessment, benchmarking, analytics, data modelling, and business case development
Microsoft Dynamics AX/D365
SAP
Oracle
BlackLine
Workiva

Location

Canada

Work Type

Hybrid

Experience Level

6-10 years

Education Level

Undergraduate degree in business, finance, accounting, or a related discipline, or equivalent relevant experience.
CPA designation or relevant master's degree is preferred.

Salary/Compensations

$90,000 - $135,000 annually

Benefits

Comprehensive benefits from day one
Flexible personal time off policy
Reimbursement for wellness initiatives

About the Company

BDO is a firm built on a foundation of positive relationships with our people and our clients.
BDO offers an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.
Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026.
At BDO, our people experience is guided by three core pillars—Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.
Our firm is committed to providing an environment where you can be successful.
We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
We support your achievement of personal goals outside of the office and making an impact on your community.
We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose.
We encourage innovation and forward thinking, empowering you to embrace what’s next and help shape the future of our firm.
BDO is actively involved in our communities by supporting local charity initiatives.
We support staff with local and national events where you will be given the opportunity to contribute to your community.
We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.
We’re committed to supporting your overall wellbeing.
Our Code of Conduct sets clear standards for how we conduct business.
BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process.

Equal Opportunity

We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers.
We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone.
We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together.
Our commitment extends to ensuring that our application process is both inclusive and accessible.
If you require accommodation to complete the application process, please contact us.