Team Lead, Finance Effectiveness & Transformation

Putting people first, every day
 

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

As 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.

Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. 

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 in the following ways:

• 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

Giving back adds up: Where company meets community. 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.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide comprehensive benefits from day one, and a flexible personal time off policy.  We’re committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts:  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.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

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Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.