Director of Transformation

## Overview Hybrid Remote - Must be local to Dallas, Texas Metro area. The Director of Transformation leads data-driven initiatives to enhance margin, productivity, and overall operational performance across the organization. This role converts insights into action by driving disciplined execution, advanced analytics, and cross-functional collaboration to deliver measurable results. The position is primarily focused on supporting and advancing initiatives within the Financial Shared Services organization. 20% Annual Performance Bonus Opportunity ## Responsibilities **Financial Shared Services Transformation** - Lead the design and execution of transformation initiatives within Financial Shared Services (Billing, AP, AR, Pricing, and Master Data). - Identify and prioritize opportunities to improve billing accuracy, cycle times, cash flow, margin performance, and cost-to-serve. - Develop clear business cases, success metrics, and ROI tracking to ensure initiatives deliver measurable financial impact. - Standardize and optimize end-to-end financial processes across business units to reduce variability and inefficiencies. - Serve as a strategic partner to Finance leadership on operating model improvements, scalability, and growth enablement. **Financial & Operational Impact** - Partner with Finance, Operations, and Commercial teams to improve billing accuracy, revenue capture, pricing execution, and margin performance. - Drive improvements in labor rate realization, contract compliance, and cost transparency. - Reduce revenue leakage and rework by strengthening upstream data quality and process discipline. - Enhance forecasting accuracy, backlog visibility, and reporting consistency. Track and validate financial outcomes to ensure initiatives deliver measurable business value. **Change Management & Leadership** - Lead cross-functional teams and influence without direct authority to deliver complex change initiatives. - Develop and execute change management and communication plans to drive adoption and sustain results. - Build transformation capabilities within the organization by coaching leaders and developing internal talent. - Foster a culture of accountability, data-driven decision-making, and continuous improvement. **Data, Technology & Enablement** - Partner with IT and Digital teams to implement and optimize ERP, billing systems, reporting tools, and data platforms. - Enable improved decision-making through accessible, accurate, and actionable financial and operational data. - Ensure technology investments deliver tangible business value, particularly in automation, reporting, and integration. - Support initiatives involving AI, reporting automation, and workflow tools that enhance Financial Shared Services performance. ## Qualifications **Key Responsibilities** - 10+ years of experience in transformation, finance, shared services, or operations roles. - Proven success leading complex, cross-functional initiatives with measurable financial outcomes. - Strong program and project management skills, including roadmap development, dependency management, and risk mitigation. - Deep understanding of financial processes (billing, AR/AP, pricing, reporting) and their operational dependencies. Strong analytical and financial acumen with the ability to translate data into actionable insights. **Preferred** - Experience in a shared services or centralized finance environment - PMP, Agile, or similar certification - Experience with ERP, CRM, billing, or pricing systems - Background in industrial or services-based businesses - Experience driving process standardization across a decentralized organization **Key Competencies** - Financial & Operational Acumen - Data-Driven Decision Making - Program & Execution Excellence - End-to-End Process Optimization - Cross-Functional Leadership & Influence - Risk Identification & Resolution - Results-Oriented Mindset **EQUAL OPPORTUNITY EMPLOYER | DRUG-FREE WORKPLACE** Shermco is an Equal Opportuni…