Dir Finance Transformation & Strategic Initiatives

The Direcotr, Finance Transformation & Strategic Initiatives will report to the Chief Financial Officer and play a key role in supporting Baylor Genetics’ finance transformation, enterprise planning, and strategic execution priorities. 

This role will serve as a project management and execution lead for finance-led initiatives that require coordination across multiple internal and external stakeholders. The Director will help bring structure, discipline, and accountability to complex cross-functional projects involving Finance, Accounting, FP&A, Legal, IT, HR, Operations, Revenue Cycle Management, Commercial, external advisors, auditors, and consultants. 

The ideal candidate will have a background in consulting, Big Four advisory, finance transformation, project management, business operations, or a similar role requiring strong organization, communication, and execution skills. This individual does not need to be a technical accounting expert, but should be financially literate, comfortable working with senior stakeholders, and able to manage multiple interconnected workstreams in a fast-moving environment. 

The role is designed for someone who can operate as a hands-on project manager, create clear tracking tools and executive-ready updates, manage follow-up across functions, and help the CFO drive execution against key finance and enterprise priorities. 

Qualifications and Experience 

Education 

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field required. MBA, CPA, PMP, or other relevant credential preferred but not required. 

Experience 

• Minimum of 7 to 10 years of relevant experience in consulting, finance transformation, project management, corporate finance, business operations, or advisory. 

• Prior experience at a consulting firm, Big Four advisory practice, finance transformation team, or high-growth company strongly preferred. 

• Experience managing complex cross-functional projects with multiple stakeholders, timelines, dependencies, and deliverables. 

• Experience supporting finance transformation, enterprise project management, process improvement, audit readiness, systems implementation, reporting enhancement, or operating model improvement initiatives preferred. 

• Strong project management skills, including the ability to build workplans, track milestones, manage action items, identify dependencies, and escalate issues. 

• Strong communication skills with the ability to prepare clear updates for the CFO, executive leadership, external advisors, and other senior stakeholders. 

• Strong organizational skills, attention to detail, and ability to manage multiple priorities at once. 

• Ability to operate effectively in a fast-growing, dynamic organization. 

• Proficiency in Microsoft Excel, PowerPoint, and project tracking tools required. 

Duties and Responsibilities 

Finance Transformation Project Management: Support the CFO in managing finance transformation and strategic initiative workstreams, including timelines, milestones, deliverables, dependencies, issue tracking, and executive-level status reporting. 

Strategic Initiative Support: Assist with enterprise-level initiatives that support the company’s continued growth, operational scale, reporting discipline, and finance infrastructure. 

PMO Governance: Help establish and maintain project management structures, including project plans, workstream trackers, issue logs, decision logs, meeting cadence, agendas, and action item follow-up. 

Cross-Functional Coordination: Coordinate with internal teams across Accounting, FP&A, Legal, IT, HR, Operations, Revenue Cycle Management, and Commercial to ensure open items are tracked and completed. 

External Advisor Coordination: Serve as a coordination point for external advisors, consultants, auditors, and legal counsel supporting finance and enterprise transformation initiatives. 

Executive Status Reporting: Prepare concise status updates for the CFO and executive leadership team, including progress against milestones, upcoming deadlines, key risks, required decisions, and escalation items. 

Meeting Management: Prepare meeting materials, manage agendas, document key takeaways, and track follow-up actions from working sessions and project meetings. 

Issue and Risk Tracking: Identify potential delays, resource constraints, unclear ownership, and cross-functional dependencies that may impact execution timelines. 

Process Documentation: Help document finance processes, governance structures, operating procedures, and reporting requirements as the company continues to scale. 

Accountability and Follow-Through: Drive follow-up across workstreams by ensuring owners understand deliverables, deadlines, and next steps. 

Continuous Improvement: Bring a structured, consulting-style approach to problem solving, project execution, communication, and process improvement. 

Additional duties as assigned. 

Key Attributes 

• Highly organized and detail-oriented. 

• Strong project management discipline. 

• Consulting-style problem solving. 

• Clear written and verbal communication. 

• Comfortable managing follow-up across senior stakeholders. 

• Able to create structure in ambiguous situations. 

• Financially literate, but not required to be a technical accounting expert. 

• Execution-oriented and proactive. 

• High degree of ownership and follow-through. 

• Comfortable working in a fast-paced, high-growth environment. 

• Strong judgment on when to escalate issues and drive decisions. 

Physical Demands and Work Environment 

• Frequently required to sit. 

• Frequently required to stand. 

• Frequently required to utilize hand and finger dexterity. 

• Frequently required to talk or hear. 

EEO Statement 

Baylor Genetics is proud to be an equal opportunity employer dedicated to building an inclusive and diverse workforce. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender identity, veteran status, disability, genetic information, pregnancy, childbirth, or related medical conditions, or any other status protected under applicable federal, state, or local law.  

Note to Recruiters: 

We value building direct relationships with our candidates and prefer to manage our hiring process internally. While we occasionally partner with select recruitment agencies for specialized roles, we do not accept unsolicited resumes from recruiters or agencies without a written agreement executed by the authorized signatory for Baylor Genetics ("Agreement"). Any resumes submitted to Baylor Genetics in the absence of an Agreement executed by Baylor Genetics' authorized signatory will be considered the property of Baylor Genetics, and Baylor Genetics will not be obligated to pay any associated recruitment fees.