Finance Director, Shared Services

Position Overview

We are partnering with a rapidly growing mid-sized global company on a Finance Director, Shared Services search. This is a highly visible role helping operational leadership understand performance drivers, make informed decisions, and improve profitability while managing a small team. The Finance Director, Shared Services leads financial planning, forecasting, and performance analytics across the company’s shared service functions, including Accounts Payable, Accounts Receivable, Billing, Cash Applications, and other corporate support functions.

The role is responsible for driving financial visibility, improving working capital performance, and building scalable planning and reporting frameworks across a growing logistics and transportation organization. As a key member of the finance leadership team, this role partners closely with Accounting, Operations, and Executive Leadership to translate financial and operational data into actionable insights that improve cost efficiency, working capital management, and overall financial performance. The Director will lead forecasting, scenario modeling, KPI development, and reporting processes that support operational decision-making in a multi-site logistics environment.

Location: Charlotte, NC

Compensation: $195,000 - $215,000 bonus

Hybrid Flexibility: 4 days onsite, 1 day remote

Key Responsibilities

Shared Services Financial Leadership

• Provide financial leadership and performance oversight for shared service functions including Accounts Payable, Accounts Receivable, Collections, Billing, and Cash Applications.
• Partner with Accounting leadership to ensure shared services operations support accurate financial reporting and strong internal controls.
• Monitor and analyze key working capital metrics, including DSO, DPO, billing cycle times, and collections performance.
• Identify opportunities to improve transaction efficiency, reduce processing costs, and enhance financial controls.

Enterprise FP&A & Forecasting

• Lead the annual budget, rolling forecast, and long-range planning processes for shared services and corporate support functions.
• Develop financial models that forecast headcount, transaction volumes, and operating costs for finance and administrative functions.
• Provide scenario modeling and decision support for investments in automation, technology, and process improvements.

Performance Reporting & KPI Development

• Develop and maintain dashboards and reporting frameworks that track key operational and financial metrics across shared services functions.
• Monitor KPIs such as invoice processing cycle time, collections effectiveness, transaction cost per invoice, and billing accuracy.
• Provide executive leadership with clear insights into trends, risks, and opportunities impacting financial operations.

Systems & Process Improvement

• Partner with IT and Accounting teams to improve ERP workflows, financial systems integration, and automation initiatives across AP/AR processes.
• Support implementation of tools that enhance transaction processing efficiency, reporting visibility, and data accuracy.
• Standardize reporting and financial processes across the organization.

Leadership & Team Development

• Lead and develop a team supporting FP&A and financial performance analysis across shared services functions.
• Establish clear performance expectations, reporting standards, and financial planning discipline.
• Foster a culture of accountability, operational partnership, and continuous improvement.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, or related field
• MBA preferred

Experience

• 12–15 years of progressive FP&A, operational finance, or shared services finance experience
• Experience supporting shared services preferred
• Experience in manufacturing, distribution, transportation, and/or logistics organizations strongly preferred
• Advanced financial modeling and forecasting capability
• ERP systems experience (SAP, Oracle, NetSuite, or similar)
• Data visualization tools (Power BI, Tableau, etc.)
• Advanced Excel skills

Category Code: JN001, JN005

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