Director, TW Solutions

Director, TW Solutions

Location:

Plano, TX (Hybrid) | Full-Time | $140,000 – $160,000 + Variable

Taylor White Solutions is the advisory arm of Taylor White, a 25-year-old finance and accounting talent and advisory firm. We provide tailored advisory services that help CFOs, Controllers, and finance leaders strengthen their organizations, accelerate transformation, and drive better financial performance.

Our work is led and executed by experienced operators — people who have held senior finance roles themselves and understand the realities of implementing change. We integrate with internal teams to provide support that adapts to each organization’s structure and timeline, bringing Big Four, Fortune 500, and high-growth private company experience to bear on every engagement.

Our service lines:

• Functional Process Optimization
• Finance Transformation
• Close Process Optimization
• Financial Systems & AI
• Financial Reporting Effectiveness
• M&A Support
• Internal Controls & Governance
• Finance Org & Talent Assessment
• Cash & Treasury Management
• Financial Metrics & Analysis
• Audit Readiness
• Finance & Accounting Team Readiness

As a Director in TW Solutions, you will lead client engagements, serve as a trusted advisor to CFOs, Controllers, and finance leaders, and drive business development by identifying, cultivating, and closing new opportunities. You will work across a wide range of our service lines — helping clients optimize their finance functions, navigate complex accounting and reporting challenges, and execute transformation programs that create lasting organizational value.

This role is ideal for an entrepreneurial, client-first professional who brings deep operational finance expertise, a diverse industry background, and a genuine passion for the work. You will carry both an execution responsibility and a business development expectation.

• Lead and manage client engagements across the full TW Solutions service portfolio — including functional process optimization, finance transformation, close process improvement, financial systems advisory (ERP/AI), financial reporting effectiveness, M&A support, internal controls/governance, and audit readiness.
• Serve as primary day-to-day client relationship owner; act as a trusted advisor to CFOs, Controllers, VPs of Finance, and PE sponsors.
• Deliver white-glove service: ensure approach, deliverables, and timelines are consistently accurate, timely, and value-additive.
• Lead M&A transaction support — including pre-transaction readiness, financial due diligence, acquisition integration, carve-outs, chart of accounts harmonization, and post-deal reporting alignment.
• Drive end-to-end process diagnostics and future-state workflow design across O2C, P2P, and R2R cycles; implement scalable month-end and forecasting processes.
• Oversee financial reporting effectiveness initiatives: standardized templates, cross-entity consistency, FP&A/accounting alignment, and data quality improvement.
• Lead financial systems engagements — ERP selection, implementation oversight, reporting architecture, workflow automation, and AI-enabled optimization.
• Support internal audit and governance engagements: control framework design and evaluation, risk assessment, SOX compliance, and audit committee advisory.
• Lead, mentor, and develop engagement teams; build a culture of quality and continuous improvement.
• Develop and maintain engagement tools, templates, and case studies that strengthen the TW Solutions platform.

• Proactively identify and pursue new business opportunities across PE-backed, mid-market, founder-led, and public company clients.
• Develop and own a robust pipeline of prospects and referral relationships; maintain disciplined follow-up and cadence.
• Partner with the Taylor White BD team to support bid processes, proposals, and pitch presentations that clearly communicate the TW Solutions value proposition.
• Cross-sell TW Solutions capabilities into existing Taylor White staffing and interim clients; identify expansion opportunities within active engagements.
• Lead contract negotiations and scope development…