Investment & Productivity Lead, Finance

Brillio

12+ Years | Dallas, Texas, United States (On Site) | Full Time | 5 months ago

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Job Summary

Brillio is seeking an Investment & Productivity Lead, Finance to enhance operational efficiency, implement activity-based costing, and improve productivity across all company functions. This critical leadership role requires a deep understanding of IT Services operations and metrics to drive data-driven decisions and optimize resource allocation. The responsibilities include developing operational strategies, implementing standardized processes, tracking performance KPIs, and collaborating with cross-functional teams. The role also involves leveraging technology like cloud, AI, and automation to streamline operations and fostering a culture of innovation and continuous improvement. The ideal candidate will build and mentor a high-performing team and provide strategic insights for cost optimization.

Must Have

12+ years in financial strategy, business performance analysis, or productivity consulting.
Strong expertise in activity-based costing and IT service delivery models.
Analytical mindset with experience in transformation or performance optimization.
Proven experience in cross-functional leadership and operational strategy execution.
Knowledge of cloud computing, AI-driven analytics, and process automation.

Good to Have

Bachelor’s degree in Finance, Business Analytics, Economics, or related field.
MBA or CPA.
Certification in financial analysis or process optimization (e.g., CFA, Lean Six Sigma).
Experience in management consulting, IT services, or similar industry.
Expertise in financial analysis and business intelligence tools.
Advanced analytical skills with expertise in cost modeling, ROI analysis, and productivity metrics.
Excellent communication and consultative skills.

Perks & Benefits

Progression into executive leadership positions.
Global exposure through cross-border initiatives.
Lead enterprise-wide innovation and digital transformation programs.
Board-level visibility and direct engagement with senior executives.
Great Place to Work® certification.

Job Description

About Brillio:

Brillio is one of the fastest growing digital technology service providers and a partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through innovative digital adoption. Brillio, renowned for its world-class professionals, referred to as "Brillians", distinguishes itself through their capacity to seamlessly integrate cutting-edge digital and design thinking skills with an unwavering dedication to client satisfaction.

Brillio takes pride in its status as an employer of choice, consistently attracting the most exceptional and talented individuals due to its unwavering emphasis on contemporary, groundbreaking technologies, and exclusive digital projects. Brillio's relentless commitment to providing an exceptional experience to its Brillians and nurturing their full potential consistently garners them the Great Place to Work® certification year after year.

Role Summary:

This is a critical leadership role in designing and executing strategies to enhance operational efficiency, implement activity-based costing methodologies, and improve productivity across the company and its functions. This individual will work closely with cross-functional teams, ensuring optimized resource allocation, cost transparency, and performance measurement.

A deep command of IT Services operations, metrics, and industry best practices is essential, as this role requires data-driven decision-making, strategic execution, and collaboration with multiple business units. This role is critical to driving enterprise-wide efficiency by analyzing how every dollar invested translates into measurable productivity across all business functions—including Sales, Marketing, Delivery, Practice, and Corporate Services. Working closely with CEO.

Key Responsibilities:

Operational Strategy & Execution
Develop and execute comprehensive operational strategies focused on productivity enhancement and cost optimization.
Implement standardized processes and frameworks for IT service delivery to ensure efficiency and scalability.
Lead cross-functional initiatives, working with departments like Engineering, Service Delivery, Finance, and HR to align operational goals.
Establish a robust performance tracking system, ensuring real-time visibility into operational KPIs.

Command Over IT Services Operations & Metrics

Define and track IT Service metrics, including SLA adherence, resource utilization, productivity benchmarks, and cost-efficiency indicators.
Ensure operational alignment with industry best practices and evolving technological trends.
Implement automation solutions and AI-driven analytics to improve IT Service delivery performance.

Cross-Functional Collaboration & Execution

Act as the bridge between business units, ensuring seamless coordination and execution of strategic initiatives.
Drive operational excellence by fostering a data-driven culture and continuous improvement mindset.
Develop comprehensive productivity measurement systems, ensuring optimal performance across teams.
Identify key cost drivers, optimize financial resource allocation, and ensure maximum ROI from operational expenditures.
Work with leadership teams to shape long-term operational strategies and business scalability.

Technology & Innovation Integration

Leverage cutting-edge technologies, including cloud solutions, AI, and process automation, to streamline operations.
Stay ahead of industry trends, identifying opportunities for operational transformation and technology adoption.
Ensure compliance with regulatory standards and operational best practices.

Leadership & Team Development

Build and mentor a high-performing operations team, driving strategic execution and efficiency.
Promote a culture of innovation, collaboration, and accountability across business units.
Serve as a thought leader, providing insights into IT service operations and cost optimization strategies.

Key Qualifications & Skills:

Bachelor’s degree in Finance, Business Analytics, Economics, or related field (MBA or CPA optional). Certification in financial analysis or process optimization (e.g., CFA, Lean Six Sigma)
12+ years of experience in financial strategy, business performance analysis, or productivity consulting within management consulting, IT services or a similar industry.
Strong expertise in activity-based costing, IT service delivery models, financial analysis, and business intelligence tools.
Analytical Mindset: Experience in a transformation or performance optimization role. Ability to leverage data-driven insights for strategic decision-making and operational efficiency. Advanced analytical skills with expertise in cost modeling, ROI analysis, and productivity metrics.
Leadership & Execution: Proven experience in cross-functional leadership, stakeholder collaboration, and operational strategy execution.
Technology Proficiency: Knowledge of cloud computing, AI-driven analytics, process automation, and IT service metrics.
Excellent communication and consultative skills

Key Leadership Qualities:

Customer Advocacy - Ensures customer success on stated and unstated business priorities through strategic advice and market leading solutions.
Owner’s Mindset - Is passionate about Brillio’s business, deeply committed to its success and makes decisions that are in the best interest of the firm.
Innovation Ethos - Embraces ambiguity and adopts relentless experimentation to challenge current practices and enable continuous growth.
Execution with Pace - Displays agility to deliver high quality results in the face of changing stakeholder expectations.
Big Picture Thinking - Creates a common definition of shared success and sets bold targets that inspire the team towards new horizons.
Winning Through Teams - Enables a culture of collaboration and empowers teams to "raise their game” in order to create a winning formula.

Exciting Career Pathway: This role offers progression into executive leadership, including Senior Strategy Officer positions, with global exposure through cross-border initiatives. You'll lead enterprise-wide innovation and digital transformation programs, gaining board-level visibility and direct engagement with senior executives on strategic decisions.

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11 Skills Required For This Role

Team Management Cross Functional Communication Performance Analysis Resource Allocation Financial Data Analysis Business Analysis Cross Functional Collaboration Resource Planning User Experience Ux Business Intelligence