Director - Workflow Design and Governance (US)

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America’s Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees’ total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN – because being YOU thrives here.

Summary:

The Director of Workflow Design and Governance is responsible for providing leadership and accountability for workflow strategy, process design, and governance across Client Service & Delivery. This role defines, standardizes, documents, and continuously improves end-to-end workflows to support consistent, scalable, and measurable execution aligned to business objectives, client expectations, quality, delivery, and cost. The role partners closely with Client Service & Delivery leaders, production teams, offshore partners, cross-functional stakeholders, and business leaders to strengthen workflow discipline, clarify ownership, and improve operational outcomes.

Client Service & Delivery is evolving toward a connected, workflow-led operating model that improves consistency, predictability, scalability, and accountability.

This role is central to that shift by establishing governance routines, standardizing ways of working, translating operational needs into clear workflow requirements, and ensuring processes are designed, adopted, measured, and improved over time. The successful candidate will have:

- experience designing, governing, and improving end-to-end workflows across complex operational environments; experience establishing process standards, governance routines, documentation practices, and adoption approaches that deliver measurable business value; experience translating workflow needs into clear requirements, process maps, SOPs, training materials, metrics, and decision-ready materials for operational teams, management, and senior leadership

- experience collecting, organizing, and analyzing workflow, quality, productivity, cycle time, capacity, and service performance data to identify root causes, define improvement opportunities, and support measurable action plans

Responsibilities:

Client Service & Delivery

- Define, design, govern, and continuously improve end-to-end workflows across Client Service & Delivery with a focus on standardization, quality, delivery predictability, capacity utilization, client experience, and cost effectiveness.

- Establish workflow design principles, process standards, documentation expectations, and governance routines that support consistent execution across teams, functions, and offshore partners.

- Lead multiple workflow design, governance, and improvement initiatives simultaneously across Client Service & Delivery workstreams.

- Define workflow requirements through interviews, workshops, document reviews, current-state assessments, workflow analysis, data analysis, and site visits, including offshore locations as needed.

- Quantify operational, client, financial, and non-financial impacts to inform workflow prioritization and governance decisions.

- Ensure workflow objectives, decision rights, process ownership, adoption needs, and success measures are clearly identified, documented, governed, and managed to completion. Proactively identify risks, roadblocks, and governance decisions requiring