The Role
Lead OneStream/EPM implementations from requirements through design, development, testing, and integration. Manage project teams, drive process and system improvements for FP&A/CPM, support business development, talent acquisition, and deliver analytics-driven financial planning, forecasting, consolidations, and reporting solutions.
Summary Generated by Built In
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Transformation & Technology Enablement practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams developing junior team members, and participating in business development activities.
What You'll Do:
- Manage projects through all phases, from evaluation to implementation, across organizational, process, technology (financial systems), and data dimensions
- Gather client requirements and translate into functional and technical design
- Lead hands-on development and testing throughout OneStream implementations
- Deliver organization, process, and technology enhancements to build an optimal FP&A function
- Manage projects adeptly, identify potential issues and risks, and use project management tools to craft effective solutions
- Collaborate cross-functionally to ensure smooth OneStream implementations, driving initiatives with leadership
- Participate in business development and leverage relationships to generate new opportunities, including leading pursuit development efforts, and driving scoping and planning sessions
- Identify improvement opportunities in client operations using analytics and strategic insights
- Play a key role in identifying and assessing business obstacles within the Finance organization by conducting thorough reviews of clients' current state, defining future state processes, and advising close management best practices
- Leverage knowledge of leading CPM-related business processes (e.g., Budgeting, Strategic Planning, Forecasting, Analysis, Consolidations and Reporting)
- Help drive future state functional and technical requirements for CPM/EPM Processes and Systems
- Effectively project manage and lead teams, contributing best practices while supporting various Business Transformation projects encompassing system strategy and selection, process and finance improvement, operations performance enhancement, change management, program and project management, data analytics, and business analysis
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
- Proactively manage escalations and provide timely resolutions for project issues and risks
- Lead integration efforts to enhance efficiency between finance systems and OneStream/EPM tools
- Enhance the client's CPM/EPM processes and tools, driving efficiency and accuracy in their external and internal reporting processes
- Support creation of thoughtware (e.g. whitepapers), and contribute to practice building efforts
- Play a key role in talent acquisition, including interviewing, hiring, and retaining top talent
What You'll Bring:
- 10+ years of experience implementing OneStream or similar EPM tools (e.g. Oracle, Hyperion), with hands-on design and client delivery
- OneStream Certified Architect or working toward certification
- Experience in professional services (public accounting, advisory firm or management consulting firm)
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
- Prior experience in Consulting, Finance, Accounting or Financial Systems
- Experience with analytical and modeling tools, with the ability to construct complex financial models for analysis and forecasting
- Experience in distilling key data into concise executive dashboards
Qualifications:
- Bachelor’s degree in Business or similar discipline
- OneStream knowledge or implementation experience
- Willingness to travel based on client preferences
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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Top Skills
AI
Cpm
Epm
Onestream
Oracle Hyperion
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The Company
What We Do
CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks and enabling future growth.
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