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The Role
Lead accounting advisory engagements including month-end close optimization, balance sheet reconciliations, technical accounting, SEC and regulatory reporting support, ERP and finance transformation, transaction accounting assistance, client communication, project leadership, and mentoring junior staff. Drive AI and automation adoption to improve accounting processes and support external audits and financial statement preparation.
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 Accounting Advisory practice, you will serve as a trusted partner to our clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. Our work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies.
You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
What You'll Do:
- Lead clients in developing streamlined monthly close processes.
- Manage cash-to-accrual conversions and supporting schedules.
- Oversee balance sheet reconciliations, account analyses, and roll forwards.
- Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements.
- Assist clients in developing internal controls, accounting policies, and process documentation.
- Support budgeting, forecasting, and management reporting initiatives.
- Guide the implementation and optimization of cloud-based finance and accounting systems.
- Oversee the preparation and review of journal entries, reconciliations, and period-end close activities.
- Guide clients through efficient external audit processes.
- Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K.
- Improve financial planning and analysis through budgeting, forecasting, and data analytics.
- Review monthly internal financial reporting packages.
- Support regulatory reporting requirements.
- Partner with business units outside of accounting to improve financial operations.
- Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making.
- Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions.
- Support implementation of new accounting standards and accounting policies.
- Communicate effectively with clients regarding project findings, recommendations, and status updates.
- Collaborate with CrossCountry and client teams to identify business issues and develop practical solutions.
- Oversee project administration, including project planning, budgeting, account management, and billing.
- Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities.
- Help project teams resolve complex accounting and operational issues.
- 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 collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
General Accounting & Close Support
Financial Reporting
Operational Accounting & Transformation
Client & Project Leadership
What You'll Bring:
- 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies.
- Prior experience in professional services (public accounting, advisory firm, or management consulting firm).
- Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred.
- Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies.
- Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements.
- Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred.
- Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python.
- Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency.
- Strong client relationship management and communication skills.
- Experience mentoring and developing junior team members.
- Professionalism and discretion when interacting with executives and clients.
- 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.
Qualifications:
- Bachelor's degree (or higher) in Accounting, Finance, or a related field.
- CPA or CA certification preferred.
- Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs is preferred but not required.
Travel:
- Willingness to travel domestically up to 30%. Travel varies based on client preferences. (With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts.")
- Ability to participate in a hybrid office environment
#LI-Hybrid
#LI-CH2
For applicants located in California, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $98,000 - $206,000 per year + annual bonus + additional benefits.
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.
Skills Required
- 5+ years of advisory, technical accounting, and/or controllership experience
- Prior experience in professional services (public accounting, advisory, or consulting)
- Experience supporting middle-market and emerging growth organizations; exposure to Software/SaaS, Healthcare, or other B2B industries
- Strong operational and technical accounting background, including researching complex accounting issues and implementing policies
- Experience with financial reporting, operational accounting, finance transformation, and process improvements
- Experience with transaction-related accounting (M&A, carve-outs, divestitures, IPO readiness)
- Hands-on experience or significant exposure to ERP systems and reporting tools (NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, Python)
- Demonstrated ability to leverage AI and automation tools to improve accounting processes
- Strong client relationship management and communication skills
- Experience mentoring and developing junior team members
- Professionalism and discretion when interacting with executives and clients
- Comfort responsibly exploring and adopting firm-approved AI tools
- Continuous learning mindset and openness to emerging technologies
- Bachelor's degree in Accounting, Finance, or related field
- CPA or CA certification
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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.
