The Role
Lead finance transformation advisory engagements for private equity-backed portfolio companies. Assess finance and accounting functions, conduct gap analyses, gather requirements, design future states, and support implementation across people, processes, technology, and data. Partner with CFOs, Controllers, operating partners, and deal teams; develop buy-and-build integration playbooks; optimize core finance processes; and leverage financial systems, automation, analytics, and AI tools to drive value creation.
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 Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE-backed clients solve today's challenges and drive value creation. 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, including team development and participating in business development activities. If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!
What You'll Do:
- Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
- Play a key role in identifying and assessing business obstacles within the Finance and Accounting organization; this includes executing on current state evaluations, gap analysis, requirements gathering, future state design, and implementation remediation execution across the people (organizational design/assessment/training), process, technology (financial systems) and data architecture with the support of experience leaders
- Interact directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice to understand key initiatives in the value creation process to define scope and key priorities (which may be competing)
- With help of experienced leadership, assist portfolio companies with executing scalable ‘buy-and-build’ strategies by developing and implementing repeatable integration playbooks.
- Leverage knowledge of business processes such as Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Close/Planning/Analysis, Recruit-to-Hire-to-Retire and Master Data Management to optimize client operations
- Leverage financial systems, automation, analytics, and approved AI tools
- Identify integration opportunities between accounting systems and adjacent platforms
- Support responsible adoption of emerging technologies
What You'll Bring:
- 8+ years of client-facing consulting or advisory experience
- Experience delivering transformation initiatives within the Office of the CFO
- Exposure to Private Equity sponsors and/or PE-backed portfolio companies
- Knowledge of core finance processes (R2R, P2P, O2C, FP&A, close)
- Experience in high-growth, transaction-oriented, or fast-paced environments
- Strong analytical and Excel modeling capabilities
- Experience with finance systems (e.g., NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Blackline, Tableau, Alteryx, SQL, etc.)
- Comfort working in ambiguous situations with competing priorities
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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.
Skills Required
- 8+ years of client-facing consulting or advisory experience
- Experience delivering transformation initiatives within the Office of the CFO
- Exposure to private equity sponsors or PE-backed portfolio companies
- Knowledge of core finance processes, including record-to-report, procure-to-pay, order-to-cash, FP&A, and financial close
- Experience in high-growth, transaction-oriented, or fast-paced environments
- Strong analytical and Excel modeling capabilities
- Experience with finance systems such as NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, BlackLine, Tableau, Alteryx, or SQL
- Comfort working in ambiguous situations with competing priorities
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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.
