C

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Director – Financial Planning and Analysis Private Equity

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeRemote in USANo salary listedRemote

About the Job

Requirements

  • 10+ years of senior financial planning and analysis and/or consulting experience, with significant exposure to middle-market private equity-owned businesses.
  • Experience addressing the unique requirements of the private equity consulting environment, including knowledge of the relationship between private equity sponsors and their portfolio companies.
  • Experience building, mentoring, and setting standards for high-performing financial planning and analysis teams.
  • Diverse industry experience, which may include manufacturing, software as a service, healthcare, and business services.
  • Strong understanding of cash flow dynamics, debt structures and covenant reporting, value creation plans, and exit and diligence processes.
  • Advanced financial modeling skills and judgment to keep models practical and decision-focused.
  • Knowledge and proficiency in leading and implementing best practices to optimize finance functions.
  • Knowledge of key technology solutions within the Office of the CFO, including leading enterprise resource planning and enterprise performance management platforms.
  • Experience with or significant exposure to data analytics tools such as Tableau, Power BI, Alteryx, Snowflake, SQL, and Python.
  • Demonstrated ability to responsibly explore and adopt firm-approved artificial intelligence tools to enhance productivity and innovation.
  • Proven ability to generate leads from a network outside of existing client work.
  • Experience mentoring and developing junior team members and helping project teams resolve multifaceted issues.

Responsibilities

  • Serve clients within the Office of the CFO at private equity portfolio companies by creating a diagnostic framework and enhancing the effectiveness of the finance function.
  • Develop and maintain relationships with portfolio company representatives and private equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver client service.
  • Identify new growth and shared revenue opportunities, collaborating with leadership to help expand the financial planning and analysis capability offering.
  • Oversee end-to-end delivery of financial planning and analysis engagements, including scoping, staffing, client communication, and quality control.
  • Provide strategic thought leadership and engagement oversight across concurrent engagements, which may include forecasting and budgeting redesign; cash flow and liquidity management; performance reporting and key performance indicator frameworks; interim financial planning and analysis support roles; and finance function diagnostics.
  • Develop and enhance repeatable delivery playbooks, templates, tools, and methodologies to help scale the practice.
  • Identify key industry developments and trends and articulate their potential impact on clients.
  • Contribute to developing and implementing firm-approved, artificial intelligence-enabled client solutions in accordance with company policies on data protection, intellectual property, and professional standards.
  • Stay informed about emerging artificial intelligence tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
  • Serve as a role model, coach, mentor, and liaison to the leadership team.

About the Company

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

CrossCountry Consulting provides tailored advisory services for finance leaders, primarily the office of the CFO, private equity sponsors, and other corporate executives. Its offerings cover digital transformation, transaction management, and ESG standards, delivered through bespoke consulting engagements that align with each client's long-term objectives. The firm works by partnering closely with client teams to diagnose issues, design strategies, and implement solutions, using a hands-on, collaborative approach. Compared with other financial consultancies, CrossCountry stands out through highly customized engagements, a people-first culture, and a clear focus on aligning work with the client's strategic goals. The goal is to help mid-sized and large enterprises navigate financial change, improve performance, and achieve their strategic targets.

Company size
1,001-5,000
Company stage
Early VC
Total funding
$1.5M
Headquarters
Tysons, VA
Founded
2011

Recently Posted Jobs

Explore more opportunities at CrossCountry Consulting

See more jobs