CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Associate Director - Finance Transformation, Private Equity

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeDallas, TX, USANo salary listed

About the Job

Requirements

Experience delivering services to middle-market private equity sponsors and their portfolio companies.
Experience leading end-to-end transformation services across people, process, and technology.
Extensive experience working with transactions and related integration activities.
Experience selling to and delivering for senior executive client leaders, including Operating Partners, Portfolio Support Teams, CFOs, and Controllers.
Experience delivering in fast-paced environments with competing priorities and multiple key stakeholders.
Experience conversing with Controllership/Accounting and FP&A teams, including fluent knowledge of revenue recognition, income statements, balance sheets, statements of cash flow, budgets, and forecasts.
Knowledge of end-to-end Office of the CFO functions, including FP&A and Accounting.
Experience with agile methodologies.
Advanced expertise in Microsoft Excel, including macros and pivot tables, and PowerPoint.
A bachelor's degree in Finance, Accounting, Business Administration, or a related area of study from an accredited university.
At least 9 years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm.
Willingness to travel up to 40%; travel varies based on client preference.

Responsibilities

Serve private equity portfolio company clients within the Office of the CFO, creating diagnostic frameworks and enhancing finance function effectiveness.
Oversee projects across finance and accounting process lifecycles, from current-state evaluation, gap analysis, requirements gathering, and future-state design through remediation execution across organizational design, assessment, training, process, technology, and data architecture; interact directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and the Private Equity practice.
Identify and address obstacles within Finance and Accounting, delivering end-to-end Office of the CFO transformation across strategy, process, people, data, and technology.
Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value.
Execute engagements using agile principles, including scrums, sprints, and kanban.
Help portfolio companies execute scalable buy-and-build strategies by developing and implementing repeatable integration playbooks.
Review clients’ current finance and accounting processes and define future states through process optimization, technology enablement, and organizational build or enhancement.
Apply knowledge of processes such as Procure-to-Pay, Opportunity-to-Cash, Order-to-Cash, Record-to-Report (including Financial Planning/Analysis and Close), Recruit-to-Hire-to-Retire, and Master Data Management, and their cross-functional dependencies, to implement best practices and provide insights.
Use knowledge of finance tools, automation, data analytics, and emerging solutions to meet client needs.
Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis.
Transition solutions back to private equity portfolio companies.
Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with colleagues to scope, clarify, and deliver client service.
Create thought leadership on future-ready transformation possibilities and principles.
Identify opportunities to integrate additional solutions and service lines into client engagements to deliver full-scale transformation aligned with client needs.
Interview, hire, and retain professionals who embody the organization’s core values.
Coach and mentor team members to foster their professional growth and development.
Participate in business development and market services to prospective clients, including using existing relationships to generate opportunities.

Desired Qualifications

Industry experience within the Office of the CFO.
An MBA, CPA, CFA, or CSM.
Knowledge of financial systems, data analytics, and related tools such as Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, FloQast, BlackLine, Tableau, Alteryx, and SQL.

CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

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. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, 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.
Oversee multi-faceted projects across finance and accounting process lifecycles from current state evaluation, gap analysis, requirements gathering, future state design, and remediation execution across people (organizational design/assessment/training), process, technology (financial systems) and data architecture; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice
Identify and address obstacles within Finance and Accounting, delivering end-to-end transformation in the Office of the CFO, encompassing strategy, process, people, data, and technology
Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value
Execute engagements utilizing agile principles – scrums, sprints, kanban, etc.
Assist portfolio companies with executing scalable ‘buy-and-build’ strategies by developing and implementing repeatable integration playbooks
Conduct thorough reviews of clients' current finance and counting processes and defining future state through process optimization, technology enablement and organizational build/enhancement
Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, "Order to Cash", Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management ) and cross-functional dependencies to implement best practices and provide value-added insights
Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs
Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis
Effectively transition solutions back to private equity portfolio companies.
Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
Create thought leadership on art of the possible and future ready principles for transformation
Seek opportunities to integrate additional solutions and service lines into clients to deliver full-scale transformation services aligned with client needs
Play an active role in talent acquisition, including interviewing, hiring, and retaining top-tier professionals who embody our core values
Serve as a coach and mentor to team members, fostering their professional growth and development
Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities

What You'll Bring:

Experience delivering to middle-market Private Equity Sponsors and their portfolio companies
Experience leading and solving end-to-end transformation services (people, process, technology)
Extensive experience in working with transactions and related integration activities
Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller)
Experience delivering in high pace environments with competing priorities and multiple key stakeholders
Experience conversing with the Controllership/Accounting and FP&A teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet, statement of cash flow, budgets and forecasts.
Knowledge of end-to-end Office of CFO (FP&A, Accounting, etc.)
Experience with agile methodologies
Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Floqast, Blackline, Tableau, Alteryx, SQL) a plus
Experience mentoring and developing junior team members and helping project teams resolve issues

Qualifications:

Bachelor’s degree in Finance, Accounting, Business Administration or related area of study from an accredited university
9+ years’ experience working in a client-facing role at a public accounting firm or equivalent consulting firm
Industry experience within the OCFO a plus
MBA, CPA, CFA, CSM a plus
Willingness to travel up to 40%; travel varies based on client preference

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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.

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

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