Manager – Accounting Advisory - Operational Accounting/Controller

What You'll Do:

General Accounting & Close Support

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.

Financial Reporting

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.

Operational Accounting & Transformation

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.

Client & Project Leadership

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.

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