C

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Forward Deployed Engineer & Agentic Workflow Engineer

Full-TimeDeadline 12/31/26
$150k - $285k/yr+ Annual bonus
Senior
Bachelor's
United States
HybridAvailability to work on client site or in office three days a week, with two days remote; domestic travel up to 20%–40%, depending on engagement phase.
Software EngineeringAI Application Engineering

About the job

Requirements
  • At least five years of software engineering experience, including at least two years focused on AI/LLM application development, agentic systems, or intelligent automation.
  • Hands-on production experience building multi-agent systems using LangChain, LangGraph, CrewAI, AutoGen, or equivalent frameworks, and understanding of agent-loop design, task planning, tool use, and memory management.
  • Proficiency in Python and TypeScript or JavaScript, and experience with FastAPI or an equivalent framework for exposing agent capabilities as APIs.
  • Understanding of LLM capabilities and limitations, including prompt engineering, structured outputs, function calling, context-window management, cost optimization, and latency tradeoffs across frontier models.
  • Experience integrating enterprise source systems through APIs and MCP connectors; familiarity with ERP, EPM, EDW/data lake, and CRM data schemas in a finance context is a plus.
  • Working knowledge of cloud data platforms such as Azure, GCP, or AWS and containerization with Docker and Kubernetes; experience with vector databases such as Pinecone or Weaviate and RAG pipelines.
  • Finance domain fluency to understand and implement workflows for month-end close, variance analysis, revenue recognition, accounts receivable/payable, and FP&A.
  • Ability to deliver working software in ambiguous, fast-moving client environments and compressed, high-stakes timelines.
  • Ability to communicate with technical and non-technical stakeholders and present live-agent demonstrations to CFOs and finance leadership.
  • Openness to continuously learning and applying emerging LLM capabilities, agent frameworks, and enterprise integration patterns.
  • Bachelor’s degree from an accredited university in computer science, software engineering, mathematics, or a related technical discipline.
  • Willingness to travel domestically up to 20%–40%, depending on the client engagement phase.
  • Availability to work on client site or in office three days a week, with two days remote.
Responsibilities
  • Deploy AI Jumpstart packages in client environments by configuring data connectors, calibrating agent logic, and validating outputs against source-system controls within the first week of an engagement.
  • Architect and implement multi-agent orchestration workflows using frameworks such as LangGraph, CrewAI, or AutoGen, including task decomposition, inter-agent messaging, tool-call schemas, and risk-appropriate human-in-the-loop or human-on-the-loop checkpoints.
  • Write, version, and optimize system prompts and structured output schemas for LLM-powered agents; implement function-calling and tool-use patterns against financial APIs; and tune hybrid structured and RAG retrieval strategies for accuracy and auditability.
  • Build and certify MCP connectors and REST/GraphQL integrations to ERP systems such as NetSuite, SAP, and Oracle; EPM systems such as Adaptive Planning and Anaplan; Salesforce; and Workday, ensuring data freshness, completeness, and reconciliation to source-system controls.
  • Package agents as containerized microservices using Docker, Kubernetes, or equivalent; configure CI/CD pipelines, development-to-staging-to-production promotion, and monitoring and alerting for reliable operation at client scale.
  • Work alongside client finance, IT, and data teams to translate business requirements into technical agent design, facilitate working sessions, demonstrate working agents to executive stakeholders, and iterate based on feedback.
  • Instrument agents with deterministic logging, source citations, and control documentation so outputs can be traced, validated, and presented to internal or external auditors.
  • Develop and implement firm-approved AI-enabled client solutions in accordance with company policies on data protection, intellectual property, and professional standards.
  • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
  • Contribute battle-tested code, workflow templates, and connector certifications to the AI practice accelerator library to reduce deployment time on future engagements.
  • Create delivery methodologies and service offerings that scale agentic solutions across clients and enterprise functions.
  • Mentor analysts and junior engineers on engagement teams, track and direct performance against objectives, and encourage continuous improvement and innovation.
  • Contribute to recruiting, proposal writing, and firm-wide AI innovation initiatives.
Desired Qualifications
  • Prior forward-deployed or client-embedded engineering experience is strongly preferred.
  • Familiarity with ERP, EPM, EDW/data lake, and CRM data schemas in a finance context is a plus.
  • Relevant certifications in cloud platforms such as Azure AI Engineer, AWS Machine Learning Specialty, or GCP Professional ML Engineer, LangChain, or equivalent agentic AI tooling are preferred.

About the company

C

CrossCountry Consulting

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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, Virginia

Founded

2011

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Simplify's Take

What believers are saying

  • March 2026 CNM added 200 employees and deepened West Coast office-of-CFO coverage.
  • July 2026 DCS brought 60-plus specialists and 175-plus Salesforce certifications.
  • December 2025 ZAGENO partnership proved CrossCountry sells measurable workflow savings to life sciences clients.

What critics are saying

  • Three acquisitions in 2026 create integration risk across culture, systems, and margins.
  • PE-sponsored advisory demand weakens fast when deal volume slows and fee pressure intensifies.
  • If AI commoditizes routine consulting, CrossCountry loses pricing power and becomes an undifferentiated staffing firm.

What makes CrossCountry Consulting unique

  • June 2026 leadership continuity keeps Erik Linn focused on M&A and partner recruiting.
  • July 2026 DCS acquisition pairs Salesforce, CPQ, and revenue operations with CFO advisory.
  • CrossCountry now spans finance, risk, transactions, cybersecurity, data, and AI-enabled implementation.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Parental Leave
  • Wellness Program
  • Remote Work Options
  • Home Office Stipend

Growth & Insights and Company News

Headcount

6 month growth

6%

1 year growth

1%

2 year growth

6%
Consulting.us
Jul 2nd, 2026
CrossCountry Consulting buys Salesforce specialist Dupont Circle Solutions.

CrossCountry Consulting buys Salesforce specialist Dupont Circle Solutions. 02 July 2026 Consulting.us CrossCountry Consulting, a McLean, VA-based management consultancy, has acquired Dupont Circle Solutions (DCS), an Arlington, VA-based Salesforce consulting firm. Founded in 2015, DCS has completed hundreds of client engagements across lead-to-quote processes, revenue operations, and full-cycle Salesforce strategy. The firm's 60+ professionals provide advisory, implementation, and ongoing support services, and hold 175+ Salesforce and connected-platform certifications. The DCS acquisition will enhance CrossCountry's existing Salesforce practice - deepening capabilities in lead-to-cash and revenue operations. The combined team will support clients on the full revenue cycle, including CRM strategy, Salesforce implementation, CPQ and lead-to-cash optimization, and commercial analytics. "Bringing DCS together with CrossCountry strengthens our ability to help clients transform their commercial operations end-to-end," said Neil Smith, CEO of CrossCountry Consulting. "Combined with our broader advisory capabilities and growing AI solutions, we're creating a highly differentiated offering that helps clients move faster, operate more effectively, and create lasting value." Ben Hatten and Erin Hatten, co-founders and managing partners of DCS, will join CrossCountry as leaders of the Salesforce practice. "Joining CrossCountry expands what we can offer our clients, bringing dedicated Salesforce advisory and implementation expertise to their broader set of finance, risk, and transaction services," Hatten said. "That intersection of capabilities, all grounded in the same expert-driven and people-first approach that defines our firm, is what excites us about this next chapter for our clients and our team." CrossCountry has over 1,600 global employees, according to LinkedIn. The firm provides corporate and private equity clients with services in accounting advisory, business transformation, corporate transactions, risk and compliance, technology, cybersecurity, and data and analytics. CrossCountry earlier this year acquired CNM, a Los-Angeles-based technical advisory firm, and CDS, a San Francisco-based M&A consulting firm.

Business Wire
Jul 1st, 2026
CrossCountry Consulting acquires Dupont Circle Solutions to expand Salesforce practice

CrossCountry Consulting has acquired Dupont Circle Solutions, a Salesforce-focused technology consulting firm based in Arlington, Virginia. The acquisition significantly expands CrossCountry's Salesforce practice and strengthens its lead-to-cash and revenue operations capabilities, particularly for private equity sponsors and portfolio companies. Founded in 2015, DCS employs over 60 professionals with more than 175 Salesforce certifications. The firm specialises in lead-to-quote processes, revenue operations and full-cycle Salesforce strategy. The combined team will support clients across the full revenue cycle, from CRM strategy and Salesforce implementation to CPQ, Revenue Cloud and commercial analytics. AI capabilities will enable intelligent automation and predictive revenue insights. The expanded practice will be led by DCS co-founders Ben Hatten and Erin Hatten.

Babson College
Jun 24th, 2026
Babson earns LGBT Corporate Ally Award at Business of Pride Celebration.

Babson earns LGBT Corporate Ally Award at Business of Pride Celebration. June 24, 2026 Babson College President Stephen Spinelli Jr. MBA'92, PhD (left) joins Jerry Epps (center), director of supplier and community engagement, and Chief Inclusive Excellence Officer Sadie Burton-Goss (right) in accepting the LGBT Corporate Ally Award at the Boston Business Journal 's 10th annual Business of Pride Celebration. Babson College was recognized again for its leadership among Boston's LGBTQ community, receiving the LGBT Corporate Ally Award at the Boston Business Journal's 10th annual Business of Pride Celebration. "It's important for our community to understand that we fit in a larger environment and that education isn't this small island... but has to be integrated into what the community needs and wants," said Babson President Stephen Spinelli Jr. MBA'92, PhD in accepting the award Tuesday night at the Bubble Bath Rooftop at the Citizen M Hotel. "I'm really appreciative of these kinds of awards to highlight the efforts that we're doing," Spinelli added. "We don't want to be just a part of the community; we want to lead the community." Babson was one of three organizations to earn the Corporate Ally Award, along with CrossCountry Consulting and Brown Brothers Harriman. The award recognizes Massachusetts companies and organizations that have demonstrated commitment and innovation to promote greater awareness of and solidarity with the LGBT community. "At the heart of Babson's mission is an inclusive community that champions innovation, collaboration, and belonging," said Carolyn Jones, market president and publisher of the Boston Business Journal, in introducing the Babson award. "The College's Pride Alliance and broader LGBTQ+ initiatives foster a supportive environment for students, faculty, and staff, while campus-wide programming and partnerships promote visibility, advocacy, and education through its ongoing commitment to equity and inclusion. Babson continues to cultivate a campus culture for all members of the community." The importance of Inclusive Excellence. In accepting the award, Spinelli publicly thanked three colleagues whose leadership helps shape the College's work: Sadie Burton-Goss, chief inclusive excellence officer; Jerry Epps, director of supplier and community engagement; and Nana Kwame Opoku MSBA'25, inclusive excellence specialist. In his remarks, Spinelli spoke about Babson's journey from a general embrace of inclusion to proactive inclusive excellence, and how it is imperative for businesses to create value. "It is clear in our assessment of business performance that inclusive excellence gives you a return on investment for your shareholders and your society," he said. "What you're doing is incredibly important to society." Earlier this year, Babson hosted the inaugural Massachusetts LGBTQ+ Business Awards, bringing together top business leaders and allies from across the state of Massachusetts. At that event, the College was honored as Burton-Goss and Epps received the Inclusion Innovator of the Year Award. At the Business of Pride event, Michael Lara, who served as the inaugural assistant director of LGBTQ+ and Identity Programs at Babson for two years, received one of two LGBT Trailblazer Awards in his current role as director of diversity, equity, inclusion, and belonging with the Boston Red Sox and Fenway Sports Group. The other LGBT Trailblazer Award recipient was Victoria Brenneman, vice president of product management at SimpliSafe

Consulting.us
Jun 12th, 2026
CrossCountry appoints Neil Smith and Amy Bjarnason as co-CEOs.

CrossCountry appoints Neil Smith and Amy Bjarnason as co-CEOs. 12 June 2026 Consulting.us CrossCountry Consulting, a McLean, VA-headquartered management consultancy, has promoted co-presidents Neil Smith and Amy Bjarnason to co-CEOs, effective June 15. Smith and Bjarnason will succeed Erik Linn, who has led CrossCountry since co-founding it in 2011. Linn will transition to executive chairman, focusing on long-term strategic positioning, partner recruiting, and strategic acquisitions. Smith and Bjarnason have served as co-presidents since 2025. As co-CEOs, they will jointly oversee firmwide strategy and key decisions, with Smith focusing on the advisory practice and Bjarnason overseeing operations. Smith has 25+ years of experience helping clients optimize operations, finance, and accounting functions. He joined the firm in 2011 as a partner and has led the consulting practice since 2025. Before that, Smith was a principal at Heartwood Consulting, a manager at CapAdvisory, and a senior consultant at BearingPoint and Arthur Andersen Business Consulting. Bjarnason has 30+ years of experience in consulting, operations, and finance. She joined CrossCountry in 2012 as chief operating officer. Before that, Bjarnason was director of operations at Navigant and director of operations for the mid-Atlantic region at EY. "Elevating Neil and Amy to Co-CEOs is a natural progression that recognizes their outstanding leadership and collaborative dynamic," said Linn. "This structure allows us to capitalize on their complementary skillsets and diverse perspectives, leading to sharper decision-making." CrossCountry has over 1,600 global employees, according to LinkedIn. The firm provides corporate and private equity clients with services in accounting advisory, business transformation, corporate transactions, risk and compliance, technology, cybersecurity, and data and analytics. CrossCountry earlier this year acquired California firms CNM and CDS.

Citybiz
Jun 10th, 2026
CrossCountry Consulting elevates Neil Smith and Amy Bjarnason to Co-CEOs.

CrossCountry Consulting elevates Neil Smith and Amy Bjarnason to Co-CEOs. June 10, 2026 Amy Bjarnason and Neil Smith CrossCountry Consulting has promoted Co-Presidents Neil Smith and Amy Bjarnason to Co-Chief Executive Officers, formalizing a shared leadership structure as the business advisory and technology solutions firm prepares for its next phase of growth. The appointments take effect June 15, 2026. As part of the transition, Co-Founder and Chief Executive Officer Erik Linn will assume the role of Executive Chairman, focusing on long-term strategy, partner recruitment, mergers and acquisitions, and market expansion initiatives. The leadership changes come as CrossCountry continues to expand its advisory and technology services platform amid growing demand from corporate clients navigating finance transformation, operational modernization, risk management and artificial intelligence adoption. "Elevating Neil and Amy to Co-CEOs is a natural progression that recognizes their outstanding leadership and collaborative dynamic," Linn said. "This structure allows us to capitalize on their complementary skillsets and diverse perspectives, leading to sharper decision-making." The move formalizes a leadership partnership that has already been operating at the center of the firm's growth strategy. Under the new structure, Smith and Bjarnason will jointly oversee firm-wide strategy and key business decisions, including continued investment in CrossCountry's AI initiatives and technology-enabled advisory services. Smith will continue leading the firm's advisory practice, overseeing the teams responsible for delivering consulting, technology and business transformation services to clients. He brings more than 25 years of consulting and advisory experience, with expertise in finance, accounting and operational transformation. Since joining CrossCountry in 2011, Smith has worked closely with Fortune 500 companies and high-growth organizations on initiatives involving finance optimization, operational efficiency and complex business change programs. Prior to CrossCountry, he held consulting positions with Arthur Andersen, Capital Advisory Services and BearingPoint. Bjarnason will continue overseeing operations while expanding her responsibilities as co-CEO. With more than 30 years of experience in consulting, finance and operational leadership, she has played a central role in building CrossCountry's organizational infrastructure and supporting the firm's expansion. Since joining the company as chief operating officer in 2011, Bjarnason has led initiatives focused on talent development, operational scalability and business platform modernization. Earlier in her career, she held leadership roles at Navigant, EY and Arthur Andersen. The co-CEO structure reflects a broader trend among professional services firms seeking to balance client-facing growth initiatives with increasingly complex operational requirements. As advisory firms expand their technology, data analytics and AI capabilities, leadership models are evolving to support both business development and enterprise execution. In his new role as executive chairman, Linn will focus on strategic priorities designed to support long-term growth. The company said his efforts will center on attracting senior-level talent, evaluating acquisition opportunities and strengthening CrossCountry's position in the advisory and technology consulting market. Headquartered in Washington, D.C., CrossCountry Consulting provides advisory and technology services across finance, accounting, risk and operations. The firm serves Fortune 500 companies, emerging growth businesses and private equity-backed organizations, helping clients address operational challenges, execute transactions and modernize business functions through data, technology and AI-enabled solutions. As organizations continue investing in digital transformation and operational efficiency, CrossCountry is positioning itself to capitalize on growing demand for advisory services that combine technical expertise with technology implementation and business execution capabilities. The leadership transition is designed to support that strategy while maintaining the firm's focus on client service, innovation and long-term growth.