CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Associate Director - FP&A, Private Equity Advisory

Corporate Finance & FP&AConfirmed live in the last 24 hours

Full-timeRemote in USANo salary listed

About the Job

Requirements

At least 9 years of corporate financial planning and analysis and/or consulting experience, with exposure to middle-market private equity-owned businesses.
Experience addressing the requirements of middle-market consulting, including knowledge of the relationship between private equity sponsors and portfolio companies.
Ability to operate in ambiguous, fast-moving environments, switch between strategic narrative and detailed analysis, and act decisively.
Success building and developing strong client relationships.
Experience across industries such as manufacturing, software as a service, healthcare, or business services.
Experience conversing with Controller groups and accounting teams, including fluent knowledge of the main elements and drivers of income statements, balance sheets, and statements of cash flow.
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, or Python.
Advanced expertise in Microsoft Excel, including macros and pivot tables, and PowerPoint.
Ability to responsibly explore and adopt firm-approved artificial intelligence tools to enhance productivity and innovation.
Openness to learning and applying emerging technologies, including artificial intelligence and automation, in alignment with firm policies and client standards.
Experience mentoring and developing junior team members and helping project teams resolve multifaceted issues.
Bachelor’s degree in accounting or finance.
Willingness to travel up to 40%, with travel varying based on client preferences.

Responsibilities

Serve private equity portfolio company clients within the Office of the CFO by creating diagnostic frameworks and enhancing finance-function effectiveness.
Lead implementation of financial management capabilities, including multi-year financial modeling and annual target-setting processes, and translate strategic targets into annual and monthly operating and capital budgets and forecasts.
Prepare financial management reports comparing current actual and year-to-date performance with prior-year results, forecasts, and budgeted results; help identify and implement associated key performance indicator reporting.
Assess current-state analytical resources, tools, models, metrics, and methodologies, then build or modify them to enhance decision support. Build models to calculate and assess financial covenants and operating requirements in debt agreements, and monitor and model related debt-agreement matters.
Review and assist with treasury activities, including banking, investment, derivative management, debt repayment, and liquidity management; develop 13-week cash flow forecasts.
Develop and maintain relationships with portfolio company representatives and private equity sponsors, and collaborate with CrossCountry team members to scope, clarify, and deliver client services.
Contribute to the development and implementation of 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.
Participate in business development and market the firm’s services to prospective clients, including using existing relationships to generate new opportunities.
Mentor team members by coaching colleagues, providing ongoing feedback and annual performance reviews, and helping project teams resolve multifaceted issues.

Desired Qualifications

CPA or CA certification is preferred.

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 Private Equity practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

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
Lead the implementation of a financial management capability, including multi-year financial modeling and annual target-setting processes, translating strategic targets into annual and monthly operating/capital budgets and forecasts
Prepare financial management reports, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results, and help to identify and implement associated KPI reporting
Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building models to calculate and assess financial covenants and operating requirements outlined in debt agreements, as well as monitoring and modeling activities related to debt agreement matters.
Review and assist with all treasury activities, such as banking, investment, derivative management, debt repayment, and liquidity management, including the development of 13-week cash flow forecasts
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
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 techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities
Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues

What You'll Bring:

9+ years of corporate FP&A and/or consulting experience, with exposure to middle-market Private Equity owned businesses
Experience addressing the unique requirements of the middle-market consulting environment including knowledge about the relationship between private equity sponsors and their portfolio companies
Comfort operating in ambiguous, fast-moving environments with a bias towards action over perfection and switching between strategic narrative and detailed analysis
Consistent success in building and developing strong client relationships
Diverse industry experience that may include manufacturing, SaaS, healthcare, and business services among others
Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow
Strong understanding of cash flow dynamics, debt structures & covenant reporting, value creation plans and exit and diligence processes
Advanced financial modeling skills paired with judgement 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 ERP and EPM platforms.
Experience with or significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc.
Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
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.
Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Qualifications:

Bachelor’s degree in accounting or finance
CPA or CA certification preferred
Willingness to travel up to 40%; travel varies based on client preferences

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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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