Full-Time
Director – Business Transformation
Posted on 10/31/2025
CrossCountry Consulting
1,001-5,000 employees
CFO-focused financial advisory, ESG, digital transformation
No salary listed
McLean, VA, USA
Hybrid
 Consulting (2) |
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- 15+ years of relevant experience working within professional services advising enterprise commercial companies in the following areas: Strategy: OCFO Roadmaps, Transformation & Change Management Office, Business Process Optimization, AI Strategy, Implementation Readiness; Business Processes: P2P, O2C, R2R, Financial Close, Budgeting & Planning, Financial Reporting and Analytics; Technical Areas: One or more areas of Enterprise ERP (Oracle Cloud ERP, NetSuite, SAP S/4 HANA, Workday, Microsoft), EPM/CPM (Oracle EPM, OneStream, Anaplan), NextGen Reporting & Analytics (MS Azure, Alteryx, PowerBI); Track record originating sales opportunities and supporting teams in closing sales cycles; 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; Consistent success in building and developing strong client relationships; Experience mentoring and developing junior team members and helping project teams resolve complex and multi-faceted issues; Experience advising private equity-backed and/or high-growth clients is a plus, but not required.
- Lead and support business development cycles to position and propose CrossCountry’s breadth of solutions across Business Transformation, Technology Enablement, Risk Management and Accounting Advisory services.
- Leverage existing network and referral sources to develop newly originated business across CrossCountry’s suite of solutions and services.
- Develop pipeline and pull through opportunities to generate add-on business and support revenue generation from existing clients.
- Partner with leadership across service lines to create relationships. perform account planning and develop sell through and pull through opportunities to drive revenue generation.
- Understand CrossCountry’s technology partnerships and develop partner relationships to lead sales cycles and support Go To Market initiatives.
- Lead office of the CFO assessments and roadmaps as the starting point to develop and drive enterprise programs, that include the Transformation and Change Management Office function.
- Provide subject matter expert expertise across key business processes within the Office of the CFO including Procure-to-Pay (P2P), Order-to-Cash (O2C), Record-to-Report (R2R), Financial Close, Budgeting & Planning, Management Reporting and Analytics.
- Provide subject matter expertise and best practice guidance on enterprise FinTech solutions that enable the Office of the CFO, including ERP, EPM, Analytics and NextGen reporting solutions.
- Guide CFO teams with a point-of-view on AI solutions, where these solutions exist within the CFO tech stack and how CFO teams can implement these solutions to add value to their organizations.
- Oversee delivery teams, providing senior project leadership and managing evolving client management needs for operational and change initiatives.
- Lead initiatives across the project lifecycle including current state evaluation, gap analysis, requirements gathering, future state design, and implementation across the organizational, business process, technology (financial systems), and data.
- Identify opportunities to further develop client relationships and expand the level of services and solutions provided to clients.
- Serve as a leader in our Business Transformation service line by guiding and directing strategic firm initiatives around process and technology capabilities, change management and program/project management expertise to assist organizations with designing and implementing change initiatives around the finance function/office of the CFO.
- Support the practice’s strategic direction by proactively monitoring industry trends, identifying emerging opportunities, and evaluating potential impacts.
- Account management in overseeing client engagements, maintaining strong relationships with senior client personnel, have a solid understanding of clients’ business, and ensure quality of deliverables and satisfaction on engagements.
- 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.
- Coaching and Development: provide coaching and training opportunities for team members leveraging individual skills and the firm’s people first culture.
- Recruiting and Retention: take an active role in attracting, interviewing, hiring and retaining top talent.
- Thought Leadership: sharing expertise in technical domain(s) with team members and clients, including case studies, white papers, learning materials, and other resources.
- MBA degree from an accredited university (preferred)
- Experience advising private equity-backed and/or high-growth clients is a plus, but not required
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
McLean, Virginia
Founded
2011
Simplify's Take
What believers are saying
- ZAGENO partnership yields $200K savings for Apogee Therapeutics.
- Jim Clayton joins Advisory Council targeting deferred PE deals.
- SCS Cloud acquisition boosts NetSuite ERP implementation expertise.
What critics are saying
- CNM, CDS, SCS integrations trigger client attrition in 6-12 months.
- Investcorp forces sale at depressed valuation in 12-24 months.
- Deloitte undercuts transaction advisory pricing capturing 30% mandates.
What makes CrossCountry Consulting unique
- Acquired CNM LLP to expand West Coast CFO advisory presence.
- Integrated CDS for premier financial due diligence in transactions.
- Launched AI Innovation Lab led by Tom Alexander for responsible AI.
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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
6 month growth
↓ -11%1 year growth
↓ -11%2 year growth
↓ -7%CrossCountry Consulting has acquired CNM LLP, a Southern California-based Office of the CFO advisory firm, expanding its West Coast presence. The deal strengthens CrossCountry's national footprint and enhances its ability to deliver comprehensive finance solutions to clients nationwide. Founded in 2003, CNM has over 200 employees across offices in Los Angeles, Orange County, San Diego, New York and Kuala Lumpur. The firm serves clients ranging from growth companies to Fortune 500 multinationals, specialising in accounting, transactions, risk advisory and business transformation. CNM Managing Partner Sanjay Sheth will become CrossCountry's Los Angeles Office Managing Partner and Southern California Market Leader. William Blair served as financial adviser to CNM, whilst Sheppard Mullin provided legal counsel.
CrossCountry Consulting, a leading business advisory and technology solutions firm, today announced the acquisition of CDS, a premier financial due diligence...
CrossCountry Consulting acquires CDS. CrossCountry Consulting, a leading business advisory and technology solutions firm, today announced the acquisition of CDS, a premier financial due diligence firm headquartered in San Francisco, California. This strategic acquisition significantly strengthens CrossCountry's transaction advisory solutions and enhances its ability to provide comprehensive financial and operational support to both private equity firms and corporate clients in mergers and acquisitions, carve-outs, and recapitalization transactions. With a client base that includes private equity funds, private investors, lenders, and corporate clients, CDS has established itself as a trusted partner in the industry. The integration of CDS's experienced team, along with their deep expertise in buy-side and sell-side financial due diligence, will allow CrossCountry to offer a more robust and seamless suite of transaction services, from initial assessment to post-transaction support. "The addition of CDS not only strengthens our ability to serve the Office of the CFO but also improves our ability to provide comprehensive solutions to private equity sponsors and their portfolio companies across the deal and investment life cycles," said Erik Linn, Co-Founder and Managing Partner of CrossCountry Consulting. "Importantly, CDS also shares our values and dedication to fostering a culture of collaboration and excellence." "We could not be more excited to join forces with CrossCountry," said Brian Drue, Founder and Partner at CDS. "This partnership represents a unique opportunity to leverage our combined expertise and resources to better serve our clients. CrossCountry's reputation for excellence and its commitment to innovation make it the perfect partner for CDS as we embark on this next chapter of growth." CDS will be fully integrated into CrossCountry Consulting's existing operations with the new Financial Due Diligence practice being led by Brian Drue and Anthony Azevedo, Partners at CDS. CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, the firm combines expertise and ingenuity with the power of data, AI, and leading technologies to deliver innovative solutions that address complex business challenges, maximize transaction value, and drive human-centered transformation. Headquartered in Washington, D.C., with employees across the United States and in strategic international locations, CrossCountry is committed to delivering a better experience for its clients, people, and communities. For more information, visit www.crosscountry-consulting.com.
ZAGENO partners with CrossCountry Consulting, connecting lab and finance workflows for Life Sciences. Partnership to align ZAGENO's AI-powered marketplace and CrossCountry's advisory expertise to help biotechs modernize procurement and scale research faster BOSTON, December 15, 2025 (Newswire.com) - ZAGENO, the all-in-one lab procurement platform, today announced a strategic partnership with CrossCountry Consulting, a leading business advisory and technology solutions firm, to connect research and finance workflows for life sciences organizations through a single, integrated procurement and ERP ecosystem. This partnership aligns ZAGENO's AI-powered marketplace, which features over 40 million SKUs, with CrossCountry's deep advisory and technology expertise, including implementations of NetSuite and Coupa. The combined offering helps biotech and pharmaceutical companies eliminate manual purchasing, improve compliance, and gain real-time visibility from requisition to reconciliation. "Finance and R&D teams have long worked in separate systems," said Florian Wegener, CEO and Co-founder of ZAGENO. "By pairing ZAGENO's intelligent marketplace with CrossCountry Consulting's advisory expertise, we're bridging that gap - helping organizations accelerate research, control costs, and realize faster ROI on their technology investments." "Life sciences organizations are under pressure to scale R&D while maintaining tight financial controls," said Jen Cadigan, Partner and Life Sciences Lead at CrossCountry Consulting. "By combining ZAGENO's AI-powered marketplace with our ERP and procurement implementation expertise, we help finance and operations unlock visibility from requisition to reconciliation, reduce manual work, and enable scientists to stay focused on discovery." Early results highlight the partnership's measurable impact. Apogee Therapeutics, a clinical-stage biotechnology company, achieved nearly $200,000 in estimated time savings in its first year, in addition to significant product cost reductions. With ZAGENO integrated into NetSuite through CrossCountry's support, Apogee Therapeutics reduced purchase orders by nearly 40 percent and returned over 250 hours of scientist time to research. The partnership is now available to biotech and pharma organizations through ZAGENO and CrossCountry Consulting. About ZAGENO ZAGENO is the leading lab supply procurement platform for biotech and pharma, built to connect R&D, procurement, and finance teams. With 40 million+ SKUs from over 5,000 suppliers, ZAGENO offers AI-powered search, product comparison, guided buying, and real-time tracking to simplify lab operations. Its platform integrates seamlessly with Coupa, NetSuite, SAP Ariba, and other enterprise systems to help organizations reduce costs and accelerate research. Learn more at www.zageno.com. About CrossCountry Consulting CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, the firm combines expertise and ingenuity with the power of data, AI, and leading technologies to deliver innovative solutions that address complex business challenges, maximize transaction value, and drive human-centered transformation. Headquartered in Washington, D.C., with employees across the United States and in strategic international locations, CrossCountry is committed to delivering a better experience for its clients, people, and communities. For more information, visit www.crosscountry-consulting.com. For ZAGENO: Ivana Visnjic-Lynch, Marketing Manager, [email protected] For CrossCountry Consulting: Lea Gilliam, Communications Senior Manager, [email protected]
CrossCountry Consulting appoints Jim Clayton to board of advisors. Jim Clayton CrossCountry Consulting, a leading business advisory and technology solutions firm, today announced the appointment of respected private equity leader Jim Clayton to its Advisory Council. In this role, Clayton will provide strategic guidance to the firm's national Private Equity practice, supporting the growth of its comprehensive suite of services for the Office of the CFO of portfolio companies. Clayton brings decades of executive experience in industry and professional services focused on the private equity and technology sectors. His deep industry knowledge and network will be instrumental in advancing CrossCountry's mission of equipping private equity clients and their portfolio companies with innovative solutions to navigate complex transformations and achieve strategic growth. This further solidifies the company's position as a trusted partner for firms seeking to maximize value in an evolving market. "In times like these, Private Equity needs to be very disciplined and operationally focused to drive value creation," said Erik Linn, Co-Founder and Managing Partner of CrossCountry Consulting. "Jim's strategic perspective aligns perfectly with our collaborative approach to solving our clients' most pressing challenges and his proven experience serving as a trusted partner to portfolio support teams and operating partners will be invaluable as we continue to accelerate the growth of our Private Equity practice." Clayton's career is defined by significant leadership roles and a proven track record of delivering impactful results, including leading management consulting teams at BDO, co-leading its Private Equity Industry Group, and founding AC Lordi's Business Advisory practice for mid-market private equity firms. Notably, he executed large scale transformation projects from $5M to over $100M that returned significant value to clients. His expertise spans M&A execution, technology enablement, and process optimization across industries including software, healthcare, manufacturing, and insurance. "I am thrilled to join the Advisory Council at this pivotal time in the Private Equity market," said Clayton. "The number of deferred transactions in this space creates exciting market opportunities in the coming years for a firm like CrossCountry. I look forward to working with the team to further enhance their offerings and help their clients thrive in a dynamic market." CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, the firm combines expertise and ingenuity with the power of data, AI, and leading technologies to deliver innovative solutions that address complex business challenges, maximize transaction value, and drive human-centered transformation. Headquartered in Washington, D.C., with employees across the United States and in strategic international locations, CrossCountry is committed to delivering a better experience for its clients, people, and communities. For more information, visit www.crosscountry-consulting.com.