Job description

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 portfolio support capability, including the development of bottoms-up annual budgets and forecasts utilizing operational drivers and key metrics for the Software / SaaS industry (bookings, headcount, etc.). Prepare financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results. Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building ARR roll-forward models / snowballs detailing key movements and to better understand gross and net retention. Review and assist with cash management including the development of monthly and 13-week cash flow forecasts. 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. 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’ experience in FP&A preferably in a Private Equity backed company. Software / SaaS industry experience. Consistent success in building and developing strong client relationships. Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet and statement of cash flow. Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards. Advanced expertise in Microsoft Excel (e.g., advanced formulas, pivot tables, etc.) and PowerPoint. Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus. 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. Bachelor’s degree in accounting or finance. CPA is a plus. Willingness to travel up to 40%; travel varies based on client preferences. 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: crosscountry-consulting.com . 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.

Requirements

Must-haves

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.
Prepare financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
Review and assist with cash management including the development of monthly and 13-week cash flow forecasts.
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.
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.
9+ years’ experience in FP&A preferably in a Private Equity backed company.
Software / SaaS industry experience.
Consistent success in building and developing strong client relationships.
Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet and statement of cash flow.
Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards.
Advanced expertise in Microsoft Excel (e.g., advanced formulas, 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.
Bachelor’s degree in accounting or finance.
Willingness to travel up to 40%; travel varies based on client preferences.
Benefits Summary
Equal Employment Opportunity (EEO)

Nice-to-haves

Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus.
CPA is a plus.

Application prep

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Keywords to mirror

aisql

Platform: lever
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Wellness