Associate Director - Accounting Advisory (Operational Accounting/Controller)

Cross Country Consulting; New York (NY); On-site; USD 124,500 - 260,000; Full time

Benefits offered by this job

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave

Job summary

A leading consulting firm in New York is seeking an experienced financial advisory professional to streamline accounting processes, enhance financial reporting, and guide clients in navigating regulatory requirements. The ideal candidate will have over 8 years of experience, including expertise in ERP systems like NetSuite and the ability to leverage AI tools. This role requires a Bachelor's degree in Accounting or Finance, with a CPA preferred. Competitive compensation includes a salary range of $124,500 - $260,000 plus benefits.

Qualifications

• 8+ years of experience in advisory and controllership roles.
• Hands-on experience with ERP systems.
• Proven ability to leverage AI and automation for process optimization.
• Strong client relationship management skills.

Responsibilities

• Develop streamlined monthly close processes for clients.
• Assist with cash-to-accrual conversions.
• Support SEC filing and traditional reports like 10-K and 10-Q.
• Liaise with business units to integrate operations.

Skills

Client relationship management

Mentoring and team leadership

ERP systems experience

Leveraging AI tools

Financial planning and analysis

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or CA certification preferred

Tools

NetSuite

Sage

MS Dynamics

QuickBooks

Tableau

PowerBI

Alteryx

Snowflake

SQL

Python

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by visiting our site.

What You'll Do

• General Accounting Close Support
• Aid clients in developing a streamlined monthly close process
• Assist with cash-to-accrual conversions and the creation of supporting schedules
• Validate the existence of assets and prepare associated roll forwards
• Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
• Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies
• Help prepare budgets or forecasts and develop reports for management or regulatory bodies
• Guide the implementation of cloud-based finance and accounting systems
• Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings
• Guide companies through efficient external audit processes

• Financial Reporting Support
• Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings
• Improve financial planning and analysis (budgeting, forecasting, data analysis)
• Review of monthly internal financial reporting packs
• Review of monthly regulatory reporting

• Operations Support
• Liaise with business units outside of accounting to integrate business operations
• Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data driven decision making
• Partner with IT teams to integrate financial systems during acquisitions
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

What You'll Bring

• 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies, supported by a strong foundation in professional services (public accounting, advisory firm, or management consulting firm) and 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare, or a broad B2B industry exposure preferred)
• Hands-on experience to various ERP systems and tools such as: NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python
• Ability to leverage AI and automation to optimize accounting processes, enhance reporting accuracy, and drive operational efficiency
• Proven ability to build strong client relationships
• Demonstrated success in mentoring and leading teams, helping project teams resolve multi-faceted 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 techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• CPA or CA certification preferred

Travel

• Willingness to travel domestically up to 40% (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

#LI-Hybrid

#LI-JF1

For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $124,500 - $260,000 per year + annual bonus + additional benefits.

Benefits

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.

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.