Associate Director – Accounting Advisory (Operational Accounting/Controller)

CrossCountry Consulting LLC; San Diego (CA); On-site; USD 170,000 - 250,000; Full time

Job summary

CrossCountry Consulting is the transformation partner for the Office of the CFO, helping Fortune 500s and PE-backed portfolio companies modernize workflows with data, AI, and technology. As an Associate Director in Accounting Advisory, you will lead client delivery, manage teams, and develop junior staff while contributing to business development initiatives.

You will bring 8+ years of advisory/controllership experience, strong ERP/tool expertise, and a track record of driving data-driven

Qualifications

• 8+ years of experience spanning advisory and controllership in PE-backed portfolio companies.
• Hands-on exposure to ERP systems and tools listed.

Responsibilities

• General Accounting Close Support: streamline monthly close, prepare reconciliations, support tax and internal controls.
• Financial Reporting Support: SEC filing, budgeting, forecasting, and reporting packs.
• Operations Support: liaise with business units, apply AI/automation to close processes and forecasting.
• Lead teams, mentor staff, and contribute to business development initiatives.

Skills

Client relationship management

Leadership / mentoring

ERP systems knowledge

AI and automation in accounting

Financial analysis / FP&A

Project delivery / advisory

Education

Bachelor's degree in Accounting or Finance

CPA or CA certification

Tools

NetSuite

Sage

MS Dynamics

QuickBooks

Workiva

DFIN

Tableau

PowerBI

Alteryx

Snowflake

SQL

Python

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 Accounting Advisory practice, you will serve as a trusted partner to our clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. Our work spans both public and private companies, with significant exposure to Private Equity–backed portfolio companies. 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 contribute to business development initiatives.

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

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 – OR – significant exposure 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
• Track record as an influential change agent, championing, organizing and successfully implementing new ideas and initiatives efficiently
• Demonstrated success in mentoring and leading teams, helping project teams resolve multi‑faceted issues

Qualifications:

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

Travel:

• Willingness to travel domestically up to 40%. Travel varies based on client preferences.(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.