Associate Director – Accounting Advisory (Operational Accounting/Controller)

CrossCountry Consulting; San Francisco (CA); Hybrid; USD 125,000 - 260,000; Full time

Benefits offered by this job

Healthcare options

401(k) matching

Parental leave

Technology stipends

Wellness reimbursement

Job summary

CrossCountry Consulting, a leading advisory firm, is seeking an Associate Director in our Accounting Advisory practice in California. You will lead client delivery, mentor junior staff, and contribute to business development initiatives across multiple industries, including PE-backed portfolio companies.

You will guide close processes, financial reporting, and operational improvements, leveraging AI and automation to enhance accuracy and efficiency.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• CPA or CA certification preferred
• 8+ years of advisory and controllership experience in PE-backed or middle-market environments

Responsibilities

• Aid clients in developing a streamlined monthly close process
• Assist with cash-to-accrual conversions and supporting schedules
• Validate the existence of assets and prepare roll forwards
• Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids)
• Support accounting compliance including tax forms and 1099s
• Help prepare budgets or forecasts and develop management/ regulatory reports
• Guide the implementation of cloud-based finance systems
• Manage journal entries, invoices, and reconciliation of accounts
• Guide external audit processes

Skills

Client relationships

Team leadership

Automation

ERP systems

SQL

Python

Education

Bachelor's degree in Accounting/Finance

CPA/CA certification preferred

Tools

NetSuite

Sage

MS Dynamics

QuickBooks

Workiva

DFIN

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 clicking here.

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.)
• Ability to participate in a hybrid office environment

For applicants located in California, 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 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.