Associate Director - Finance Transformation (Private Equity)

CrossCountry Consulting; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave policies

Technology stipends

Wellness reimbursement programs

Job summary

CrossCountry Consulting is seeking an Associate Director in Dallas, Texas, to join the Business Transformation practice. This role involves serving private equity-backed clients, leading engagements, and mentoring junior team members.

The ideal candidate has substantial experience in finance and accounting transformation and a strong background in client-facing roles.

Comprehensive benefits are included, such as healthcare options and paid leave, which support both professional growth and personal well-being.

Qualifications

• 9+ years’ experience in a client-facing role at a public accounting or consulting firm.
• Experience working with middle-market Private Equity Sponsors.
• Willingness to travel up to 40% based on client need.

Responsibilities

• Serve as trusted partner to private equity-backed clients.
• Lead client engagements and facilitate workshops.
• Support Business Transformation projects in Finance and Accounting.

Skills

Transformational leadership

Finance and accounting processes

Agile methodologies

Microsoft Excel and PowerPoint

Financial systems knowledge

Education

Bachelor’s degree in Finance, Accounting, Business Administration or related area

Tools

Salesforce

Tableau

SQL

Job description

Overview

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. 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.

About the Role

By joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE-backed clients solve today's challenges and drive value creation. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!

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.
• Oversee multi-faceted projects across finance and accounting process lifecycles from current state evaluation, gap analysis, requirements gathering, future state design, and remediation execution across people (organizational design/assessment/training), process, technology (financial systems) and data architecture; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice
• Identify and address obstacles within Finance and Accounting, delivering end-to-end transformation in the Office of the CFO, encompassing strategy, process, people, data, and technology
• Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value
• Execute engagements utilizing agile principles - scrums, sprints, kanban, etc.
• Assist portfolio companies with executing scalable ‘buy-and-build’ strategies by developing and implementing repeatable integration playbooks
• Conduct thorough reviews of clients' current finance and accounting processes and defining future state through process optimization, technology enablement and organizational build/enhancement
• Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, "Order to Cash", Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management ) and cross-functional dependencies to implement best practices and provide value-added insights
• Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs
• Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis
• 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.
• Create thought leadership on art of the possible and future ready principles for transformation
• Seek opportunities to integrate additional solutions and service lines into clients to deliver full-scale transformation services aligned with client needs
• Play an active role in talent acquisition, including interviewing, hiring, and retaining top-tier professionals who embody our core values
• Serve as a coach and mentor to team members, fostering their professional growth and development
• Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities

What you’ll bring

• Experience delivering to middle-market Private Equity Sponsors and their portfolio companies
• Experience leading and solving end-to-end transformation services (people, process, technology)
• Extensive experience in working with transactions and related integration activities
• Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller)
• Experience delivering in high pace environments with competing priorities and multiple key stakeholders
• Experience conversing with the Controllership/Accounting and FP&A teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet, statement of cash flow, budgets and forecasts.
• Knowledge of end-to-end Office of CFO (FP&A, Accounting, etc.)
• Experience with agile methodologies
• Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
• Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Floqast, Blackline, Tableau, Alteryx, SQL) a plus
• Experience mentoring and developing junior team members and helping project teams resolve issues

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration or related area of study from an accredited university
• 9+ years’ experience working in a client-facing role at a public accounting firm or equivalent consulting firm
• Industry experience within the OCFO a plus
• MBA, CPA, CFA, CSM a plus
• Willingness to travel up to 40%; travel varies based on client preference

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.