Associate Director – FP&A - Private Equity Advisory

CrossCountry Consulting; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Comprehensive healthcare options

401(k) with company matching

Generous parental leave policies

Technology stipends

Job summary

A leading advisory firm is seeking an Associate Director in the United States. This role requires 9+ years of corporate FP&A or consulting experience and involves serving clients in the Office of the CFO and leading financial management initiatives. You will develop relationships with private equity sponsors and mentor junior team members. The position offers comprehensive healthcare benefits, a 401(k) with matching contributions, and generous parental leave policies. Candidates with strong financial modeling skills in a Private Equity context are encouraged to apply.

Qualifications

• 9+ years of corporate FP&A and/or consulting experience.
• Experience with middle-market Private Equity owned businesses.
• Advanced financial modeling skills.

Responsibilities

• Serve clients in the Office of the CFO.
• Lead implementation of financial management capabilities.
• Develop relationships with portfolio company representatives.

Skills

Financial Planning & Analysis

Client Relationship Management

Advanced Excel

Business Development

Team Mentoring

Education

Bachelor’s degree in accounting or finance

CPA or CA certification

Tools

Microsoft Excel

PowerPoint

Tableau

Alteryx

SQL

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 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 financial management capability, including multi-year financial modeling and annual target-setting processes, translating strategic targets into annual and monthly operating/capital budgets and forecasts
• Prepare financial management reports, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results, and help to identify and implement associated KPI reporting
• Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building models to calculate and assess financial covenants and operating requirements outlined in debt agreements, as well as monitoring and modeling activities related to debt agreement matters.
• Review and assist with all treasury activities, such as banking, investment, derivative management, debt repayment, and liquidity management, including the development of 13-week cash flow forecasts
• 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 of corporate FP&A and/or consulting experience, with exposure to middle-market Private Equity owned businesses
• Experience addressing the unique requirements of the middle-market consulting environment including knowledge about the relationship between private equity sponsors and their portfolio companies
• Comfort operating in ambiguous, fast-moving environments with a bias towards action over perfection and switching between strategic narrative and detailed analysis
• Consistent success in building and developing strong client relationships
• Diverse industry experience that may include manufacturing, SaaS, healthcare, and business services among others
• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow
• Strong understanding of cash flow dynamics, debt structures & covenant reporting, value creation plans and exit and diligence processes
• Advanced financial modeling skills paired with judgement to keep models practical and decision-focused
• Advanced expertise of Microsoft Excel (e.g., macros, 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

Qualifications

• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• 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: 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.