Associate Director – FP&A - Private Equity Advisory

CrossCountry Consulting LLC; United States; Remote; USD 180,000 - 250,000; Full time

Job summary

CrossCountry Consulting LLC is seeking an Associate Director to join its rapidly growing Private Equity practice. You will serve as a trusted partner to our clients, delivering tailored solutions that strengthen portfolio finance functions and create value for investors.

In this role you will lead client delivery, mentor junior team members, and contribute to business development while building financial models, budgets, forecasts, and covenant analyses across portfolios.

Responsibilities

• Serve clients within the Office of the CFO at PE portfolio companies, creating diagnostics and improving finance function effectiveness.
• Lead the implementation of a financial management capability with multi-year modeling and annual budgeting processes.
• Prepare financial management reports comparing actuals, YTD results, forecasts, and budgets.
• Assess current state and build analytical resources, models, and metrics to support decision making, including covenant analysis.
• Review treasury activities—banking, investments, derivatives, debt repayment, and 13-week cash flow forecasts.
• Develop and maintain relationships with portfolio company representatives and PE sponsors.

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
• 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