Director - Finance Transformation - Private Equity/High Growth SAAS

CrossCountry; Boston (MA); Hybrid; USD 178,000 - 366,000; Full time

Job summary

A leading firm in advisory services seeks a Director for its Business Transformation practice in Boston. This role involves managing client engagements, leading transformation projects, and driving value creation for Private Equity clients. The ideal candidate should possess strong interpersonal skills, 10+ years in professional services, and a relevant degree, contributing to a collaborative team focused on innovative solutions.

Benefits

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave policies

Technology stipends

Wellness reimbursement programs

Qualifications

• 10+ years' experience in professional services preferred.
• Experience delivering to middle-market Private Equity Sponsors.
• Experience leading end-to-end transformation services.

Responsibilities

• Manage multi-faceted projects across the project lifecycle.
• Drive transformation across Lead-to-Cash and Procure-to-Pay processes.
• Provide senior account and project-level leadership ensuring exceptional delivery quality.

Skills

Interpersonal skills

Agile methodologies

Design thinking

Education

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

MBA, CPA, CFA, CSM

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 Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premier 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 a Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development/account management, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team. 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, collaborative, energetic and entrepreneurial team!

What You'll Do

• Manage multi-faceted projects across the project lifecycle from current state evaluation, gap analysis, requirements gathering, future state design, and implementation across the organizational, process, technology (financial systems) and data dimensions; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice.
• Play a key role in identifying and assessing business obstacles within the Finance and Accounting functions, and delivering end-to-end transformation within the Office of CFO – strategy, process, organization design and structure, data and technology transformation
• Drive transformation across Lead-to-Cash, Quote-to-Cash, and Procure-to-Pay processes, with a focus on recurring revenue models, subscription billing, and ARR/MRR metrics.
• Lead client engagements and facilitate workshops with client groups and key stakeholders to set strategic vision for the future, understand current gaps, and build roadmap 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 processes and defining future state processes
• Leverage knowledge of leading finance tools, automation, data & analytics and cutting edge solutions to address client needs.
• Support various Business Transformation projects that could encompass system strategy and selection, process improvement, operations performance enhancement, change management, program and project management, data analytics, and business analysis
• Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities to pull-through other CrossCountry solutions and service lines to deliver full-scale transformation services
• Deliver high-quality consulting services by taking personal ownership of client engagements, ensuring that deliverables are practical and impactful
• Create thought leadership on art of the possible and future ready principles for transformation
• Oversee teams and individuals, monitor and guide performance in alignment with objectives, and promptly address issues, risks, and conflicts as they arise
• Drive the strategic direction of the practice by actively monitoring industry trends, identifying emerging opportunities, and creating new services and solutions that meet market needs
• Actively contribute to talent acquisition and retention efforts, participating in attracting, interviewing, and hiring top talent who embody our core values
• Lead business development efforts and market a full range of services to prospective clients including using existing relationships to generate new opportunities

What You'll Bring

• 10+ years' experience in professional services preferred
• Strong interpersonal skills / high EQ to rely on when interacting and communicating with others
• Experience delivering to middle-market Private Equity Sponsors and their portfolio SAAS/Software 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)
• Understanding of end-to-end Office of CFO (FP&A, Accounting, etc.)
• Experience with agile methodologies
• Experience with design thinking techniques that prioritize the user experience/end user of finance solutions
• Experience mentoring and developing junior team members and helping project teams resolve complex and multifaceted issues
• Bachelor’s degree in Finance, Business Administration or related area of study from an accredited university
• Big 4 or similar consulting experience
• MBA, CPA, CFA, CSM a plus

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For applicants located in Boston, 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 $178,000 to $366,000 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 employeesand 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.