Associate Director - Finance Transformation (Private Equity)

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 counting 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