CrossCountry Consulting

Salesforce Consultant

• Serve as a trusted partner to clients in the Salesforce practice
• Deliver tailored, integrated Salesforce solutions
• Support discovery sessions and understand business goals
• Refine and prioritize user stories and features with the Business Analyst or Product Owner
• Analyze complex business processes and break them into actionable requirements
• Serve as the primary subject matter expert for declarative capabilities, including advanced Flow
• Champion scalable, maintainable solutions that reduce technical debt
• Lead configuration efforts and promote best practices and naming conventions
• Define interactions between declarative configurations and custom code with the development team
• Mentor junior configurators, resolve blockers, and serve as a technical escalation point
• Lead client discussions and provide strategic technical recommendations focused on business value
• Develop and implement firm-approved AI-enabled client solutions in accordance with company policies
• Stay informed about emerging AI tools and identify compliant opportunities with firm leadership
• Guide project teams and clients through the full project lifecycle from discovery through deployment

Senior Salesforce Consultant

Consultant

• Provide post-production support and enhancement services to both large multi-billion-dollar enterprises and emerging growth companies
• Manage client relationships and effectively resolve client support requests, ensuring their satisfaction and success
• Configure, set up, and provide ongoing Coupa administration for clients, ensuring optimal system performance and efficiency
• Develop, test, and deploy customizations, custom objects, and new functionality based on evolving business needs, contributing to our clients' continuous improvement.
• Create new dashboards, save searches, and design custom workflows
• Manage users, roles and permissions, KPIs/Metrics, custom reports and fields
• Serve as a Coupa subject matter expert, integrating Coupa with various applications and providing valuable insights and guidance to clients
• 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.
• Conduct client trainings within Coupa modules when necessary
• Effectively communicate with clients, providing project updates, configuration recommendations, and sharing Coupa best practices to optimize their business operations

Senior Consultant, Coupa Post-Production Support

Accounting Manager

• Financial Reporting (including the design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings)
• Operational Accounting (addressing the need for continuous improvement and optimization of the finance and accounting functions)
• Implementation of new and existing accounting standard
• Communicate effectively with clients to convey project findings, updates and recommendations
• Collaborate with CrossCountry and client team members regarding business issues and potential solutions
• Oversee project administration (e.g., project setup and planning, budgeting, account management, billing)
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues
• Experience mentoring and developing team members
• 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

Manager – Accounting Advisory

• own delivery of your assigned workstream across end-to-end Coupa implementations, executing all phases from requirements through deployment across modules
• facilitate requirements-gathering workshops and perform fit-gap analysis
• redesign business processes within your workstream by identifying inefficiencies and recommending solutions
• perform hands-on configuration and manage integration touchpoints, testing cycles, and supplier enablement activities
• serve as a trusted day-to-day contact for client stakeholders within your workstream
• perform data analysis, import/export formatting, and test script development
• identify reusable design patterns and proactively recommend configurations or process changes
• contribute to developing and implementing firm-approved, AI-enabled solutions for clients

Senior Coupa Functional Consultant

• Own delivery of your assigned workstream across end-to-end Coupa implementations, executing all phases from requirements through deployment across modules
• Facilitate requirements-gathering workshops and perform fit-gap analysis for your workstream
• Redesign business processes within your workstream
• Perform hands-on configuration and manage integration touchpoints, testing cycles, and supplier enablement activities
• Serve as a trusted day-to-day contact for client stakeholders within your workstream
• Perform data analysis, import/export formatting, and test script development to support client deliverables
• Identify reusable design patterns and proactively recommend configurations or process changes
• Maintain thorough documentation of design decisions, configurations, and project deliverables
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients
• Stay informed about emerging AI tools and techniques

Controller

• Support clients in developing streamlined monthly close processes
• Assist with cash-to-accrual conversions and preparation of supporting schedules
• Prepare balance sheet reconciliations, account analyses, and roll forwards
• Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements
• Assist in developing internal controls, accounting policies, and process documentation
• Support budgeting, forecasting, and management reporting initiatives
• Participate in the implementation and optimization of cloud-based finance and accounting systems
• Prepare journal entries, reconciliations, and support monthly and annual close activities
• Assist clients throughout external audit processes
• Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K
• Support financial planning and analysis through budgeting, forecasting, and data analytics
• Prepare and review monthly internal financial reporting packages
• Support regulatory reporting requirements
• Collaborate with business units outside of accounting to improve financial operations
• Support clients in leveraging AI and automation to streamline close processes
• Assist with ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions
• Support implementation of new accounting standards and accounting policies
• Communicate effectively with clients to convey project findings, updates, and recommendations
• Collaborate with CrossCountry and client team members regarding business issues and potential solutions
• Contribute to the successful execution of project workstreams while meeting client expectations and project timelines
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients

Senior Consultant – Accounting Advisory, Operational Accounting, Controller

Manager

• Lead Delivery
• Serve as a trusted advisor to clients, delivering change management support across the full Coupa suite (Procurement, Payables, Expenses, Asset Management)
• Lead change management discovery workshops, identify stakeholder impacts, and design appropriate interventions
• Create and execute change management strategies including communications, training, stakeholder engagement, and resistance management
• Develop and deliver communications and training materials, including job aids and instructor-led trainings
• Monitor user readiness and adoption, identifying gaps and recommending solutions
• Work collaboratively with functional and technical teams to ensure the people side of change is prioritized in delivery
• Define and track success metrics, providing updates to project leadership and clients
• Develop and Mentor the Team
• Mentor team members through coaching, regular ongoing feedback and annual performance reviews
• Actively support project teams in resolving complex issues
• Contribute to Practice Growth
• Engage in internal initiatives such as knowledge sharing, recruiting, or methodology development
• 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

Coupa Change Management Lead, Manager

People Operations

• serve as the primary link between practice leadership and the firm’s HR and Organizational Development functions
• ensure consistent, policy-aligned execution of people programs and processes
• be the trusted practice advisor on performance management, promotions, onboarding, employee relations, and engagement
• require sound judgment, strong relationship building skills, and the ability to thrive in a fast-paced consulting environment

Senior People Operations Manager

• Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting and/or corporate transactions
• Financial Reporting (including the design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings)
• Operational Accounting (addressing the need for continuous improvement and optimization of the finance and accounting functions)
• Analyze complex accounting issues including debt / equity transactions, revenue recognition, stock-based compensation, consolidations, acquisitions and divestures, leases, etc.
• Prepare technical accounting memos and supporting conclusions as needed
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues
• Provide thoughtful leadership and influence executive-level decision-making through a deep analytical insight into core business decisions
• Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, and budgets throughout all lifecycle phases and maintain an integrated project plan
• Manage teams and people by tracking and directing performance against objectives, developing timely resolutions to issues, risks and project team conflicts
• Assist in generating new and add-on business opportunities, developing delivery methodologies and introducing new service offerings

Associate Director – Accounting Advisory

Human Resources

• Research, develop, and implement HR policies aligned with South African employment legislation (LRA, BCEA, EEA, POPIA) and CCC's global business strategy.
• Manage and continuously improve HR systems, strategies, and procedures across the South African entity.
• Manage the employment lifecycle in South Africa, from issuing offers through exit.
• Maintain and update the South Africa Employee Policy Guide to reflect legislative changes and business needs.
• Analyze employee trends and provide leadership with data-driven recommendations to improve the employee experience.
• Manage employee relations matters, including grievances, performance concerns, disciplinary processes, and terminations, in line with the LRA and CCC policy.
• Prepare documentation for and coordinate CCMA proceedings, conciliations, and arbitrations where required.
• Oversee disciplinary hearings and investigations, ensuring procedural fairness and legal compliance throughout.
• Serve as the primary advisor to managers on corrective action, performance management, and fair labour practices.
• Develop, implement, and maintain a compliant Employment Equity Plan aligned with the Employment Equity Amendment Act (effective January 2025) and applicable sector-specific numerical targets.
• Prepare and submit annual EEA2 and EEA4 reports to the Department of Employment and Labour.
• Coordinate the Workplace Skills Plan (WSP) and Annual Training Report (ATR) submissions to the relevant SETA.
• Manage Skills Development Levy (SDL) obligations and liaise with SETA for levy grant recovery.
• Drive BBBEE-related HR data collection, recordkeeping, and reporting to support the company's transformation objectives.
• Ensure all employee data processing activities comply with the Protection of Personal Information Act (POPIA).
• Maintain POPIA-compliant employee records, including consent documentation, data retention schedules, and secure destruction protocols.
• Serve as a point of escalation for employee data privacy queries and concerns.
• Design and execute South African-specific employee engagement programs in partnership with the local South African leader, including budget management.
• Coordinate SA Town Halls, US leadership visits, and Forum operations, including content creation and logistics support.
• Manage the South African market page on CC Connect and maintain South African-specific communications.
• Serve as the general point of contact for South African staff communications and local queries.
• Champion and continuously improve the South African onboarding program, ensuring new hires have clarity on their role, CrossCountry culture, and local practices.
• Coordinate local access provisioning and logistics for new employees (e.g., Workshop17 setup, equipment).

Human Resources Manager

Salesforce Developer

• Oversee client accounts, projects, and engagements
• Lead and consult on Salesforce configurations
• Act as the primary driver of the project
• Guide customers through the change management process
• Ensure successful implementation of technical aspects
• Maintain accountability for delivery quality
• Perform business analysis to design and implement Salesforce within the client’s environment

Salesforce Solution Architect

Financial Planning and Analysis

• Lead the development and delivery of services in Finance Transformation strategy, operating model design, and process optimization
• Technology-enabled transformation including ERP, EPM, automation, analytics, and AI solutions
• Serve as a trusted advisor to CFOs, CIOs, Controllers, CAOs, and executive stakeholders on complex transformation initiatives
• Lead large-scale transformation programs spanning R2R, P2P, O2C, FP&A, and management reporting
• Facilitate executive workshops and strategic planning sessions to drive alignment and outcomes
• Oversee delivery quality, client satisfaction, and account expansion opportunities
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Serve as a key leader in the Business Transformation practice by driving strategic growth of the Finance Transformation practice through business development and market leadership
• Originating new client opportunities and expanding executive-level relationships
• Leading go-to-market strategies aligned to CFO priorities and market demand
• Partnering across Accounting Advisory, Risk Advisory, Technology Enablement, and Transactions to deliver integrated solutions
• Representing CrossCountry through thought leadership, industry events, and publications
• Developing methodologies, accelerators, and differentiated offerings
• Overseeing client accounts, projects, and engagements

Managing Director – Technology-Enabled Finance Transformation

• Lead the development and delivery of services in the following areas:
• - Serve as the primary relationship manager for 3–5+ Private Equity sponsors, owning origination, expansion, and account strategy across SaaS portfolio companies
• - Advise CFOs and CEOs on FP&A operating cadence, capital efficiency, and board-level narratives across growth, retention, and cash
• - Standardize SaaS-native KPIs and modeling frameworks, including ARR waterfalls, net/gross retention, CAC payback, LTV/CAC, and NRR bridges
• - Implement driver-based planning and rolling forecasts tied to bookings, headcount, capacity, and product economics
• - Oversee development of board-ready reporting packages and 13-week cash flow forecasts
• - Guide clients on pragmatic sequencing of systems and tooling including Adaptive, Anaplan, Workday, NetSuite, Intacct, SQL, Tableau, and Power BI
• - Further codify and institutionalize SaaS FP&A playbooks and cohort economics across engagements
• Serve as a key leader in the Practice Equity practice by:
• - Oversee multiple concurrent delivery teams, ensuring quality assurance, risk mitigation, and target margin performance
• - Embed firm-approved AI tools to accelerate diagnostics, variance analysis, and narrative generation in accordance with data protection and IP policies
• - Stay informed about emerging AI techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• - Recruit, coach, and promote top talent
• - Mentor team members by providing ongoing feedback, resolving multi-faceted issues, and supporting career progression
• - Publish insights, speak at PE portfolio forums, and lead benchmarking initiatives that drive market visibility
• - Create new service offerings and delivery methodologies aligned to sponsor needs
• - Own personal origination and sales targets; steward pipeline and contribute to firm growth

Director, FP&A – SaaS – Private Equity Advisory

Director

• Serve as a trusted partner to PE clients executing buy-and-build, carve-out, and divestiture investment theses.
• Responsible for client delivery, team leadership, and development of junior team members.
• Participate in account management and business development activities.

Associate Director – Integrations, Separations & Carve-Outs, Private Equity

Procurement

• Support a wide range of Procurement Transformation projects, encompassing Source-to-Pay technology strategy and selection, purchasing process improvement, operations performance enhancement, change management, program and project management, AI and data analytics
• Deliver strategic sourcing events for clients' spend categories, analyzing spend, developing strategies, conducting RFPs, evaluating bid responses, building business cases, and winning stakeholder alignment to our proposed outcomes
• Help organizations identify and analyze business challenges to improve procurement operations and their connection to finance and accounting
• Contribute knowledge and best practices pertaining to critical business processes across the Source-to-Pay lifecycle
• Support client’s Procurement operations assessments and identify transformative change initiatives through detailed procurement analysis, including but not limited to: supplier spend, vendor master data, category savings identification, buy-pay channels, process & compliance management
• Drive third-party spend analyses and reviews against other internal and external data to identify trends, risks, and opportunities, which are translated into category strategies for cost savings
• Lead workstreams contributing to maturity assessments across procurement capabilities, processes, and general operations
• Build procurement opportunities into prioritization frameworks and transformation roadmaps
• Develop data-driven business cases for transformational change programs
• Assess and escalate project issues, risks, or conflicts to leadership, proactively suggesting resolutions to ensure smooth project completion

Senior Salesforce Consultant

Senior Consultant, Coupa Post-Production Support

Manager – Accounting Advisory

Senior Coupa Functional Consultant

Senior Coupa Functional Consultant

Senior Consultant – Accounting Advisory, Operational Accounting, Controller

Coupa Change Management Lead, Manager

Senior People Operations Manager

Associate Director – Accounting Advisory

Human Resources Manager

Salesforce Solution Architect

Managing Director – Technology-Enabled Finance Transformation

Director, FP&A – SaaS – Private Equity Advisory

Associate Director – Integrations, Separations & Carve-Outs, Private Equity

Senior Consultant – Procurement Transformation