Associate Director – FP&A, Private Equity Advisory
CrossCountry Consulting
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
About the role
- 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 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
Requirements
- 9+ years’ experience in FP&A and/or restructuring & turnaround in a client facing role preferably in a Private Equity backed company
- Consistent success in building and developing strong client relationships
- 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 analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
- 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
Benefits
- comprehensive healthcare options, including medical, dental, and vision coverage
- flexible spending accounts
- 401(k) with company matching
- generous parental and maternity leave policies
- technology stipends
- wellness reimbursement programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingbudgetingforecastinganalytical skillsfinancial analysiscash flow forecastingfinancial reportingdata analyticsAI tools adoptionperformance metrics
Soft skills
client relationship managementmentoringcoachingcollaborationcommunicationproblem-solvingbusiness developmentfeedback provisionteam leadershipcontinuous learning