Associate Director – FP&A, EPM Advisory

CrossCountry Consulting

Associate Director leading FP&A and EPM transformation engagements for CrossCountry Consulting, an advisory firm. Designing operating models, enabling EPM platforms, leading teams, and developing CFO-level client relationships.

Posted 8/18/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Planning & Analysis (FP&A), financial close and consolidation processes, and EPM advisory, with a strong focus on process design, implementation, and stakeholder engagement. Proven ability to lead teams, drive change management, and develop strategic recommendations for CFO-level decision-making.

Highest-signal resume keywords

Financial Planning & Analysis (FP&A)EPM Lifecycle ManagementOneStream Platform ExperienceChange ManagementBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingLong-Range PlanningManagement ReportingConsolidation MechanicsDriver-Based PlanningKPI DesignScenario ModelingCost AllocationIntercompany Eliminations

Soft Skills

Stakeholder EngagementTeam LeadershipClient Relationship ManagementCoachingExecutive Presence

Tools & Technologies

OneStreamNetSuiteOracleSAPWorkdayMicrosoft DynamicsPower BITableauAlteryx

Certifications & Qualifications

CPACFAAFP Certified Corporate FP&A ProfessionalPMPProsci/Change Management Certification

Industry Keywords

Finance TransformationProfessional ServicesPE-Backed Portfolio CompaniesIPO ReadinessPost-Merger Integration

Tech Stack

Tools & technologies

OraclePMPTableau

About the role

Key responsibilities & impact

Lead the design and activation of FP&A and close and consolidation operating models, organizational structures, roles and RACI, service delivery models, calendars, governance, and performance metrics
Own end-to-end process design and implementation across budgeting, forecasting, long-range planning, management reporting, financial close, consolidation, intercompany, and statutory-to-management reporting
Lead client workshops, align stakeholders, facilitate current- and future-state design, and develop strategic blueprints, target operating models, and transformation roadmaps
Provide strategic FP&A surge and interim support and translate observations into actionable recommendations
Model and optimize processes through cycle-time reduction, handoff elimination, control simplification, and automation
Guide EPM platform evaluation and selection, including requirements, RFPs, vendor demos, scoring, and fit/total-cost recommendations
Lead EPM implementation enablement across program management, requirements, design, data models, testing, data conversion, and reconciliation
Own change management, adoption, communications, training, hypercare, and behavioral change
Partner with data and analytics teams on integrations, master data, and downstream reporting
Advise on AI and automation for forecasting, variance analysis, and close
Support business development through opportunity identification, discovery, scoping, pricing, proposals, SOWs, orals, and closing
Build client relationships and serve as a trusted advisor to CFOs, Controllers, and heads of FP&A
Contribute to practice methodology, accelerators, delivery assets, qualifications, and commercial models
Develop thought leadership and represent the firm at conferences and in the EPM partner ecosystem
Collaborate across CrossCountry Consulting solution areas to deliver integrated client solutions
Lead multiple concurrent engagement teams with accountability for quality, margin, and client experience
Coach team members, manage performance, and support career progression
Interview, assess, and close talent aligned with the firm's Core Values

Requirements

What you’ll need

9+ years of progressive experience across FP&A, financial close and consolidation, finance transformation, or EPM advisory
5+ years of experience in a client-serving consulting environment
Demonstrated ownership of end-to-end FP&A and/or close and consolidation transformations in complex organizations
Hands-on experience across the EPM lifecycle with at least one leading platform; OneStream strongly preferred
Strong knowledge of driver-based planning, rolling forecasts, long-range planning, scenario and sensitivity modeling, profitability and cost allocation, management reporting, and KPI design
Working knowledge of consolidation mechanics, intercompany eliminations, legal entity and ownership structures, currency translation and CTA, top-side adjustments, and GAAP/non-GAAP bridges
Proven contribution to business development, including sourcing, shaping, and closing work
Track record leading and developing multi-level delivery teams
Executive presence and ability to build analyses and narratives that support CFO-level decisions
Bachelor's degree in Accounting, Finance, Business, or a related discipline
Professional services experience strongly preferred
Experience facilitating Kaizen, Human-Centered Design, or other structured workshops preferred
CPA, CFA, AFP Certified Corporate FP&A Professional, OneStream, PMP, or Prosci/change management certification preferred
Prior in-house FP&A or controllership experience a plus
Familiarity with NetSuite, Oracle, SAP, Workday, Microsoft Dynamics, Power BI, Tableau, or Alteryx a plus
Exposure to PE-backed portfolio companies, carve-outs, IPO readiness, or post-merger integration a plus
MBA or master's degree a plus
Willingness to travel up to 45% based on client needs

Benefits

Comp & perks

Medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs
Professional growth support