Associate Director – FP&A, EPM Advisory

CrossCountry Consulting

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Planning & Analysis (FP&A), financial close and consolidation processes, and finance transformation, with a strong focus on stakeholder engagement and change management. Proven ability to lead cross-functional teams and deliver strategic insights to CFOs and senior leadership.

Highest-signal resume keywords

FP&A Transformation LeadershipEPM Lifecycle ExperienceDriver-Based PlanningBusiness Development ContributionChange Management Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial CloseConsolidation MechanicsScenario ModelingKPI DesignManagement ReportingRolling ForecastsCost AllocationIntercompany EliminationsGAAP/Non-GAAP BridgesPerformance Metrics

Soft Skills

Stakeholder EngagementTeam LeadershipClient Relationship ManagementCoaching and MentoringCommunication Skills

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 forums, 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, build consensus, 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 recommendations
Lead implementation enablement across program management, functional design, data models, testing, data conversion, and reconciliation
Own change management and adoption, including stakeholder analysis, communications, training, and hypercare
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 building, thought leadership, conferences, and the EPM partner ecosystem
Collaborate across CrossCountry Consulting solution areas to bring integrated capabilities to clients
Lead delivery teams across multiple engagements with accountability for quality, margin, and client experience
Coach team members, manage performance and career progression, and participate in recruiting
Contribute to proposal writing and firm-wide AI innovation initiatives

Requirements

What you’ll need

9+ years of progressive experience across FP&A, financial close and consolidation, finance transformation, or EPM advisory
5+ years in a client-serving consulting environment
Ownership of end-to-end FP&A and/or close and consolidation transformations at complex organizations
Hands-on EPM lifecycle experience with at least one leading platform
Strong command of driver-based planning, rolling forecasts, long-range planning, scenario 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 business development contribution, including sourcing, shaping, and closing work
Track record leading and developing multi-level delivery teams
Executive presence and ability to build analysis and narratives supporting CFO-level decisions
Openness to continuously learning and applying emerging LLM capabilities, agent frameworks, and enterprise integration patterns
Bachelor's degree in Accounting, Finance, Business, or a related discipline
Experience in professional services 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
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