CrossCountry Consulting

Financial Planning and Analysis

• Support a wide range of FDD Analytics engagements spanning buy-side due diligence, sell-side due diligence, quality of earnings assessments, net working capital analyses, and lender advisory services
• Contribute knowledge and best practices related to critical financial processes such as EBITDA normalization, revenue recognition analysis, working capital peg negotiations, and cash flow evaluation across complex, multi-industry target companies
• Provide data-driven insights to clients, translating analytical findings from large and disparate datasets into clear, decision-ready conclusions that address transaction risks and value opportunities
• Construct and maintain financial data models, dashboards, and visualizations using tools such as Alteryx, Power BI, Tableau, Excel, SQL, Python, R, or Snowflake, ensuring outputs are reconciled to core financial statements and operating metrics of target companies
• Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion
• Proactively monitor M&A market trends, evolving analytics technologies, and sector-specific developments, and articulate their potential impact to clients and internal teams
• 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
• Mentor team members through coaching, regular ongoing feedback, annual performance reviews, and actively support project teams in resolving complex issues
• Build and nurture strong client relationships, serving as a trusted advisor who understands client business needs, identifies opportunities for new business, and delivers high-quality service
• Play an active role in attracting, interviewing, hiring, and retaining top talent for the FDD Analytics pod

Manager – Financial Due Diligence Analytics

• Execute financial and analytical workstreams across buy-side and sell-side FDD engagements,including carve-outs and divestitures, including quality of earnings analysis, net working capital assessments, EBITDA normalization, and cash flow evaluation.
• Analyze large and complex datasets—spanning transactional, operational, and financial records—to identify underlying business performance trends, margin dynamics, revenue quality, and potential deal risks and opportunities.
• Build financial models, data pipelines, and visualization tools (e.g., Power BI, Tableau, Alteryx, Excel,Snowflake, Databricks, SQL) that efficiently surface actionable insights for client deliverables and internal team review.
• Draft and contribute to sections of client-facing reports, executive summaries, presentations, and data books that clearly communicate analytical findings to deal stakeholders.
• Participate in management interviews of target company executives and collaborate with cross-functional workstreams including tax, legal, IT, and operational due diligence teams.
• Apply programming languages and analytics platforms (e.g., SQL, Python, R, Alteryx) to automate data processing and improve the efficiency and scalability of diligence workflows.
• 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.
• Manage project workstreams, coordinate data requests, and ensure deadlines are met across concurrent engagements.
• Provide coaching and guidance to junior team members, contributing to a collaborative and growth-oriented team culture.

Senior Consultant – Financial Due Diligence Analytics

Business Development Rep

• Develop and implement a comprehensive business development strategy and process, augmenting the firm’s existing go-to-market approach, coordinating both internal and external resources to optimize CrossCountry Consulting’s positioning in the market.
• Develop, nurture, and maintain strong relationships with key decision-makers at target companies including C-Suite, controllers, finance leadership, board members, and COE (centers of influence).
• Identify new target leads and facilitate proposing and closing new business opportunities within the Los Angeles and Ventura County markets.
• Support the leadership team in cross-selling additional services to existing clients where appropriate.
• Collaborate with leaders across all service lines to craft and implement targeted go-to-market strategies aligned with the firm’s relationship-centric approach.
• Proactively engage with your network, including audit partners, service providers, professional associations, and industry forums to drive business development.
• Plan and execute unique, high-impact business development networking events.
• Provide mentorship and coaching to team members, enhancing their business development capabilities.
• Use pipeline data to make informed decisions regarding business development strategies and tactics. Regularly review the pipeline with service line leaders and the leadership team to identify trends, gaps, and opportunities.
• Provide regular, detailed reports on pipeline status, including forecasting expected wins, potential challenges, and strategic opportunities to the firm’s Regional Partner and leadership team. This should include metrics such as conversion rates, average deal size, time to close, and return on investment for business development activities.

Director – Business Development

Risk

• Creating system narratives, identifying key controls, and concluding on design and operating effectiveness of key controls
• Lead the following IT Internal Audit projects (IT Strategy, Infrastructure Audits, Data Governance, Configuration Management)
• Advanced knowledge of recognized technology frameworks (COBIT, ITIL, FFIEC, etc.)
• Manage project teams to review and evaluate IT environments, risks, internal audit projects, and compliance
• Experience supporting clients in a co-sourced or fully outsourced IT Internal Audit team
• Manage project teams to review and assess IT environments, risks, internal audit projects, and compliance for companies that range from newly public high growth entities in rapidly changing environments to the largest entertainment and public companies
• Ensure that our people and teams come first and that our exceptional culture continues to grow our people, providing opportunities for advancement for all team members
• Lead, develop, mentor and train teams
• Recommend internal control solutions that balance client resource constraints with the need to mitigate risk
• Maintain and build strong, collaborative client relationships
• Demonstrate clear and concise writing, and verbal skills to communicate complex issues in simple terms to clients and team members
• Respond to client needs and balance competing priorities with minimal client disruptions, while maintaining project progress
• Lead business development efforts and market a full range of services to prospective clients including using existing relationships to generate new opportunities

Director, Risk Advisory – Technology Risk

• The Managing Director oversees all aspects of IT Internal Audit Advisory services, ensuring all engagements achieve projected/forecasted metrics.
• Identify and pursue opportunities to broaden the services and client base of the IT Internal Audit Advisory service line.
• Manage and build out project teams to review and assess IT environments, risks, internal audit projects, and compliance for companies that range from newly public high growth entities in rapidly changing environments to the largest entertainment and public companies.
• Ensure that our people and teams come first and that our exceptional culture continues to grow our people, providing opportunities for advancement for all team members
• Lead, develop, mentor and train teams
• Recommend internal control solutions that balance client resource constraints with the need to mitigate risk
• Maintain and build strong, collaborative client relationships
• Use local company knowledge to participate in go-to-market strategy for practice development activities (we take a collaborative, consultative and relationship-based approach to clients)
• Negotiate the scope of the work, bill rates and budgets for recurring projects at existing clients

Managing Director – Risk Advisory, Technology Risk

Data Engineer

• Lead the design and implementation of the organization’s Snowflake-based data warehouse
• Develop scalable data pipelines and integration patterns to support enterprise analytics and reporting
• Design and maintain data models optimized for analytics consumption
• Establish best practices for data architecture, pipeline reliability, performance, and maintainability
• Manage and enhance integrations across key enterprise platforms
• Build and maintain integrations using Talend, Fivetran, system connectors, and APIs
• Serve as the technical lead for data platform initiatives, coordinating work across infrastructure, application, and platform teams
• Provide architectural guidance and technical oversight for vendor and offshore development resources
• Establish foundational data governance and data quality practices

Manager, Data Platform & Integrations

Consultant

• Lead our clients and teams on their analytics journey which includes collaborating on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives, and aiding our clients in the implementation of these initiatives
• Analyze and interpret trends or patterns in substantial and/or intricate data sets
• Suggest strategies for easier preparation and blending of data to bolster analytics
• Assist in creation of forecasting and predictive analytics models
• Generate compelling insights through visual analytics, dashboards, and/or reporting
• Conduct interviews with clients to perform current state/future state gap analysis and identify the root causes of challenges
• Design process and data flows using standard flowcharting methodology

Senior Consultant – Data & Analytics, Banking & Capital Markets

System Administrator

• Monitor assigned business applications and integrations to ensure stable performance and successful execution of system tasks
• Support multiple systems concurrently, ensuring consistent processes, documentation, and user experience across platforms
• Manage ticket queues, troubleshoot and resolve user issues, and escalate as needed to maintain service quality
• Work with system owners and technical leads to assess and configure new releases and enhancements
• Perform standard BAU activities such as user setup, permission adjustments, and routine maintenance
• Translate business needs into detailed requirements, specifications, and test plans
• Document system processes, workflows, and operational procedures to support long-term sustainability
• Partner with business and technical teams to facilitate clear communication, manage expectations, and ensure timely issue resolution
• Support the preparation of reports, slide decks, and other materials for governance and change-management forums
• Administer change request tracking and support governance workflows
• Contribute to change-management activities, such as drafting communications, creating training materials, documenting new processes, and assessing change impacts and risks
• Identify opportunities to streamline processes, improve system efficiency, and enhance the user experience
• Assist in developing project plans and change-management plans for system and process initiatives
• Support a collaborative environment that encourages continuous learning and innovation within the technology team

Systems Administrator

• Lead business development efforts, marketing a full range of services to prospective clients and leveraging existing relationships to generate new opportunities. Originate business of $2-4M through sourcing from your network
• Lead and deliver a broad range of Risk Advisory projects throughout their entire lifecycle (e.g., risk assessment, fieldwork, transformation analyses, and reporting), ensuring the creation of exceptional deliverables that surpass client expectations
• Oversee teams and individual performance, monitoring and guiding to align with objectives while promptly addressing issues, risks, and conflicts as they arise
• Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities
• Take personal ownership of client engagements to deliver high-quality consulting services, ensuring that all deliverables are practical and impactful
• Shape the strategic direction of the practice and the market by actively monitoring industry trends, identifying emerging opportunities, formulating strategy, and creating new services and solutions that meet market needs
• Contribute to talent acquisition and retention efforts by attracting, interviewing, and hiring top talent who embody our core values

Managing Director – Risk Advisory

Director

• Serve as a senior leader within the OneStream practice, partnering closely with the Practice Leader
• Provide executive‑level leadership across a portfolio of client engagements
• Maintain accountability for client outcomes
• Monitor industry trends to inform practice direction
• Lead and support business development efforts
• Guide delivery teams in translating client business objectives
• Oversee end‑to‑end implementation delivery
• Partner with client leadership to assess current‑state operations
• Lead cross‑functional collaboration to deliver high‑quality outcomes
• Coach and mentor project leads and team members
• Contribute to developing firm-approved AI-enabled solutions

• Lead new business development efforts for the Coupa practice across the Enterprise East region, working with the Coupa sales and marketing team to set strategy and craft tactical go-to-market plans, develop leads, nurture opportunities, and close deals
• Lead the sale of projects with organizations not currently served by CrossCountry Consulting within the East region
• Expand active relationships to increase opportunities with current clients, and identify ways to build new client relationships
• Collaborate with delivery teams and internal leadership to develop proposal details and approach
• Partner closely with the Enterprise West counterpart and High Growth sales executives to ensure consistent regional coverage and share market intelligence
• Lead research, analysis, and interpretation across the Coupa and broader Source-to-Pay / Business Spend Management market, including client performance and competitor performance; identify possible impact opportunities through effective market analysis and industry knowledge
• Develop hypotheses about client business issues based on sound analysis in addition to client, sector, and industry knowledge
• Research, organize, and manage client data to assist in driving opportunities
• Actively work existing relationships, networking contacts, professional affiliations, and industry groups to build new client relationships in the East region
• Drive expansion and development of further opportunities within existing client relationships
• Support relationship development with large, key enterprise clients as part of the Coupa leadership team
• Develop a strong internal and external brand and network within the East region enterprise market
• Become proficient in CrossCountry's consulting model, methodologies, and technologies
• Continue to deepen and broaden expertise to enable an expanded viewpoint on the issues impacting our clients
• Actively collaborate with other CrossCountry leaders to pursue leads and see opportunities through to completion
• Contribute to developing and implementing firm-approved, AI-enabled solutions, 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

Business Development Executive – Enterprise

Architect

• Lead end-to-end OneStream AR and TXM implementations
• Design and configure matching logic for complex use cases
• Strengthen financial controls by implementing risk-based reporting frameworks
• Drive period-end close acceleration and broader CPM/EPM improvements
• Manage projects through all phases across organizational, process, technology, and data dimensions
• Lead and mentor cross-functional project teams
• Drive business development efforts

Associate Director – OneStream Architect, Account Reconciliation, Transaction Matching

Solutions Engineer

• Lead and deliver high quality, tailored Sage Intacct product demonstrations aligned to prospect needs, including scenario walkthroughs and clear value messaging
• Support deal teams by coordinating and driving activities required to advance opportunities through the sales process and towards close
• Respond confidently to functional and process-oriented questions, positioning Sage Intacct capabilities in a clear, credible way for both technical and non-technical stakeholders
• Lead discovery sessions during the sales cycle to gather and document business requirements, current state workflows, and success criteria
• Translate requirements into solution recommendations, including module alignment, reporting approach and integration considerations (e.g., marketplace or API-enabled integrations)
• Develop or contribute to SOWs, project scope documents, and requirements summaries that enable accurate pricing, clear expectations, and a strong client experience

Solutions Consultant, Sage Intacct

• Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as the analysis of working capital, cash flows, and key financial metrics
• Review and interpret financial statements under GAAP and other relevant standards
• Develop and present client deliverables, including detailed Excel analyses and PowerPoint presentations summarizing findings
• Work on multiple projects simultaneously, ensuring timely and accurate deliverables
• Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively
• Utilize advanced Excel functions and analytics tools (PowerBI and Alteryx) to synthesize data and identify trends
• 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
• Mentor junior team members and foster a collaborative, inclusive team environment

Manager – Financial Due Diligence, Private Equity Advisory

• Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as analysis of working capital, cash flows, and key financial metrics
• Review and interpret financial statements under GAAP and other relevant standards
• Develop and present client deliverables, including detailed Excel analysis and PowerPoint presentations summarizing findings
• Work on multiple projects simultaneously, ensuring timely and accurate deliverables
• Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively
• Utilize advanced Excel functions and analytics tools (Power BI, Alteryx) to synthesize data and identify trends
• Mentor junior team members and foster a collaborative, inclusive team environment