CrossCountry Consulting

Director

• Lead our clients and teams on their analytics journey
• Analyze and interpret trends or patterns in substantial and/or intricate data sets
• Suggest strategies for easier preparation and blending of data
• Assist in the 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
• Design process and data flows using standard flowcharting methodology
• Stay informed about emerging AI tools and collaborate with firm leadership to identify compliant opportunities

Associate Director – Business Transformation, Data Transformation & Analytics

Solutions Engineer

• Support a wide range of Data & Analytics Transformation projects, spanning data strategy, analytics enablement, and technology integration.
• Contribute knowledge and best practices related to critical business processes such as data governance and analytics modernization.
• Provide insights into clients, sharing industry-leading practices and guiding them to optimal solutions.
• Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion.
• Proactively monitor industry trends and articulate their potential impact on 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 collaborating 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 supporting project teams in resolving complex issues.
• Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs, identifies opportunities for new business, and delivers high-quality service.
• Play an active role in attracting, interviewing, hiring, and retaining top talent.
• Design and implement system-to-system integrations using APIs, webhooks, batch interfaces, and event-driven patterns.
• Build and support automations across enterprise SaaS platforms (e.g., Coupa, ERP, finance, HR, CRM systems).
• Develop reliable integration workflows with error handling, retries, idempotency, and partial failure management.
• Perform data mapping and transformation between systems with differing schemas and data models.
• Troubleshoot and resolve integration issues across authentication, data, and platform configuration layers.
• Collaborate with business, security, and platform teams to understand requirements and constraints.
• Produce clear integration documentation and operational runbooks.
• Support integrations in production, including monitoring and incident response.

Manager – Automation & Integration Engineer

Financial Planning and Analysis

• 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

Associate Director – FP&A, Private Equity Advisory

• 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.
• 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.
• Identify new growth and shared revenue opportunities, collaborating with leadership to help expand the FP&A capability offering.
• Overseeing end-to-end delivery of FP&A engagements including scoping, staffing, client communication and quality control.
• Providing strategic thought leadership and engagement oversight across concurrent engagements that may include forecasting and budgeting redesign, cash flow and liquidity management, performance reporting and KPI frameworks, interim FP&A support roles, and finance function diagnostics.
• Developing and enhance repeatable delivery ‘playbooks’, templates, tools and methodologies to help scale practice.
• Identifying key industry developments and trends and articulating potential impact on clients.
• Contributing to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Leading coaching family by serving as a role model, coach, mentor, and liaison to the leadership team.

Director, FP&A – Private Equity

• Lead the development and delivery of services
• Serve as the primary relationship manager for 3–5+ Private Equity sponsors, owning origination, expansion, and account strategy across Manufacturing & Industrials portfolio companies
• Leading the execution of FP&A projects in the space; providing leadership to the project team as well as guiding the direction of the engagement for successful outcomes
• Architect and guide the team through the development of board-ready reporting packages, budgets, forecasts, lender reporting models, and 13-week cash flow forecasts
• Advise clients on the appropriate technology stack for their business, with familiarity across common industrial platforms such as SAP, Oracle Fusion, Infor SyteLine, NetSuite, OneStream, SQL, Tableau, and Power BI
• Partner with existing leadership to further develop industrial and manufacturing service offerings, including go-to-market strategy, recruiting, training, and sales enablement
• 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
• 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.
• 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, Manufacturing & Industrials

Controller

• Serve as a trusted partner to our clients across a broad range of industries, company stages, and sizes
• Deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success
• Mix of client delivery, leading teams, and developing junior team members
• Contribute to business development initiatives

Associate Director – Accounting Advisory, Operational Accounting/Controller

• Serve the “Office of the CFO” at private equity healthcare portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
• Lead parts of the implementation of a portfolio support capability, including the development of bottoms-up annual budgets and forecasts utilizing key healthcare industry operational drivers and metrics (net revenue realization, net realization rate, reimbursement rate changes, cash collection velocity, provider productivity and compensation, etc.).
• Assist with the preparation of financial management reports (i) by relevant levels of disaggregation (e.g., clinic/practice, specialty, procedure groups, business unit, payer groups, etc.), (ii) across a variety of key metrics (e.g., volumes, payer concentration, provider and support headcount, etc.) and (iii) comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Assess the current state of finance subfunctions (e.g., revenue cycle management) and build or modify analytical resources, tools, models, metrics, and methodologies to address existing gaps and inefficiencies. Examples include automated and robust revenue waterfall models and physician compensation models to enhance decision-making support.
• Review and assist with cash management including the development of monthly and 13-week cash flow forecasts.
• Effectively transition solutions back to private equity portfolio companies.
• Develop and maintain relationships with portfolio company representatives, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
• Mentor team members by coaching colleagues and help project teams resolve multi-faceted issues.
• 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.

Associate Director – FP&A, Healthcare, Private Equity Advisory

• Serve the “Office of the CFO” at private equity healthcare portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
• Lead parts of the implementation of a portfolio support capability, including the development of bottoms-up annual budgets and forecasts utilizing key healthcare industry operational drivers and metrics (net revenue realization, net realization rate, reimbursement rate changes, cash collection velocity, provider productivity and compensation, etc.).
• Assist with the preparation of financial management reports (i) by relevant levels of disaggregation (e.g., clinic/practice, specialty, procedure groups, business unit, payer groups, etc.), (ii) across a variety of key metrics (e.g., volumes, payer concentration, provider and support headcount, etc.) and (iii) comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Assess the current state of finance subfunctions (e.g., revenue cycle management) and build or modify analytical resources, tools, models, metrics, and methodologies to address existing gaps and inefficiencies. Examples include automated and robust revenue waterfall models and physician compensation models to enhance decision-making support.
• Review and assist with cash management including the development of monthly and 13-week cash flow forecasts.
• Effectively transition solutions back to private equity portfolio companies.
• Develop and maintain relationships with portfolio company representatives, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
• Mentor team members by coaching colleagues and help project teams resolve multi-faceted issues.
• 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 – FP&A, Healthcare, Private Equity Advisory

• Lead pre-close integration preparation and post-close execution for acquisitions and strategic partnerships, ensuring operational readiness and smooth transitions
• Own integration execution from pre-close through close to stabilization and post-integration review, partnering with executive sponsors to ensure intended outcomes are achieved
• Translate deal rationale and leadership priorities into actionable integration plans and measurable milestones
• Establish, operate, and continuously improve the Integration Management Office (IMO), including governance structures, cadence, reporting, and decision frameworks
• Develop standardized integration playbooks, tools, and methodologies to support repeatable, scalable integration execution
• Monitor risks, dependencies, and progress across workstreams, escalating issues and driving resolution
• Lead and coordinate multiple integration workstreams across HR, Operations, Recruiting, Technology, Legal, RevOps and Accounting/Finance, ensuring alignment, accountability, and timely execution
• Serve as the primary integration lead, coordinating functional owners, managing interdependencies, and driving execution across workstreams
• Partner with practice and functional leaders to identify and enable revenue and operational synergies, supporting planning, sequencing, and execution tracking
• Provide visibility into integration progress and outcomes, helping leadership assess whether intended value is being realized (without direct P&L ownership)
• Lead broader business transformation initiatives during periods of lower acquisition activity
• Apply deep professional services operational expertise to identify opportunities for process improvement, standardization, and change adoption across the firm
• Support firmwide initiatives that require structured change management, cross-functional coordination, and program leadership
• Develop and execute clear communication and change management strategies to support adoption and minimize disruption
• Partner closely with executive sponsors, senior leadership, and Corporate Development team to align integration and transformation efforts with strategic priorities
• Build strong relationships across internal teams and external partners to foster collaboration and resolve issues quickly
• Stay informed about emerging AI tools, technologies and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Director, Acquisition Integrations – Transformation

• Serve clients across the "Office of the CFO" at private equity portfolio companies specializing in Software and Technology industry by evaluating current practices and providing recommendations to enhance the efficiency and effectiveness of the accounting, finance, and operations functions
• Provide expert advice and guidance to private equity-owned portfolio companies on inventory management strategies, operational efficiency, and financial performance
• Act as a NetSuite Subject Matter Expert (SME), providing strategic guidance to both project teams and clients
• Lead cross-functional project teams, including NetSuite consultants, Private Equity consultant, and client stakeholders, to achieve project goals
• Help companies to operationalize US-GAAP compliant accounting policies and best-in-class month-end close procedures
• Work with your project team to design, implement, and optimize standard NetSuite to help management teams better understand product level profitability
• 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
• 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
• Regularly meet with team members to prioritize tasks, monitor progress, and assess the need for additional resources
• Guide customers through the change management process, providing resources and strategies to ensure a smooth and effective transition
• Proactively identify and address project risks and issues, implementing effective mitigation strategies

Associate Director, NetSuite – ARM/Suitebilling

Customer Success Manager

• Lead Client Relationship & Delivery Success
• Oversee the transition from implementation to PPS, ensuring a seamless handoff, complete documentation and operational readiness.
• Serve as the primary point of contact for assigned clients, helping ensure they stay supported, informed, and able to realize the full benefit of their Coupa investment.
• Build influential relationships with client stakeholders to understand their strategic priorities and how CrossCountry’s solutions can best support them.
• Coordinate issue resolution, support requests, and internal escalation management to drive a frictionless client experience.
• Drive Client Adoption, Value and Growth
• Monitor adoption trends and KPIs to proactively address risks and identify opportunities to increase ROI.
• Lead semi-annual business reviews with clients to evaluate performance, share insights, and align future needs and roadmap.
• Identify and qualify opportunities to upsell additional software licenses, modules, advisory and/or post-production services.
• Partner with internal teams (Sales, Delivery, PPS) to execute timely renewals, negotiate scope changes, and support expansion conversations.
• Enable Operational Excellence
• Maintain accurate and timely documentation of client activity, risks, opportunities and account health in Salesforce.
• Collaborate with cross-functional teams to ensure coordinated service delivery and alignment with client strategies.
• Contribute to continuous improvement by developing client success best practices, playbooks and refined onboarding processes.
• 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.