CrossCountry Consulting

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
• Play a key role in identifying and assessing business obstacles within the Finance and Accounting organization; this includes executing on current state evaluations, gap analysis, requirements gathering, future state design, and implementation remediation execution across the people (organizational design/assessment/training), process, technology (financial systems) and data architecture with the support of experience leaders
• Interact directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice to understand key initiatives in the value creation process to define scope and key priorities (which may be competing)
• With help of experienced leadership, assist portfolio companies with executing scalable ‘buy-and-build’ strategies by developing and implementing repeatable integration playbooks
• Leverage knowledge of business processes such as Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Close/Planning/Analysis, Recruit-to-Hire-to-Retire and Master Data Management to optimize client operations
• Leverage financial systems, automation, analytics, and approved AI tools
• Identify integration opportunities between accounting systems and adjacent platforms
• Support responsible adoption of emerging technologies

Manager – Finance Transformation, Private Equity

• Lead finance and business transformation engagements from diagnostic through execution across people, process, technology, and data
• Build actionable, prioritized roadmaps aligned to sponsor value creation plans
• Design scalable operating models that support growth, margin expansion, and transaction readiness
• Drive improvements across core finance processes (Record-to-Report, FP&A, Order-to-Cash, Procure-to-Pay, MDM)
• Engage directly with CFOs, Controllers, Operating Partners, Portfolio Support Teams, and Deal Teams
• Translate sponsor expectations into executable initiatives with clear accountability and measurable impact
• Navigate competing priorities and high-pressure environments with confidence and clarity
• Operate comfortably in incomplete or evolving situations
• Quickly assess current state, identify root causes, and mobilize teams toward solutions while balancing strategic thinking with hands-on execution
• Leverage data, automation, modern finance systems, and firm-approved AI solutions to improve insights and efficiency
• Transition solutions to portfolio company ownership and enable long-term self-sufficiency
• Contribute to business development, thought leadership, and the growth of the Business Transformation practice
• Coach, mentor, and develop high-performing teams while supporting talent acquisition

Associate Director – Finance Transformation, Private Equity

Content Manager

• Lead Enterprise Content Strategy & Insight-Driven Thought Leadership
• Develop and manage the firmwide content strategy aligned to enterprise priorities and growth objectives for our priority solutions, service lines, industries, and geographies
• Proactively identify and recommend high-impact thought leadership themes based on market trends, competitive intelligence, client demand signals, search behavior, and AI-driven discovery patterns
• Own content-driven SEO and GEO strategy, ensuring firm content and thought leadership are optimized for traditional search engines and generative AI search experiences
• Establish and maintain a centralized editorial framework, annual content roadmap, and structured intake and prioritization process
• Serve as a strategic advisor to practice leaders and marketing strategists, ensuring content aligns with business priorities and drives clear differentiation
• Own and Optimize AI-Enabled Content Development
• Serve as the firm’s advanced Jasper expert and power user
• Build and maintain structured prompt libraries, modular templates, and reusable AI frameworks
• Standardize AI-assisted workflows for marketing and campaign assets
• Develop quality control standards for AI-generated content to ensure brand integrity and consistency
• Train marketing team members on effective Jasper utilization
• Identify and track measurable efficiencies in content development cycle time
• Build Scalable Content Systems & Drive Performance
• Create modular content structures that enable repurposing across campaigns, field marketing, partner marketing, and digital channels
• Reduce bespoke content development through repeatable frameworks and messaging briefs
• Partner closely with the Campaigns Manager to ensure content is optimized for omni-channel activation
• Define KPIs for content engagement, influence, and production efficiency
• Use performance data and stakeholder feedback to continuously refine content strategy and AI workflows

Marketing AI Content Strategist

• 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

• Serve as an analyst on a broad range of audit, risk assessment, control testing, and risk management projects by conducting fieldwork, testing controls, preparing work papers, and ensuring the creation of exceptional deliverables that surpass client expectations
• Conduct preliminary analyses and assessments of assigned operating units, business areas, or controls
• Perform walkthroughs with management to document processes, including narratives, flow charts, and risk control matrices
• Evaluate and test internal controls, and develop tailored remediation strategies for identified risk and control gaps
• Assess financial risks, such as liquidity risk, credit risk, model risk, operational risk, and market risk, and ensure that the organization has robust risk management processes in place
• Ensure compliance with various financial regulations and standards, such as Sarbanes-Oxley (SOX), Basel III and CCAR (for banks), and IFRS or GAAP accounting standards, as well as local regulatory frameworks
• Assist Managing Consultants in driving operational excellence by actively participating in ongoing projects, including engagement planning, budget development, progress monitoring, and quality control of deliverables
• Develop a comprehensive knowledge of business and operational processes and controls
• Cultivate new and deepen existing client relationships, leveraging a deep understanding of their business and delivering exceptional results
• Collaborate with CrossCountry and client team members to address business obstacles, explore potential solutions, and create impactful deliverables

Manager, Risk Advisory – Internal Audit & SOX, Financial Services

Business Development Rep

• CrossCountry Consulting’s Technology Enablement practice is quickly growing, and we are seeking an experienced business development professional to join our OneStream team.
• The Business Development Executive position will be responsible for identifying, generating, and closing new business opportunities for our OneStream practice.
• The primary role of this position will be generating new project opportunities by taking advantage of existing OneStream partnerships, networking, identifying target clients, meeting with clients, and working with our delivery teams to sell CrossCountry services to target clients.
• Expansion and development of opportunities with existing CrossCountry client relationships is also within the scope of the role.

Business Development Executive

• Serve as the primary finance partner to assigned business lines, building strong, collaborative relationships with operational and executive leaders
• Partner with business leaders to understand revenue, margin, utilization, and cost drivers
• Provide financial insights and challenge assumptions to support strategic decisions, investments, and growth initiatives
• Support pricing, resourcing, and profitability analysis, including business case development and ROI evaluation
• Support annual budgeting with the MD of FPA, long-range planning, and rolling forecast processes
• Partner with business lines to align financial plans with operational and strategic priorities
• Develop our Reporting infrastructure and scenario analyses to support decision-making
• Ensure planning assumptions are consistent, transparent, and well-documented
• Oversee monthly and quarterly financial reporting, variance analysis, and KPI tracking
• Deliver executive-level insights, dashboards, and presentations for senior leadership
• Identify risks and opportunities and proactively communicate recommendations
• Continuously enhance reporting clarity, relevance, and analytical depth
• Lead, mentor, and develop FP&A team members, fostering a high-performance and collaborative culture
• Drive continuous improvement of FP&A processes, tools, and systems
• Leverage automation, AI and technology to improve efficiency and scalability
• Support finance transformation initiatives and system implementations

Director, Financial Planning & Analysis – FP&A

• Support a wide range of Finance Transformation projects within banking or capital markets
• Assist with the design and implementation of accounting rules engines, subledgers, and general ledgers
• Develop proof of concepts, rapid prototypes, and accelerators in SQL Lab environments
• Support automation of workflows, reports, journals, reconciliations, and testing
• Contribute to solutions for fungible trade and counterparty netting
• Apply driver-based modeling and predictive analytics to enhance finance processes
• Collaborate with cross-functional teams including Risk, Treasury, and IT
• Proactively monitor industry trends and articulate their potential impact on clients, especially in data strategy and governance.
• 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
• 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

Senior Consultant – Finance Transformation, Banking and Capital Markets

Payroll

• Own end-to-end Canadian payroll processing, including data validation, gross-to-net review, and payroll submissions.
• Partner with third-party payroll providers to resolve issues and ensure timely, compliant processing.
• Lead initiatives related to payroll system enhancements, including a planned transition to a more scalable Canadian payroll provider
• Respond to employee payroll and benefit inquiries with accuracy and professionalism.
• Assist with payroll reconciliations, journal entries, and audit support.
• Maintain payroll calendars, documentation, and standard operating procedures.
• Manage year-end payroll activities, including tax filings and reporting.
• Support Canadian benefits administration in partnership with the Senior Benefits Manager, including enrollments, life events, terminations, invoice reconciliation, and vendor coordination
• Coordinate payroll and benefits setup, transitions, and data validation for newly acquired international entities, and support the integration of payroll and benefits for acquisitions, including system mapping, data migration, policy alignment, and employee transition.
• 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.

Payroll Manager

Consultant

• Lead Oracle EPM implementations (Planning Cloud, EPBCS, FCCS) from design through deployment, ensuring alignment with client requirements and best practices.
• Gather and translate client requirements into functional and technical designs for Oracle EPM solutions.
• Oversee project delivery, manage timelines, identify risks, and implement mitigation strategies using project management tools.
• Deliver organization, process, and technology enhancements to optimize FP&A and financial close functions.
• Collaborate cross-functionally to ensure smooth and successful implementations, leveraging leadership skills to drive initiatives forward.
• Assist clients in identifying opportunities for operational improvement through analytics and strategic insights.
• 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.

Senior Consultant – Oracle Implementation

Controller

• serve as a trusted partner to our clients across a broad range of industries
• assist clients in developing a streamlined monthly close process
• prepare balance sheet reconciliations
• support various aspects of accounting compliance
• guide the implementation of cloud-based finance and accounting systems
• manage the preparation of journal entries, invoices, and reconciliation of accounts during closings

Associate Director – Accounting Advisory, Operational Accounting, Controller

• Aid clients in developing a streamlined monthly close process
• Assist with cash-to-accrual conversions and the creation of supporting schedules
• Validate the existence of assets and prepare associated roll forwards
• Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
• Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies
• Help prepare budgets or forecasts and develop reports for management or regulatory bodies
• Guide the implementation of cloud-based finance and accounting systems
• Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings
• Guide companies through efficient external audit processes
• Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings
• Improve financial planning and analysis (budgeting, forecasting, data analysis)
• Review of monthly internal financial reporting packs
• Review of monthly regulatory reporting
• Liaise with business units outside of accounting to integrate business operations
• Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data driven decision making
• Partner with IT teams to integrate financial systems during acquisitions
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

Associate Director – Accounting Advisory, Operational Accounting/Controller

• Aid clients in developing a streamlined monthly close process
• Assist with cash-to-accrual conversions and the creation of supporting schedules
• Validate the existence of assets and prepare associated roll forwards
• Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
• Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc.
• Help prepare budgets or forecasts and develop reports for management or regulatory bodies
• Guide the implementation of cloud-based finance and accounting systems
• Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings
• Guide companies through efficient external audit processes
• Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings
• Improve financial planning and analysis (budgeting, forecasting, data analysis)
• Review of monthly internal financial reporting packs
• Review of monthly regulatory reporting
• Liaise with business units outside of accounting to integrate business operations
• Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data driven decision making
• Partner with IT teams to integrate financial systems during acquisitions

Director

• Serve as a strategic thought partner to C-suite executives on data initiatives, understanding client personas (CFO, CIO, CHRO, CAO) and advising on harnessing data to support strategic goals.
• Advise clients on establishing a technology and data strategy program that democratizes data, leverages modern cloud platforms, promotes data management, uncovers critical control needs, monitors data quality, and more.
• Enhance clients’ technology stack and serve as Solution Architect to implement, collect, store, transform, process, and analyze data in a single source of truth consistently, efficiently, and without siloes.
• Architect and design scalable, secure, and high-performance data solutions across multiple cloud platforms.
• Lead end-to-end data solution implementation, including ingestion, storage, transformation, and visualization using tools like Snowflake, Databricks, Amazon Redshift, Google BigQuery, Azure Synapse Analytics, Fivetran, Talend, PowerBI, Tableau, and Sigma Computing.
• Collaborate with business stakeholders, data engineers, and developers to define technical requirements and best practices.
• Develop and enforce data governance, security, and compliance standards across data platforms.
• Optimize data pipelines and ETL processes for performance, scalability, and cost efficiency.
• Evaluate emerging technologies and recommend solutions to improve data infrastructure and analytics capabilities.
• Provide technical guidance and mentorship to data engineers and other team members.
• Ensure seamless integration of data platforms within the enterprise architecture.
• Support clients with the design and implementation of forecasting and predictive analytics models.
• Interview clients to identify root causes of challenges; define and document business requirements.
• Conduct current state / future state gap analysis for business and data 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.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Create executive level communications and presentations.
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve complex issues.
• Support business development by building relationships with key internal and external stakeholder.
• Contribute to go-to-market strategy and practice-specific programs

Manager – Finance Transformation, Private Equity

Associate Director – Finance Transformation, Private Equity

Marketing AI Content Strategist

Manager – Financial Due Diligence, Private Equity Advisory

Manager, Risk Advisory – Internal Audit & SOX, Financial Services

Business Development Executive

Director, Financial Planning & Analysis – FP&A

Senior Consultant – Finance Transformation, Banking and Capital Markets

Payroll Manager

Senior Consultant – Oracle Implementation

Associate Director – Accounting Advisory, Operational Accounting, Controller

Associate Director – Accounting Advisory, Operational Accounting/Controller

Associate Director – Accounting Advisory, Operational Accounting/Controller

Associate Director – Data Strategy, Enterprise Reporting, Implementation