Associate Director - Finance Transformation (Private Equity)

Company: Cross Country Consulting
Location: Dallas
Posted on: March 3, 2025

Job Description:

By joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE-backed clients solve today's challenges and drive value creation. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!What you'll do

• 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.
• Oversee multi-faceted projects across finance and accounting process lifecycles from current state evaluation, gap analysis, requirements gathering, future state design, and remediation execution across people (organizational design/assessment/training), process, technology (financial systems) and data architecture; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice.
• Identify and address obstacles within Finance and Accounting, delivering end-to-end transformation in the Office of the CFO, encompassing strategy, process, people, data, and technology.
• Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value.
• Execute engagements utilizing agile principles - scrums, sprints, kanban, etc.
• Assist portfolio companies with executing scalable 'buy-and-build' strategies by developing and implementing repeatable integration playbooks.
• Conduct thorough reviews of clients' current finance and accounting processes and defining future state through process optimization, technology enablement and organizational build/enhancement.
• Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, Order to Cash, Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management) and cross-functional dependencies to implement best practices and provide value-added insights.
• Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs.
• Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis.
• Effectively transition solutions back to private equity portfolio companies.
• 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.
• Create thought leadership on the art of the possible and future-ready principles for transformation.
• Seek opportunities to integrate additional solutions and service lines into clients to deliver full-scale transformation services aligned with client needs.
• Play an active role in talent acquisition, including interviewing, hiring, and retaining top-tier professionals who embody our core values.
• Serve as a coach and mentor to team members, fostering their professional growth and development.
• Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities.What You'll Bring:
  • Experience delivering to middle-market Private Equity Sponsors and their portfolio companies.
  • Experience leading and solving end-to-end transformation services (people, process, technology).
  • Extensive experience in working with transactions and related integration activities.
  • Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller).
  • Experience delivering in high pace environments with competing priorities and multiple key stakeholders.
  • Experience conversing with the Controllership/Accounting and FP&A teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet, statement of cash flow, budgets, and forecasts.
  • Knowledge of end-to-end Office of CFO (FP&A, Accounting, etc.).
  • Experience with agile methodologies.
  • Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint.
  • Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Floqast, Blackline, Tableau, Alteryx, SQL) a plus.
  • Experience mentoring and developing junior team members and helping project teams resolve issues.Qualifications:
    • Bachelor's degree in Finance, Accounting, Business Administration or related area of study from an accredited university.
    • 9+ years' experience working in a client-facing role at a public accounting firm or equivalent consulting firm.
    • Industry experience within the OCFO a plus.
    • MBA, CPA, CFA, CSM a plus.
    • Willingness to travel up to 40%; travel varies based on client preference.
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Keywords: Cross Country Consulting, Dallas , Associate Director - Finance Transformation (Private Equity), Executive , Dallas, Texas