Job Description:
• 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.
Requirements:
• 10+ years of senior FP&A and/or consulting experience, with significant exposure to middle-market Private Equity owned businesses.
• Experience addressing the unique requirements of the Private Equity consulting environment including knowledge about the relationship between Private Equity sponsors and their portfolio companies.
• Experience building, mentoring, and setting standards for high-performing FP&A teams.
• Diverse industry experience that may include manufacturing, SaaS, healthcare, and business services among others.
• Strong understanding of cash flow dynamics, debt structures & covenant reporting, value creation plans and exit and diligence processes.
• Advanced financial modeling skills paired with judgement to keep models practical and decision focused.
• Knowledge and proficiency in leading and implementing best practices to optimize finance functions.
• Knowledge of key technology solutions within the Office of the CFO, including leading ERP and EPM platforms.
• Experience with or significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc.
• 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.
• Proven ability to generate leads from a network outside of existing client work.
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues.
Benefits:
• comprehensive healthcare options, including medical, dental, and vision coverage
• flexible spending accounts
• 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs