CrossCountry Consulting
Associate Director - Finance Transformation (Private Equity)
Dallas, TX · Hybrid · Director · Full-time · Posted Feb 14, 2025
- Experience
- 9+ years’ experience working in a client-facing role at a public accounting firm or equivalent consulting firm.
- Education
- Bachelor’s degree in Finance, Accounting, Business Administration or related area of study from an accredited university.
About the job
Leads finance transformation engagements for private equity portfolio companies, improving Office of the CFO operations through changes to people, processes, technology, and data.
What you'll do
- Oversee and lead client transformation projects, from current-state assessments and future-state design through implementation and transition.
- Develop client relationships, lead teams and workshops, mentor junior staff, and contribute to business development.
- Design finance process improvements and integration playbooks, using agile methods and financial systems, automation, and analytics.
What they ask for
- Experience delivering services to middle-market private equity sponsors and portfolio companies, including transaction-related integration work.
- Experience leading end-to-end transformations and delivering to senior executive clients in fast-paced, multi-stakeholder environments.
- Fluent knowledge of Controllership/Accounting and FP&A, including financial statements, revenue recognition, budgets, and forecasts; knowledge of the Office of the CFO.
- Advanced Microsoft Excel and PowerPoint expertise; experience with agile methodologies.
Nice to have
- Knowledge of financial systems and data analytics tools such as Salesforce, NetSuite, Tableau, Alteryx, or SQL.
- Industry experience within the OCFO; MBA, CPA, CFA, or CSM.
Tools
Microsoft Excel, PowerPoint, Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa
Model-written summary · the original posting is authoritative