CrossCountry Consulting
Associate Director – FP&A - Private Equity Advisory
United States · Remote · Director · Full-time · Posted Jan 15, 2026
- Experience
- 9+ years of corporate FP&A and/or consulting experience; the posting also specifies exposure to middle-market Private Equity owned businesses.
- Education
- Bachelor’s degree in accounting or finance
About the job
Leads FP&A and finance-function improvement engagements for private equity portfolio companies, including financial planning, reporting, cash and debt management, client development, and team leadership.
What you'll do
- Lead financial modeling, target-setting, budgeting, forecasting, KPI reporting, and finance-function improvement for portfolio companies.
- Assess and support treasury, liquidity, debt covenant monitoring, and cash-flow forecasting; advise clients and private equity sponsors.
- Develop client relationships and business opportunities, mentor team members, and help implement firm-approved AI-enabled solutions.
What they ask for
- 9+ years of corporate FP&A and/or consulting experience, with exposure to middle-market Private Equity owned businesses.
- Bachelor’s degree in accounting or finance.
- Advanced financial modeling skills and strong understanding of cash flow, debt structures, covenant reporting, value creation plans, and exit and diligence processes.
- Advanced expertise in Microsoft Excel and PowerPoint; willingness to travel up to 40%, varying based on client preferences.
Nice to have
- CPA or CA certification preferred.
- Experience or significant exposure to data analytics tools such as Tableau, PowerBI, Alteryx, Snowflake, SQL, or Python.
Tools
Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Microsoft Excel, PowerPoint
AI focus
Contribute to firm-approved AI-enabled client solutions and explore compliant AI tools to improve productivity, client solutions, and internal processes, following company policies and client standards.
Model-written summary · the original posting is authoritative