CrossCountry Consulting · 4 months ago
Director - Finance Transformation - Private Equity/High Growth SAAS
United States
Full-time
Remote
Director/Executive
$178K/yr - $366K/yr
10+ years expCrossCountry Consulting is an advisory firm dedicated to creating a positive experience for both clients and employees. They are seeking a Director in Finance Transformation to partner with Private Equity clients, delivering tailored solutions that drive value creation and lead multi-faceted projects across the finance and accounting functions.
AccountingConsultingFinanceRisk Management
Responsibilities
Manage multi-faceted projects across the project lifecycle from current state evaluation, gap analysis, requirements gathering, future state design, and implementation across the organizational, process, technology (financial systems) and data dimensions; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice
Play a key role in identifying and assessing business obstacles within the Finance and Accounting functions, and delivering end-to-end transformation within the Office of CFO – strategy, process, organization design and structure, data and technology transformation
Drive transformation across Lead-to-Cash, Quote-to-Cash, and Procure-to-Pay processes, with a focus on recurring revenue models, subscription billing, and ARR/MRR metrics
Lead client engagements and facilitate workshops with client groups and key stakeholders to set strategic vision for the future, understand current gaps, and build roadmap 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 processes and defining future state processes
Leverage knowledge of leading finance tools, automation, data & analytics and cutting edge solutions to address client needs
Support various Business Transformation projects that could encompass system strategy and selection, process improvement, operations performance enhancement, change management, program and project management, data analytics, and business analysis
Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities to pull-through other CrossCountry solutions and service lines to deliver full-scale transformation services
Deliver high-quality consulting services by taking personal ownership of client engagements, ensuring that deliverables are practical and impactful
Create thought leadership on art of the possible and future ready principles for transformation
Oversee teams and individuals, monitor and guide performance in alignment with objectives, and promptly address issues, risks, and conflicts as they arise
Drive the strategic direction of the practice by actively monitoring industry trends, identifying emerging opportunities, and creating new services and solutions that meet market needs
Actively contribute to talent acquisition and retention efforts, participating in attracting, interviewing, and hiring top talent who embody our core values
Lead business development efforts and market a full range of services to prospective clients including using existing relationships to generate new opportunities
Qualification
Required
10+ years' experience in professional services preferred
Strong interpersonal skills / high EQ to rely on when interacting and communicating with others
Experience delivering to middle-market Private Equity Sponsors and their portfolio SAAS/Software 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)
Understanding of end-to-end Office of CFO (FP&A, Accounting, etc.)
Experience with agile methodologies
Experience with design thinking techniques that prioritize the user experience/end user of finance solutions
Experience mentoring and developing junior team members and helping project teams resolve complex and multifaceted issues
Bachelor's degree in Finance, Business Administration or related area of study from an accredited university
Big 4 or similar consulting experience
Preferred
MBA, CPA, CFA, CSM a plus
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
Company
CrossCountry Consulting
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase