Apply on Employer Site

CrossCountry Consulting · 3 months ago

Partner – Technology Enabled Finance Transformation

San Francisco, CA

Full-time

Hybrid

Director/Executive

$300K/yr - $650K/yr

15+ years exp

CrossCountry Consulting is an advisory firm committed to creating a positive experience for both clients and employees. The Partner role involves serving as a strategic advisor, leading transformation initiatives, and driving enterprise-wide change within the Office of the CFO, while also overseeing client engagements and developing junior team members.

AccountingConsultingFinanceRisk Management

Growth Opportunities

Responsibilities

Serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise-wide change within the Office of the CFO

Shape and deliver high-impact solutions that span finance strategy, process optimization, technology enablement, and organizational design

Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan

Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities

Create delivery methodologies and new service offerings

Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation

Provide coaching, mentorship, and professional development opportunities for team members

Actively participate in recruiting and retention efforts to attract and retain top talent

Contribute thought leadership through case studies, white papers, and market-facing content

Develop new service offerings and delivery methodologies to meet evolving client needs

Originate and expand client relationships through strategic networking and market presence

Support the business development team with delivery insights and industry-specific knowledge

Foster a culture of growth and business development across the practice

Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums

Own the strategic direction and execution of multi-dimensional transformation initiatives across finance and accounting functions

Collaborate directly with CFOs, Controllers, and C-Suite stakeholders to deliver tailored solutions

Lead teams that diagnose complex business challenges and architect future-ready solutions across Lead-to-Cash, Quote-to-Cash, and Procure-to-Pay processes

Design and implement scalable integration playbooks to support technology implementations and process improvement

Facilitate executive workshops, define strategic roadmaps, and accelerate time-to-value through agile delivery models

Leverage cutting-edge finance technologies and data analytics to drive automation, insight, and performance

Expand client relationships by delivering exceptional outcomes and identifying cross-selling opportunities

Inspire high-performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth

Identify emerging market needs, contribute to strategic planning, and support investment decisions

Qualification

Finance transformationBusiness developmentClient relationship managementAgile delivery methodologiesExecutive presenceMentoring teamsCFO advisoryEmotional intelligenceCPACFACSMDesign thinking

Required

Consistent success in building and developing strong client relationships

Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings

A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives

15+ years of experience in professional services, with a proven track record of delivering transformation

Deep expertise in finance transformation across strategy, process, technology, and organizational design

Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders

Familiarity with agile delivery methodologies and design thinking principles

Bachelor's degree in Finance, Business Administration, or related field; MBA, CPA, CFA, or CSM strongly preferred

Big 4 or equivalent consulting background with a focus on CFO advisory or business transformation