From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

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CrossCountry Consulting’s Private Equity Practice has experienced consistent growth over the past several years and we’re looking to add Managing Consultants with strong Finance/FP&A backgrounds to our Team.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

Responsibilities

Serve clients within the “Office of the CFO” of private equity portfolio companies to create a diagnostic framework and improve finance function effectiveness

Assist in client finance and/or accounting functions to include: accounting and operational process improvements, consolidation and reporting, financial reporting preparation, board and management reporting, and system strategy/selection (if needed)

Assist with implementation of a financial management capability, including multi-year financial modeling and annual target-setting processes and translating strategic targets into annual and monthly operating/capital budgets and forecasts

Assist with financial management report preparation, comparing current actual and year-to-date performance with prior year, forecast and budgeted results

Assess current state and building or modifying analytical resources, tools, models, metrics and methodologies to enhance decision-making support, including:

Developing tools for budgeting, forecasting and scenario planning

Understanding key business drivers and performing predictive analysis

Build models to calculate and analyze financial covenants and operating requirements contained in debt agreements, including monitoring and modeling activities related to debt agreement matters

Review and assist with all treasury activities including banking, investment, derivative management, debt repayment and liquidity management, including building 13-week cash flow forecasts

Advocate on behalf of clients and represent clients' needs as appropriate to leadership Work/liaise cross-functionally to solve problems and implement changes

Develop and maintain relationships at portfolio company as well as representatives from Private Equity sponsors and work with CrossCountry team members to scope, clarify, and deliver superior client service

Participate on proposal teams in securing new client work

Performs as a role model, supervisor, coach, and mentor to Senior Consultants and Consultants both on projects and within coaching families. This includes being a champion for the firm in our community, within the market, with recruits, and with employees to attract and retain our people

Participate in advancing the firm through committees and internal initiatives such as recruiting, business development, marketing, and knowledge sharing

Willingness to travel up to 40%

Ideal Skills and Qualifications

5+ years of experience working in a client facing role at a top-tier public accounting firm and/or consulting firm preferably in a financial planning and analysis capacity (This background is a critical differentiator among interested candidates)

Experience working with Private Equity, with an understanding of the unique requirements of the Private Equity consulting environment

Strong analytical and modeling skills with significant experience as it pertains to owning and executing complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards

Hands-on experience building and managing informative professional reports and template structures for various business units in a high growth environment

Extremely precise and detail-oriented

Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint

Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus

Proven track record as an influential change agent, championing, organizing and successfully and efficiently executing new ideas and initiatives

Confident and self-aware, with the ability to use appropriate communication style for various levels across the organization

Ability to converse with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow

Mentorship and people development capabilities

Effective verbal and written communication skills including comfort with executive audiences

Critical thinking skills with the ability to identify and solve complex problems

Desired Certifications

CPA, CA, CFA

Education

Required - BS, BA

Desired - MBA, MA, MFA, MSA

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Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Managing Consultant - Private Equity Advisory (FP&A)

Offer summary

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Job description

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