CrossCountry Consulting
Associate Director - Finance Transformation, M&A Support (PE/Growth)
CrossCountry Consulting, Mc Lean, Virginia, us, 22107
Associate Director - Finance Transformation, M&A Support (PE/Growth)
Join CrossCountry Consulting as an Associate Director to lead M&A integration projects for middle market private equity clients. You will work closely with our Private Equity practice to deliver tailored transformation solutions that drive value creation.
What You'll Do
Lead M&A integration projects from planning through execution, ensuring alignment with strategic objectives
Set up the Integration Management Office (IMO), define its governance structure, roles, and responsibilities, and ensure it operates effectively to manage all aspects of the integration process
Develop and implement integration strategies, including transformation initiatives and risk mitigation
Create detailed integration plans that outline key milestones, timelines, dependencies, and resource requirements, ensuring alignment with strategic objectives
Identify and implement synergy opportunities across operations, finance, technology, and roles to maximize value creation from transactions
Identify, document, and track the progress of Transition Service Agreements, ensuring a streamlined transaction process and TSA exit
Engage with key stakeholders, including private equity firms, portfolio companies, and internal teams, to ensure alignment and collaboration throughout the integration process for a smooth integration of operations, systems, and culture
Lead change management initiatives to ensure successful adoption of new processes, systems, and cultures within the integrated organization
Manage the IMO cross-functionally, monitor and report on integration progress, identifying and addressing issues proactively
Continuously assess and refine integration processes to improve efficiency and effectiveness, leveraging best practices and lessons learned from previous integrations
Assist portfolio companies with executing scalable “buy-and-build” strategies by developing and implementing repeatable integration playbooks
Provide thought leadership and best practices in M&A integration within the middle market private equity space
Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value
Execute engagements utilizing agile principles – scrums, sprints, kanban, etc.
Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management) and cross-functional dependencies to implement best practices and provide value-added insights
Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs
Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis
Effectively transition solutions back to private equity portfolio companies
Contribute to developing and implementing firm‑approved, AI‑enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service
Seek opportunities to integrate additional solutions and service lines into clients to deliver full‑scale transformation services aligned with client needs
Play an active role in talent acquisition, including interviewing, hiring, and retaining top‑tier professionals who embody our core values
Serve as a coach and mentor to team members, fostering their professional growth and development
Actively participate in business development opportunities and market a full range of services to prospective clients, including using existing relationships to generate new opportunities
What You’ll Bring
10+ years of experience in M&A integration and project management in a consulting firm
Proven track record of managing complex integration projects within the middle market private equity space
Strong understanding of private equity transactions and middle market dynamics
Experience delivering to middle‑market Private Equity Sponsors and their portfolio companies
Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller)
Experience delivering in fast‑paced environments with competing priorities and multiple key stakeholders
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation in alignment with firm policies and client standards
Experience conversing with the Controllership/Accounting and FP&A teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet, statement of cash flow, budgets and forecasts
Knowledge of end‑to‑end Office of CFO (FP&A, Accounting, etc.)
Experience with agile methodologies
Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, FloQast, Blackline, Tableau, Alteryx, SQL) a plus
Experience mentoring and developing junior team members and helping project teams resolve issues
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration or related field from an accredited university
9+ years’ experience working in a client-facing role at a public accounting firm or equivalent consulting firm
Industry experience within the OCFO a plus
MBA, CPA, CFA, CSM a plus
Willingness to travel up to 40% as needed; travel varies based on client preferences
Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; a 401(k) with company matching; generous parental and maternity leave policies; technology stipends; and wellness reimbursement programs. 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 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, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Seniority Level Director
Employment Type Full‑time
Job Function Finance and Sales
Industries Business Consulting and Services
#J-18808-Ljbffr
What You'll Do
Lead M&A integration projects from planning through execution, ensuring alignment with strategic objectives
Set up the Integration Management Office (IMO), define its governance structure, roles, and responsibilities, and ensure it operates effectively to manage all aspects of the integration process
Develop and implement integration strategies, including transformation initiatives and risk mitigation
Create detailed integration plans that outline key milestones, timelines, dependencies, and resource requirements, ensuring alignment with strategic objectives
Identify and implement synergy opportunities across operations, finance, technology, and roles to maximize value creation from transactions
Identify, document, and track the progress of Transition Service Agreements, ensuring a streamlined transaction process and TSA exit
Engage with key stakeholders, including private equity firms, portfolio companies, and internal teams, to ensure alignment and collaboration throughout the integration process for a smooth integration of operations, systems, and culture
Lead change management initiatives to ensure successful adoption of new processes, systems, and cultures within the integrated organization
Manage the IMO cross-functionally, monitor and report on integration progress, identifying and addressing issues proactively
Continuously assess and refine integration processes to improve efficiency and effectiveness, leveraging best practices and lessons learned from previous integrations
Assist portfolio companies with executing scalable “buy-and-build” strategies by developing and implementing repeatable integration playbooks
Provide thought leadership and best practices in M&A integration within the middle market private equity space
Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value
Execute engagements utilizing agile principles – scrums, sprints, kanban, etc.
Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management) and cross-functional dependencies to implement best practices and provide value-added insights
Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs
Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis
Effectively transition solutions back to private equity portfolio companies
Contribute to developing and implementing firm‑approved, AI‑enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service
Seek opportunities to integrate additional solutions and service lines into clients to deliver full‑scale transformation services aligned with client needs
Play an active role in talent acquisition, including interviewing, hiring, and retaining top‑tier professionals who embody our core values
Serve as a coach and mentor to team members, fostering their professional growth and development
Actively participate in business development opportunities and market a full range of services to prospective clients, including using existing relationships to generate new opportunities
What You’ll Bring
10+ years of experience in M&A integration and project management in a consulting firm
Proven track record of managing complex integration projects within the middle market private equity space
Strong understanding of private equity transactions and middle market dynamics
Experience delivering to middle‑market Private Equity Sponsors and their portfolio companies
Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller)
Experience delivering in fast‑paced environments with competing priorities and multiple key stakeholders
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation in alignment with firm policies and client standards
Experience conversing with the Controllership/Accounting and FP&A teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet, statement of cash flow, budgets and forecasts
Knowledge of end‑to‑end Office of CFO (FP&A, Accounting, etc.)
Experience with agile methodologies
Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, FloQast, Blackline, Tableau, Alteryx, SQL) a plus
Experience mentoring and developing junior team members and helping project teams resolve issues
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration or related field from an accredited university
9+ years’ experience working in a client-facing role at a public accounting firm or equivalent consulting firm
Industry experience within the OCFO a plus
MBA, CPA, CFA, CSM a plus
Willingness to travel up to 40% as needed; travel varies based on client preferences
Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; a 401(k) with company matching; generous parental and maternity leave policies; technology stipends; and wellness reimbursement programs. 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 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, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Seniority Level Director
Employment Type Full‑time
Job Function Finance and Sales
Industries Business Consulting and Services
#J-18808-Ljbffr