Associate Director – FP&A - Private Equity Advisory

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As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

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.

Review and assist with all treasury activities, such as banking, investment, derivative management, debt repayment, and liquidity management, including the development of 13‑week cash flow forecasts 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 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.

Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi‑faced issues What You’ll Bring: 9+ years’ experience in FP&A and/or restructuring & turnaround in a client‑facing role preferably in a Private Equity backed company Consistent success in building and developing strong client relationships Experience conversing 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 Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards 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 Comfort with AI: Demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation.

Experience mentoring and developing junior team members and helping project teams resolve multi‑faced issues Qualifications: Bachelor’s degree in accounting or finance CPA or CA certification preferred Willingness to travel up to 40%; 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; and a 401(k) with company matching.

For detailed information about benefits at CrossCountry, please visit Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

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.

Our commitment to our people has earned us numerous awards including Inc5000’s Fastest Growing Companies and Glassdoor’s Best Places to Work. By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our clients.

You’ll bring your first‑hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today’s challenges and set the foundation for future success.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

What You’ll Do: Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function Lead the implementation of a financial management capability, including multi‑year financial modeling and annual target‑setting processes, translating strategic targets into annual and monthly operating/capital budgets and forecasts Prepare financial management reports, comparing current actual and year‑to‑date performance with prior year results, forecasts, and budgeted results Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision‑making support.

This includes building models to calculate and assess financial covenants and operating requirements outlined in debt agreements, as well as monitoring and modeling activities related to debt agreement matters.

Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.

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.

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. #J-18808-Ljbffr