Manager- Finance Transformation (Private Equity)

About the role

Join our Business Transformation practice, working closely with our Private Equity practice, to serve as a trusted partner to premiere PE-backed clients. You'll bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help clients solve challenges and drive value creation. With support from experienced leaders and a dedicated coach, you'll join a collaborative community that invites contribution beyond client delivery, including team development and business development activities.

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
• Identify and assess business obstacles within the Finance and Accounting organization; execute current state evaluations, gap analysis, requirements gathering, future state design, and implementation remediation execution across people (organizational design/assessment/training), process, technology (financial systems), and data architecture with support from experienced leaders
• Interact directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice to understand key initiatives in the value creation process and define scope and key priorities
• Assist portfolio companies with executing scalable 'buy-and-build' strategies by developing and implementing repeatable integration playbooks
• Leverage knowledge of business processes such as Procure-to-Pay, Opportunity-to-Cash, Record-to-Report including Financial Close/Planning/Analysis, Recruit-to-Hire-to-Retire, and Master Data Management to optimize client operations
• Leverage financial systems, automation, analytics, and approved AI tools
• Identify integration opportunities between accounting systems and adjacent platforms
• Support responsible adoption of emerging technologies

What You'll Bring

• 8+ years of client-facing consulting or advisory experience
• Experience delivering transformation initiatives within the Office of the CFO
• Exposure to Private Equity sponsors and/or PE-backed portfolio companies
• Knowledge of core finance processes (R2R, P2P, O2C, FP&A, close)
• Experience in high-growth, transaction-oriented, or fast-paced environments
• Strong analytical and Excel modeling capabilities
• Experience with finance systems (e.g., NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Blackline, Tableau, Alteryx, SQL, etc.)
• Comfort working in ambiguous situations with competing priorities

Benefits

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, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.