Managing Director - Accounting Advisory (Operational Accounting/Controller)

About the role

By joining our rapidly growing Accounting Advisory practice, you will serve as a trusted partner to our clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. Our work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will 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.

As a Managing Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development, leading teams, and developing junior team members, as well as serving as a member of CrossCountry's leadership team.

Responsibilities

• General Accounting Close Support:
  • Lead and oversee the development of streamlined monthly close processes for clients, including cash-to-accrual conversions and creation of supporting schedules
  • Validate the existence of assets and prepare associated roll forwards
  • Review and oversee balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
  • Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while contributing to the preparation of financial statements and development of internal controls and policies
  • Oversee preparation of budgets or forecasts and develop reports for management or regulatory bodies
  • Guide the implementation of cloud-based finance and accounting systems
  • Manage and review journal entries, invoices, and reconciliation of accounts during monthly or annual closings
  • Guide companies through efficient external audit processes
• Financial Reporting Support:
  • Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings
  • Conduct IPO-readiness assessments and assist clients in preparation for a public offering (via Form S-1 or F-1)
  • Advise clients on complex accounting standards (US GAAP and/or IFRS), including revenue recognition, lease accounting, derivatives, business combinations, and consolidation
  • Oversee and improve financial planning and analysis (budgeting, forecasting, data analysis)
  • Review monthly internal financial reporting packs and monthly regulatory reporting
• Operations Support:
  • Liaise with business units outside of accounting to integrate business operations
  • Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data-driven decision making
  • Partner with IT teams to integrate financial systems during acquisitions
  • Transform finance and/or accounting functions, including accounting and operational process improvements, integration support, target operating model decisions, and RBA/Data Analytics
• Client Delivery:
  • Responsible for account leadership and financial management of multiple accounts and sustained relationships with senior client executives
  • Assist with complex transactions, technical accounting standard and policy implementations, and operational accounting engagements
• Practice Leadership:
  • Serve as a key leader in the Accounting Advisory practice by overseeing client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases
  • Build and grow high-level relationships and networks with clients across the West Coast market
  • Generate sustainable, repeatable revenue through new clients and growth at existing clients
  • Develop timely resolutions to issues, risks, and project team conflicts
  • Manage the full life cycle of proposals from development to deal closure
  • Develop delivery methodologies and new service offerings
  • 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
  • Act as role model, supervisor, coach, and mentor to team members
  • Ensure staffing and recruiting needs are met across clients and the West Coast market

Requirements

• 15+ years of related experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies, supported by a strong foundation in professional services (public accounting, advisory firm, or management consulting firm)
• 7+ years of hands-on Controllership experience in emerging growth, middle market, and/or PE-backed portfolio companies (Software/SaaS or Healthcare, or broad B2B industry exposure preferred)
• Deep expertise in operational accounting, including month-end close, financial reporting, reconciliations, and internal controls
• In-depth knowledge of accounting standards (US GAAP and/or IFRS)
• Hands-on experience - OR - significant exposure to ERP systems and tools such as: NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python
• Ability to leverage AI and automation to optimize accounting processes, enhance reporting accuracy, and drive operational efficiency
• Consistent track record of building and developing strong client relationships in the West Coast market
• Personal brand, executive presence, integrity, collaborative nature, poise and polish under pressure
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Proven track record as an influential change agent, championing and successfully implementing new ideas and initiatives
• Passion for mentoring and leading teams while efficiently implementing new ideas and initiatives
• Identify new growth and shared revenue opportunities, collaborating with sales leadership to originate new business and grow existing relationships

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA or CA certification preferred
• Based in or willing to relocate to California; ability to serve clients across the West Coast market

Travel is innate in some of our projects. Our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so, travel will vary project-to-project based on client preferences and may sometimes come in bursts.

Pay

The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $281,750 - $402,500 + annual bonus + additional benefits.

Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs