Associate Director— FP&A & EPM Advisory

Advisory & Operating Model Design 

• Lead the design and activation of FP&A and close & consolidation operating models, organizational structure, roles and RACI, service delivery model, close and planning calendars, governance forums, and performance metrics that prove the model is working 

• Own end-to-end process design and implementation for complex organizations across budgeting, forecasting, long-range planning, management reporting, financial close, consolidation, intercompany, and statutory-to-management reporting 

• Lead client workshops grounded in diagnostic assessments to align stakeholders, facilitate current- and future-state design, and build consensus around transformation decisions across people, process, data, and technology. Develop strategic blueprints, target operating models, and multi-year transformation roadmaps that sequence near-term wins against structural and strategic changes 

• Provide strategic FP&A surge and interim support when needed, using hands-on exposure to identify process, operating model, and performance improvement opportunities and translate observations into actionable recommendations.  

• Model and optimize existing processes: cycle time reduction, handoff elimination, control simplification, and automation of manual effort 

EPM Technology Enablement 

• Guide EPM platform evaluation and selection: requirements definition, RFP design, vendor demo scenario development, scoring frameworks, and fit/total-cost recommendations 

• Lead implementation enablement across the full delivery lifecycle: program and project management, functional requirements and design, dimensionality and data model input, test strategy and execution (SIT/UAT), data conversion, and reconciliation of converted balances back to source 

• Own change management and adoption, stakeholder analysis, communications, training, hypercare, and the behavioral shift that determines whether a platform actually gets used 

• Partner with data and analytics teams on source-system integration, master data, and downstream reporting so the EPM layer connects to the broader finance data ecosystem 

• Bring a credible point of view on where AI and automation genuinely improve forecasting, variance analysis, and close 

Market & Practice Development 

• Support the full business development cycle: opportunity identification, discovery, scoping, pricing, proposal and SOW development, orals, and close 

• Build and expand client relationships that generate follow-on work; serve as a trusted advisor to CFOs, Controllers, and heads of FP&A 

• Contribute to practice building: methodology, accelerators, delivery assets, qualifications, and commercial/pricing models 

• Develop thought leadership and represent the firm at industry conferences and within the EPM alliance and partner ecosystem 

• Collaborate across CrossCountry Consulting solution areas (Technical Accounting, Transactions, Private Equity, Data Transformation & Analytics, AI Strategy) to bring the full firm to the client 

Team Leadership 

• Lead delivery teams spanning consultants through managers across multiple concurrent engagements, with accountability for quality, margin, and client experience 

• Serve as a coach to set goals, give direct feedback, and actively manage performance and career progression 

• Play a hands-on role in talent acquisition: interviewing, assessing, and closing candidates who reflect our Core Values 

• Contributing to recruiting, proposal writing, and firm-wide AI innovation initiatives