Oversee 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
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
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
As one might expect, travel is innate in some of our projects. With that said, 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.
For applicants located in California State, CrossCountry Consulting is required to include an estimate of the compensation range for this role. 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.
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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. 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 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.