CrossCountry Consulting

Procurement

• Serve as a trusted advisor to clients in the Business Transformation practice
• Support Procurement Transformation projects involving Source-to-Pay technology strategy, purchasing process improvement, operations performance enhancement, change management, program and project management, AI, and data analytics
• Deliver strategic sourcing events by analyzing spend, developing strategies, conducting RFPs, evaluating bids, building business cases, and securing stakeholder alignment
• Support and lead transportation sourcing engagements, including carrier bid processes and freight market analysis
• Guide client freight strategy, including mode optimization, fuel cost reduction, insource-versus-outsource decisions, and logistics cost reduction initiatives
• Identify and analyze business challenges to improve procurement operations and their connection to finance and accounting
• Contribute Source-to-Pay lifecycle knowledge and best practices
• Assess Procurement operations and identify transformative change initiatives through procurement analysis
• Drive third-party spend analyses to identify trends, risks, and cost-saving opportunities
• Lead workstreams contributing to procurement capability, process, and operations maturity assessments
• Build procurement opportunities into prioritization frameworks and transformation roadmaps
• Develop data-driven business cases for transformational change programs
• Assess and escalate project issues, risks, and conflicts while suggesting resolutions
• Support internal initiatives, thought leadership, and practice-building activities

Senior Consultant – Procurement Transformation, Transportation & Logistics

Director

• Serve as a trusted partner to private equity sponsors, portfolio company executives, and CFOs executing acquisition and buy-and-build strategies
• Deliver tailored Finance solutions that accelerate value creation and support successful post-close integration outcomes
• Own Finance workstreams on post-close integrations
• Lead integration across Financial Reporting, Controllership, FP&A, and Treasury
• Support or lead Finance tech-stack integration and system rationalization initiatives
• Advise CFOs and Finance leadership on operating model design, organizational structure, reporting processes, and integration priorities
• Establish integrated management reporting and KPI frameworks for executive decision-making, board reporting, and sponsor oversight
• Lead synergy identification, value capture tracking, EBITDA improvement initiatives, and variance reporting
• Lead complex integration engagements and translate investment theses into executable Finance integration roadmaps
• Drive IMO governance, reporting, program management, and holistic IMO oversight
• Drive Day 1 readiness planning and post-close execution across Finance and cross-functional stakeholders
• Own C-suite and sponsor communication on integration progress
• Contribute to firm-approved AI-enabled client solutions
• Build new client relationships, deepen existing ones, and support go-to-market efforts and proposal creation
• Oversee client accounts, including work plans, staffing, timelines, budgets, and delivery quality
• Mentor and coach junior team members
• Attract, interview, hire, and retain top talent

Associate Director – M&A Integration, Private Equity

Accounting Manager

• Develop and grow the Accounting Advisory practice in the Boston market
• Lead development and delivery of accounting advisory services
• Assist with complex transactions, technical accounting implementations, financial reporting, and operational accounting
• Conduct IPO-readiness assessments and assist clients preparing to go public through S-1 filings
• Advise on complex accounting policies across US GAAP and/or IFRS
• Transform finance and accounting functions through process improvements, integration support, target operating model decisions, and RBA/data analytics
• Develop and implement firm-approved AI-enabled client solutions in compliance with data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and identify compliant opportunities with firm leadership
• Manage client accounts, projects, and engagements, including work plans, staffing, deadlines, fees, budgets, deliverables, and project plans
• Develop and manage client relationships and ensure responsive, high-quality service
• Manage, evaluate, coach, and develop teams and individuals
• Resolve issues, risks, and project team conflicts
• Generate new and add-on business opportunities and develop new service offerings
• Provide input on strategic direction and recruit and cultivate talent

Director – Accounting Advisory

• Advise clients on complex accounting policy under US GAAP and IFRS, including consolidation, VIE analysis, derivatives, revenue recognition, lease accounting, business combinations, impairment, troubled debt restructuring, bad debt and loan loss methodologies, and foreign currency accounting
• Lead client projects addressing operational accounting issues, monthly close streamlining, external audit preparation and facilitation, and Finance, Planning & Analysis improvements
• Lead finance and accounting transformation projects, including accounting and operational process improvements, financial reporting, and board and management reporting in highly regulated environments
• Advise corporate accounting functions on SEC reporting, financial restatements, correction of errors, 10-K and 10-Q filings
• Assist clients with technical accounting issues and implementation of new standards, including ASC 606, ASC 842, and ASC 326
• Lead projects supporting complex transactions, including due diligence, post-closing balance sheet settlement, carve-out financials, and integration services
• Manage complex client engagements, including work plans, staffing, budgets, progress monitoring, and quality control review
• Lead strategy, goal setting, and maintenance of integrated project plans

Associate Director

Manager

• Assist organizations in assessing IT risk management and control processes and developing or strengthening risk and compliance programs
• Manage project work plans, staffing, deadlines, and budgets
• Conduct Sarbanes-Oxley compliance audits and document IT control walkthroughs and testing procedures
• Perform pre- and post-implementation procedures for new IT applications and infrastructure components
• Execute control risk assessments and test IT controls to mitigate identified risks
• Lead on-site observation and audit walkthrough meetings with business and IT application owners
• Communicate audit findings to management and generate recommendations for improving clients’ IT controls environments
• Serve as liaison between clients, project teams, and stakeholders while overseeing ongoing project operations
• Develop and review project management documentation, including project charters, budget analyses, communication plans, and risk registers
• Support internal projects involving sales/marketing, professional development and training, knowledge management, communications, recruiting, and organizational development

Engineer

• Design, deploy, and manage production-grade agentic AI solutions for the Office of the CFO and other enterprise functions
• Embed directly with client finance and operations teams to build, test, and iterate on agentic workflows
• Deploy AI Jumpstart packages within client environments, configuring data connectors, calibrating agent logic, and validating outputs against source-system controls
• Architect and implement multi-agent orchestration workflows using LangGraph, CrewAI, AutoGen, or equivalent frameworks
• Design task decomposition, inter-agent messaging, tool-call schemas, and HITL/HOTL checkpoints
• Write, version, and optimize system prompts and structured output schemas for LLM-powered agents
• Implement function-calling/tool-use patterns against financial APIs and optimize hybrid structured plus RAG retrieval strategies
• Build and certify MCP connectors and REST/GraphQL integrations to ERP, EPM, CRM, and HRIS systems
• Package agents as containerized microservices and configure CI/CD, environment promotion, monitoring, and alerting
• Collaborate with client finance, IT, and data teams to translate business requirements into technical agent designs
• Facilitate working sessions, demonstrate agents to executive stakeholders, and iterate based on feedback
• Instrument agents with deterministic logging, source citations, and control documentation for SOX and audit readiness
• Develop reusable accelerators, workflow templates, and connector certifications
• Create delivery methodologies and scalable agentic solution offerings
• Mentor analysts and junior engineers, track performance, and encourage continuous improvement
• Contribute to recruiting, proposal writing, firm-wide AI initiatives, and compliant AI-enabled solutions
• Stay informed about emerging AI tools and techniques and identify opportunities to enhance client solutions and internal processes

Forward Development Engineer

Business Operations

• Lead current-state process assessments across finance and adjacent functions
• Quantify AI and automation value opportunities and identify high-ROI agent use cases
• Build CFO-ready financial models and business cases for AI investment
• Redesign roles, organizational structures, and operating models to capture AI/ML value
• Advise on workforce transition, upskilling, and governance changes
• Define and maintain client AI product roadmaps
• Translate business requirements into agent specifications, user stories, acceptance criteria, schemas, exception-handling logic, HITL/HOTL decision points, and success metrics
• Lead sprint planning, development planning, demos, and deployments with engineers and data architects
• Manage scope, velocity, blockers, timelines, and fixed-fee budgets
• Build relationships with executive client stakeholders and facilitate steering committees
• Present sprint demos and communicate roadmap progress and tradeoffs
• Design change-management plans, training programs, change-champion networks, and adoption KPI dashboards
• Define outcome metrics and produce Value Realization Reports demonstrating ROI
• Embed client-specific AI governance, override protocols, and audit trails
• Contribute to agentic package refinement, case studies, ROI benchmarks, proposals, discovery workshops, and conference presentations
• Mentor junior delivery team members and contribute to AI methodology and quality standards

Business Process, AI Product Owner

• Deliver tailored integrated accounting advisory solutions for multinational public companies and fast-growing pre-IPO companies
• Provide financial reporting support, including reporting-process design, restatement assistance, and 10-K, 10-Q, and 8-K filings
• Address continuous improvement and optimization of finance and accounting functions
• Implement new and existing accounting standards
• Communicate project findings, updates, and recommendations to clients
• Collaborate with CrossCountry and client team members on business issues and potential solutions
• Develop and implement firm-approved AI-enabled client solutions in accordance with data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and identify compliant opportunities to enhance client solutions and internal processes
• Oversee project administration, including project setup and planning, budgeting, account management, and billing
• Mentor team members through coaching, ongoing feedback, and annual performance reviews
• Help project teams resolve multifaceted issues

Manager – Accounting Advisory

Salesforce Analyst

• Serve as a trusted partner to clients in the Salesforce practice
• Independently lead discovery sessions, workshops, backlog grooming, sprint planning meetings, and stakeholder interviews
• Gather, validate, and prioritize business requirements
• Build and manage strong client relationships throughout the project lifecycle
• Translate business needs into user stories, process flows, and functional specifications
• Liaise between developers, Salesforce configurators, and non-technical stakeholders
• Support requirements gathering, documentation, QA, and training activities
• Analyze business processes and define actionable requirements from discovery through deployment
• Maintain and prioritize the product backlog and define acceptance criteria
• Support system integrations by identifying business needs and facilitating collaboration
• Mentor and guide junior Business Analysts
• Develop and deliver process documentation, training materials, and status reports
• Evaluate and escalate project issues, risks, and conflicts
• Use firm-approved AI tools to improve efficiency, quality, and innovation
• Stay informed about emerging AI tools and identify compliant opportunities for client solutions and internal processes

Senior Business Analyst – Salesforce

Chief of Staff

• Serve as a trusted strategic partner and proxy to the Head of AI & DT&A Practice
• Drive and support strategic initiatives across the AI Lab and DT&A Practice
• Coordinate with National Service Line and AI Lab team leaders
• Own agendas, materials, and facilitation for weekly, monthly, and quarterly leadership forums
• Own the leadership operating rhythm, meeting cadences, follow-through, and initiative accountability
• Translate priorities into structured plans with owners and timelines
• Drive AI-specific commercial strategy, pipeline hygiene, and GTM Champion engagement
• Own governance for AI use case intake, prioritization, and production deployment
• Steward the firm's AI investment and forecast AI spend against measurable output
• Partner with FP&A on budgets, goals, KPIs, metrics, and recommended actions
• Own the Lab's operating calendar and leadership meeting rhythm
• Identify operational pain points and develop improvement and scaling strategies
• Lead AI GTM Champion calls and channel management
• Track and report pipeline, won work, revenue, and AI consent metrics
• Represent AI on the firm-level Strategic Pricing initiative
• Develop and execute communications and change management plans
• Prepare materials for SteerCo, Board, Partner meetings, townhalls, and Practice Leader calls
• Build relationships with business and functional leaders
• May manage, coach, and mentor direct reports

Chief of Staff – AI & DT&A Practice

Consultant

• Provide day-to-day functional support for US-based clients using Sage Intacct
• Resolve issues, process enhancement requests, and optimize system configurations
• Troubleshoot functional problems across Sage Intacct modules
• Support Procure-to-Pay, Order-to-Cash, and Month-End Close workflow improvements
• Collaborate with US-based consultants and client stakeholders during overlapping business hours
• Resolve support tickets and enhancement requests
• Prepare status updates and escalate issues or risks to project managers
• Participate in team meetings, client calls, and knowledge-sharing sessions
• Assist with data analysis, import/export formatting, testing, and documentation
• Identify recurring support issues and recommend configuration or process changes
• Maintain documentation of support activities, configurations, and resolutions
• Leverage AI-powered tools and automation
• Stay current on AI developments relevant to finance and ERP systems

Sage Intacct PPS Functional Consultant

Revenue Operations

• Own the firmwide transition from time-and-materials to fixed-fee pricing across service lines, offerings, and client segments
• Design fixed-fee pricing frameworks, margin floors, contingency mechanics, cost models, and value-based pricing methodologies
• Chair the Pricing Committee and operate the deal desk for non-standard pricing, discounts, margin exceptions, and complex commercial terms
• Develop and maintain commercial policy covering pricing principles, discounting, change orders, scope creep, and fixed-fee overage/underage treatment
• Build proposal and pricing tools within the Salesforce-anchored stack
• Define and own commercial KPIs, pipeline reporting, forecasting models, margin tracking, revenue analytics, and executive dashboards
• Lead quarterly and annual revenue forecasting with FP&A and deliver reporting to the Executive Committee, Board, and PE sponsors
• Govern end-to-end go-to-market processes, deal close-out records, sales plays, target account strategies, and pipeline generation
• Benchmark external pricing and commercial practices across professional services and adjacent industries
• Own the strategy and roadmap for the Salesforce, Kantata, Introhive, marketing, finance, ERP, and BI technology ecosystem
• Lead RevOps and pricing tool evaluation, implementation, integrations, API connections, and data flows
• Serve as executive sponsor for Salesforce governance, including object architecture, data model integrity, user roles, permissions, and integrations
• Lead AI-enabled commercial workflows and intelligent automation in alignment with CCC's AI Governance framework
• Assess and integrate acquired firms' pricing models, rate cards, policies, systems, and data
• Lead, mentor, and develop the Commercial Pricing and Revenue Operations team
• Partner with the CFO, co-CEOs, Head of Marketing, Sales Operations leadership, Practice Leaders, FP&A, Finance, IT, Legal, and external vendors
• Report directly to the CFO and represent the function with the ELT and other leadership forums