Associate Director— FP&A & EPM Advisory

What You'll Do:

 

• 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

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What You'll Bring:

• 9+ years of progressive experience across FP&A, financial close and consolidation, finance transformation, or EPM advisory, including 5+ years in a client-serving consulting environment 

• Demonstrated ownership of end-to-end FP&A and/or close and consolidation transformations at complex organizations (multi-entity, multi-currency, multi-ERP, PE-backed, or SEC-registrant reporting environments) 

• Hands-on experience across the EPM lifecycle with at least one leading platform, OneStream strongly preferred; Anaplan, Planful, Oracle EPM/Hyperion/FCCS, Workday Adaptive, Pigment, or Cube also relevant 

• Strong functional command of the FP&A stack: driver-based planning, rolling forecasts, long-range planning, scenario and sensitivity modeling, profitability and cost allocation, management reporting, and KPI design 

• Working knowledge of consolidation mechanics, intercompany eliminations, legal entity and ownership structures, currency translation and CTA, top-side adjustments, and GAAP/non-GAAP bridges 

• Proven business development contribution: sourcing, shaping, and closing work — not only delivering it 

• Track record leading and developing multi-level delivery teams 

• Executive presence: able to hold a room with a CFO and to build the analysis and narrative that gets a decision made 

• Continuous Learning Mindset: Openness to continuously learning and applying emerging LLM capabilities, agent frameworks, and enterprise integration patterns.

Qualifications:

• Bachelor's degree in Accounting, Finance, Business, or a related discipline 

• Experience in professional services (public accounting, advisory firm, or management consulting firm) strongly preferred 

• Experience facilitating Kaizen, Human-Centered Design, or other structured workshops preferred 

• CPA, CFA, AFP Certified Corporate FP&A Professional, OneStream certifications, PMP, or Prosci/change management certification preferred 

• Prior in-house FP&A or controllership experience alongside consulting a plus 

• Familiarity with ERP ecosystems (NetSuite, Oracle, SAP, Workday, Microsoft Dynamics) and analytics tooling (Power BI, Tableau, Alteryx) a plus 

• Exposure to PE-backed portfolio companies, carve-outs, IPO readiness, or post-merger integration a plus 

• MBA or master's degree a plus 

• Willingness to travel up to 45% based on client needs