Associate Director – Accounting Advisory (Operational AccountingController)
San Diego, CA - USA
Job Summary
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 Equitybacked portfolio companies. Youll bring your first-hand experience unique perspectives and functional knowledge to deliver tailored integrated solutions that help our clients solve todays challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery leading teams and developing junior team members and contribute to business development initiatives.
General Accounting Close Support
- Aid clients in developing a streamlined monthly close process
- Assist with cash-to-accrual conversions and the creation of supporting schedules
- Validate the existence of assets and prepare associated roll forwards
- Prepare balance sheet reconciliations (intercompany inventory cash prepaids etc.)
- Support various aspects of accounting compliance including tax forms sales tax exemptions 1099s etc. while also contributing to the preparation of financial statements and the development of internal controls and policies
- Help prepare budgets or forecasts and develop reports for management or regulatory bodies
- Guide the implementation of cloud-based finance and accounting systems
- Manage the preparation of 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
- Improve financial planning and analysis (budgeting forecasting data analysis)
- Review of monthly internal financial reporting packs
- Review of 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
- 8 years of 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) and 2 years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare or a broad B2B industry exposure preferred)
- Hands-on experience OR significant exposure to various 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
- Proven ability to build strong client relationships
- Track record as an influential change agent championing organizing and successfully implementing new ideas and initiatives efficiently
- Demonstrated success in mentoring and leading teams helping project teams resolve multi-faceted issues
- Bachelors degree in in Accounting Finance or related field
- CPA or CA certification preferred
- Willingness to travel domestically up to 40%. Travel varies based on client preferences.(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.)
- Ability to participate in a hybrid office environment
Required Experience:
Director
About Company
Learn More With integrated solutions for the office of the CFO, private equity sponsors, and other corporate leaders, we partner with you to solve today’s…