From the beginning, our goal was to establish an advisory firm that stands apart from the rest β one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve todayβs challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
Key Responsibilities:
M&A Transaction Readiness & Execution
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Serve as the primary FP&A lead for future M&A transactions, including full company strategic processes involving private equity sponsors
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Own financial diligence preparation, including management presentations, CIM financial support, data room readiness, and Quality of Earnings coordination
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Work hand-in-hand with the Corporate Development Sr. Director to ensure the company's financial story is compelling, accurate, and PE-ready at all times
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Anticipate and proactively address the financial questions that will arise in a transaction process, drawing on firsthand deal experience
Strategic Analysis & Decision Support
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Partner directly with the CFO to develop forward-looking financial analyses that drive better strategic decision making
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Leverage AI and advanced analytical tools to build new analytical frameworks and models that go beyond traditional FP&A outputs
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Identify and develop new analytical capabilities that provide the business with a sharper view of performance, risk, and opportunity
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Support ad hoc strategic requests from the CFO and senior leadership with speed, precision, and intellectual rigor
Executive & Board-Level Materials
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Own the design and quality of Board of Directors and Executive Leadership Team financial materials, elevating both the content and the presentation standard
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Translate complex financial and strategic narratives into clear, visually compelling materials that drive informed decision making at the highest level
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Develop and own the data visualization strategy for all strategic and executive-facing financial content
Team Mentorship & Development
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Serve as an in-person mentor and thought partner to the FP&A team in Tysons, bringing an outside-in perspective shaped by investment banking, private equity, or transaction experience
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Help develop the team's analytical and commercial instincts β raising the quality of thinking, not just the quality of output
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Model what best-in-class financial analysis looks like for a team that may not have had significant exposure to transaction environments or PE-standard rigor
What You'll Bring:
Experience & Background
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Background as an investment banking analyst, private equity analyst, or finance professional at a portfolio company that went through a sale process β this experience is essential, not preferred
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Direct, hands-on experience with M&A transaction preparation: management presentations, CIMs, data rooms, and financial diligence
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12+ years of total finance experience, with meaningful time spent in a transaction-intensive environment
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Prior experience in or exposure to professional services or CFO advisory businesses a plus
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Advanced financial modeling skills and strong command of data visualization tools
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Familiarity with AI-powered analytical tools and a genuine curiosity about how they can transform finance
Leadership & Interpersonal Skills
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Confident, independent operator who can work with minimal direction on the most complex and sensitive financial work in the company
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Exceptional executive communication skills β equally comfortable presenting to a CFO, a PE sponsor, or a junior analyst
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Collaborative and low-ego β genuinely invested in making the team around them better
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Comfortable operating in ambiguity and building structure where none exists
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Presence and gravitas to represent the CFO in high-stakes internal and external settings
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: [Upgrade to PRO to see link]
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employeesΒ and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.Β
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.