Managing Director - Technology- Enabled Finance Transformation

What You'll Do

Client Delivery: Lead the development and delivery of services in the following areas:

• Finance Transformation strategy, operating model design, and process optimization
• Technology-enabled transformation including ERP, EPM, automation, analytics, and AI solutions
• Office of the CFO roadmap development and enterprise-wide finance modernization
• Serve as a trusted advisor to CFOs, CIOs, Controllers, CAOs, and executive stakeholders on complex transformation initiatives
• Lead large-scale transformation programs spanning R2R, P2P, O2C, FP&A, and management reporting
• Facilitate executive workshops and strategic planning sessions to drive alignment and outcomes
• Oversee delivery quality, client satisfaction, and account expansion opportunities
• 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
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Practice Leadership:

Serve as a key leader in the Business Transformation practice by:

• Driving strategic growth of the Finance Transformation practice through business development and market leadership
• Originating new client opportunities and expanding executive-level relationships
• Leading go-to-market strategies aligned to CFO priorities and market demand
• Partnering across Accounting Advisory, Risk Advisory, Technology Enablement, and Transactions to deliver integrated solutions
• Representing CrossCountry through thought leadership, industry events, and publications
• Developing methodologies, accelerators, and differentiated offerings
• Overseeing client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan
• Leading business development efforts and marketing a full range of services to prospective clients
• Managing teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation

What You'll Bring

• 15+ years of consulting or professional services experience, including significant experience leading Technology-Enabled Finance Transformation initiatives
• Demonstrated success in originating and growing consulting revenue through executive-level relationships
• Proven track record of building and expanding strategic client relationships
• Deep expertise across Finance Transformation, including operating model design, process optimization, enterprise technology enablement, ERP/EPM advisory, data & analytics, and organizational effectiveness
• Experience advising CFOs, CIOs, Controllers, CAOs, and finance leadership teams
• Strong executive presence and ability to influence senior leadership and board-level stakeholders
• Proven experience identifying new growth and shared revenue opportunities and expanding client relationships
• Consistent success in building and developing strong client relationships
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards A passion for mentoring and leading teams while implementing new ideas and initiatives

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field
• MBA, CPA, CFA, PMP, Lean Six Sigma, or other relevant certifications strongly preferred
• Willingness to travel; travel varies based on client preference