Associate Director (NetSuite: SaaS) – Private Equity Advisory

By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's 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 participating in business development activities.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

• Serve clients across the "Office of the CFO" at private equity portfolio companies specializing in the Software/SAAS industry by evaluating current practices and providing recommendations to enhance the efficiency and effectiveness of the accounting, finance, and operations functions
• Provide expert advice and guidance to private equity-owned portfolio companies on inventory management strategies, operational efficiency, and financial performance
• Act as a NetSuite Subject Matter Expert (SME), providing strategic guidance to both project teams and clients
• Lead cross-functional project teams, including NetSuite consultants, Private Equity consultants, and client stakeholders, to achieve project goals
• Help companies to operationalize US-GAAP compliant accounting policies and best-in-class month-end close procedures
• Work with the project team to design, implement, and optimize standard NetSuite to help management teams better understand product level profitability
• Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service
• Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues
• Regularly meet with team members to prioritize tasks, monitor progress, and assess the need for additional resources
• Guide customers through the change management process, providing resources and strategies to ensure a smooth and effective transition
• Proactively identify and address project risks and issues, implementing effective mitigation strategies

• 9+ years of experience in professional services with at least 5 years of experience leading and managing NetSuite implementations, NetSuite assessments, and NetSuite related roadmaps
• Proven ability to efficiently manage multiple projects, schedules, and tasks concurrently, ensuring timely delivery and optimal results
• The ideal candidate will possess experience in financial management reports across a variety of key metrics including ARR, bookings, and headcount, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results.
• Strong experience with strategizing integration between NetSuite and other business application systems and data warehouse
• Software / SaaS industry experience
• Consistent success in building and developing strong client relationships
• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
• Bachelor’s degree in accounting or finance
• NetSuite Suite Foundation, Administrator or ERP Consultant Certification or equivalent experience preferred

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