CrossCountry Consulting

Role Description By joining our rapidly growing Risk Advisory 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 solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do - Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies. - Consult and advise key stakeholders on various aspects of their governance, risk and controls programs. - Create process narratives, identifying key controls, and conclude on the design of identified controls. - Perform operating effectiveness testing by selecting samples and testing attributes. - Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management. - Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members. - Produce quality deliverables evidenced through minimal review time and review notes. - Actively improve technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training. - Respond to client needs, acting as a primary contact with clients. - Balance competing priorities with minimal client disruptions, while maintaining project progress. Qualifications - Bachelor’s degree from an accredited university in Accounting, Economics, Business Management, Finance or related field. - Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit. - Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super-regional or large global banks. - Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits. - Exceptional people, project and client management skills gained by working in multiple, professional environments. - Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations. - Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information. - Ability to adapt to unexpected changes in timelines, deadlines and scope of work. Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. 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 status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

• Serve as a strategic thought partner to C-suite executives on data initiatives, understanding client personas (CFO, CIO, CHRO, CAO) and advising on harnessing data to support strategic goals • Advise clients on establishing a technology and data strategy program that democratizes data, leverages modern cloud platforms, promotes data management, uncovers critical control needs, monitors data quality, and more • Enhance clients’ technology stack and serve as Solution Architect to implement, collect, store, transform, process, and analyze data in a single source of truth consistently, efficiently, and without siloes • Architect and design scalable, secure, and high-performance data solutions across multiple cloud platforms • Lead end-to-end data solution implementation, including ingestion, storage, transformation, and visualization using tools like Snowflake, Databricks, Amazon Redshift, Google BigQuery, Azure Synapse Analytics, Fivetran, Talend, PowerBI, Tableau, and Sigma Computing • Collaborate with business stakeholders, data engineers, and developers to define technical requirements and best practices • Develop and enforce data governance, security, and compliance standards across data platforms • Optimize data pipelines and ETL processes for performance, scalability, and cost efficiency • Evaluate emerging technologies and recommend solutions to improve data infrastructure and analytics capabilities • Provide technical guidance and mentorship to data engineers and other team members • Ensure seamless integration of data platforms within the enterprise architecture • Support clients with the design and implementation of forecasting and predictive analytics models • Interview clients to identify root causes of challenges; define and document business requirements • Conduct current state / future state gap analysis for business and data processes • Create executive level communications and presentations • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve complex issues • Support business development by building relationships with key internal and external stakeholder • Contribute to go-to-market strategy and practice-specific programs

• Immerse Yourself: Develop a deep understanding of CrossCountry’s culture, pipeline, processes, protocols, and service lines with the support of your coach and team. • Lead the Full Recruitment Lifecycle: Source, screen, interview, and guide top-tier candidates through a seamless hiring journey, including offer negotiation and acceptance. • Leverage Your Sourcing Expertise: Use advanced tools like LinkedIn Recruiter, Boolean searches, and Google Xray to identify exceptional talent who embody CrossCountry’s Core Values—Excellence, Energy, Collaboration, and Impact. • Partner with Hiring Managers: Collaborate to gain a comprehensive understanding of current and future hiring needs, crafting compelling job descriptions that resonate with top talent. • Optimize and Innovate: Maintain accurate documentation on candidate pipelines and recruiting activities, while providing insights and recommendations to refine processes. • Get Involved: Dive into special projects and contribute to initiatives that shape the future of our Talent Acquisition team.

• Obtain updates from leaders in the Private Equity practice on sales opportunities and projects, including new client accounts, project opportunities, pipeline stage, active projects, staffing assignments, utilization allocations, and project extensions. • Update the applicable data fields in Salesforce and Kantata to ensure that the sales opportunities and projects are accurate, complete, and timely. • Perform regular data quality checks, audits, and cleanups to ensure downstream reporting accuracy. • Support system enhancements by assisting with testing, validation, and documentation. • Identify recurring user issues or patterns and partner with the IT Team and senior RevOps team members on scalable solutions and improvements specific to the PE practice. • Provide timely, thoughtful support to PE practice users, including troubleshooting issues, answering questions, and resolving data or access-related requests. • Develop scalable and repeatable processes to ensure pipeline and project data is kept up to date as the practice continues to grow and scale. • Surface trends, gaps, and data issues to the broader RevOps, IT, FP&A, and Staffing teams as well as to the leadership of the Private Equity practice. • Work collaboratively with key stakeholders across the business to ensure the Private Equity practice pipeline and project data are kept timely and up to date. • 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.

• Serve clients across the “Office of the CFO” at private equity portfolio companies specializing in Software, SaaS, and AI-enabled technology businesses by evaluating current billing and revenue recognition practices and providing recommendations to enhance the efficiency and effectiveness of the quote-to-cash and revenue management functions. • Act as a billing and revenue management SME across platforms (NetSuite Advanced Revenue Management (ARM)/ SuiteBilling, Zone Billing, Zuora Revenue (RevPro), and related subscription/usage-based tools), including guidance on configuring revenue rules, allocations, amortization schedules, and automated revenue waterfall reporting. • Lead the design, implementation, and optimization of usage-based and consumption billing models to support AI-era pricing strategies, including metered billing, tiered consumption, prepaid credit drawdown, and hybrid subscription-plus-usage structures. • Help companies operationalize ASC 606 / IFRS 15 -compliant revenue recognition policies, including multi-element arrangements, variable consideration, stand-alone selling price (SSP) allocation, and contract modification accounting within their billing and ERP systems. • Lead cross-functional project teams (NetSuite consultants, billing platform specialists, Private Equity consultants, and client stakeholders) across billing, revenue, and financial reporting workstreams, while mentoring team members through coaching, feedback and annual performance reviews to resolve multi-faceted issues. • Design and implement integration architectures between billing platforms, CRM (Salesforce, HubSpot), ERP (NetSuite), CPQ tools, and data warehouses to create a seamless quote-to-revenue data flow. • Work with your project team to develop management reporting and analytics around key SaaS metrics, including ARR, MRR, net revenue retention, usage/consumption trends, and 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 billing, revenue, and technology enablement services to prospective clients, including using existing relationships to generate new opportunities. • Guide customers through the change management process associated with billing system migrations and revenue recognition policy changes, providing resources and strategies to ensure a smooth and effective transition. • 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. • Proactively identify and address project risks and issues related to billing accuracy, revenue compliance, and system integration, implementing effective mitigation strategies.

• Support the development and implementation of the Procurement Transformation strategy and go-to-market vision, taking ownership of one or more key initiatives to support growth. • Provide assistance in business development activities, including the creation and delivery of sales materials and proposal responses to clients. • Provide leadership and oversight to team members in the execution of strategic internal initiatives with the Procurement Transformation team. • Support a wide range of Business Transformation projects, encompassing system strategy and selection, process improvement, operations performance enhancement, change management, program and project management, data analytics, and business analysis • Assist organizations in identifying, assessing, and analyzing procurement and finance-related business challenges, spend data, or other areas to enable clients to enhance their operating model and increase impact across procurement, finance and accounting capabilities • Contribute knowledge and best practices pertaining to other critical business processes such as Source-to-Pay, Order-to-Cash, and Financial Close • Assess client’s Procurement operations and identify transformative change initiatives through detailed procurement analysis, including but not limited to: supplier spend, vendor master data, category savings identification, buy-pay channels, process & compliance management • Drive client maturity assessments across procurement capabilities, processes, and general operations • Lead the execution of procurement cost savings (e.g., RFPs, Negotiations) and other optimization activities • Develop data-driven business cases for transformational change programs • Project management: Assess and escalate project issues, risks, or conflicts to leadership, proactively suggesting resolutions to ensure smooth project completion • Mentor team members through coaching, regular ongoing feedback, annual performance reviews, and actively support project teams in resolving complex issues

• Serve as an analyst on a broad range of technology risk projects, conducting fieldwork, and testing controls. • Assess clients' technology landscapes, processes, and associated risks, providing valuable insights for strategic decision-making. • Engage in program and control-level audits, assessments, and technical testing, generate findings and recommendations, and produce deliverables that offer actionable insights to clients. • Assist Managing Consultants in driving operational excellence by actively participating in ongoing projects, including engagement planning, budget development, progress monitoring, and quality control of deliverables. • Cultivate new client relationships and deepen existing ones, leveraging a deep understanding of their business, and delivering exceptional results. • 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. • Collaborate seamlessly with CrossCountry and client team members to address business obstacles, explore potential solutions, and create impactful deliverables.

• Spearhead buy-side and sell-side financial due diligence engagements, guiding clients through the full transaction lifecycle • Direct the development of quality of earnings analyses, net working capital assessments, and cash flow analyses • Oversee the design and delivery of advanced analytics solutions • Drive hypothesis-led, data-enabled approaches to uncover performance trends • Integrate leading analytics tools into diligence workflows • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients • Stay informed about emerging AI tools and collaborate with leadership

• Lead and manage buy-side and sell-side financial due diligence engagements—including carve-outs and divestitures—guiding clients through key transaction milestones from initial risk assessment through deal close and post-transaction support. • Own the development and review of quality of earnings (QoE) analyses, net working capital assessments, normalized EBITDA evaluations, and cash flow analyses that surface key value drivers, risks, and opportunities for clients. • Oversee the design and delivery of analytics solutions—including data modeling, interactive dashboards, and visualization outputs—that transform complex financial datasets into clear, executive-ready insights. • Drive hypothesis-led, data-enabled approaches to uncover performance trends, margin dynamics, revenue quality, and balance sheet considerations that inform deal valuation and negotiation strategy. • Integrate and apply leading analytics tools (e.g., Alteryx, Power BI, Tableau, SQL, Python, R, Excel, Snowflake) into diligence workflows to accelerate delivery speed and enhance depth of client insights. • 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. • Oversee project administration, including work plans, staffing, timelines, budgeting, and billing across concurrent engagements, ensuring high-quality and on-time delivery. • Proactively monitor M&A market trends, evolving analytics technologies, and sector-specific developments, and articulate their potential impact to clients and internal teams. • Support business development efforts by helping to identify and pursue opportunities with private equity sponsors, corporate acquirers, and lenders—leveraging existing client relationships and contributing to proposals and pursuit materials. • Cultivate strong client relationships and serve as a trusted day-to-day advisor who understands client business needs, identifies opportunities for expanded service, and delivers high-quality work. • Mentor and develop junior team members through coaching, performance feedback, and active involvement in their professional growth; contribute to recruiting and retaining top analytics talent.

• Execute financial and analytical workstreams across buy-side and sell-side FDD engagements,including carve-outs and divestitures, including quality of earnings analysis, net working capital assessments, EBITDA normalization, and cash flow evaluation. • Analyze large and complex datasets—spanning transactional, operational, and financial records—to identify underlying business performance trends, margin dynamics, revenue quality, and potential deal risks and opportunities. • Build financial models, data pipelines, and visualization tools (e.g., Power BI, Tableau, Alteryx, Excel,Snowflake, Databricks, SQL) that efficiently surface actionable insights for client deliverables and internal team review. • Draft and contribute to sections of client-facing reports, executive summaries, presentations, and data books that clearly communicate analytical findings to deal stakeholders. • Participate in management interviews of target company executives and collaborate with cross-functional workstreams including tax, legal, IT, and operational due diligence teams. • Apply programming languages and analytics platforms (e.g., SQL, Python, R, Alteryx) to automate data processing and improve the efficiency and scalability of diligence workflows. • 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. • Manage project workstreams, coordinate data requests, and ensure deadlines are met across concurrent engagements. • Provide coaching and guidance to junior team members, contributing to a collaborative and growth-oriented team culture.