Managing Director - Accounting Advisory (Operational Accounting/Controller)

CrossCountry Consulting • Los Angeles, CA

41d • Hybrid

About The Position

Managing Director - Accounting Advisory (Operational Accounting/Controller) is a leadership role within the Accounting Advisory practice. The firm aims to be a collaborative, enthusiastic, generous, and persevering advisory firm that provides solutions spanning accounting and risk, technology-enabled transformation, and transactions. This role will partner with clients across various industries and company stages, including early-stage, emerging growth, middle-market, and large, complex organizations, with significant exposure to Private Equity-backed portfolio companies. The Managing Director will be responsible for client delivery, business development, leading teams, developing junior members, and serving as a member of the firm's leadership team. The role involves serving as a trusted partner to clients, bringing first-hand experience and functional knowledge to deliver tailored solutions. The firm has been recognized with awards such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

Requirements

• 15+ years of related 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).
• 7+ years of hands-on Controllership experience in emerging growth, middle market, and/or PE-backed portfolio companies (Software/SaaS or Healthcare, or broad B2B industry exposure preferred).
• Deep expertise in operational accounting, including month-end close, financial reporting, reconciliations, and internal controls.
• In-depth knowledge of accounting standards (US GAAP and/or IFRS).
• Hands-on experience - OR - significant exposure to 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.
• Consistent track record of building and developing strong client relationships in the West Coast market.
• Personal brand, executive presence, integrity, collaborative nature, poise and polish under pressure.
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Proven track record as an influential change agent, championing and successfully implementing new ideas and initiatives.
• Passion for mentoring and leading teams while efficiently implementing new ideas and initiatives.
• Identify new growth and shared revenue opportunities, collaborating with sales leadership to originate new business and grow existing relationships.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA or CA certification preferred.
• Based in or willing to relocate to California; ability to serve clients across the West Coast market.

Nice To Haves

• Software/SaaS or Healthcare, or broad B2B industry exposure preferred.
• CPA or CA certification preferred.

Responsibilities

• Lead and oversee the development of streamlined monthly close processes for clients, including cash-to-accrual conversions and creation of supporting schedules.
• Validate the existence of assets and prepare associated roll forwards.
• Review and oversee balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.).
• Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while contributing to the preparation of financial statements and development of internal controls and policies.
• Oversee preparation of budgets or forecasts and develop reports for management or regulatory bodies.
• Guide the implementation of cloud-based finance and accounting systems.
• Manage and review journal entries, invoices, and reconciliation of accounts during monthly or annual closings.
• Guide companies through efficient external audit processes.
• Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings.
• Conduct IPO-readiness assessments and assist clients in preparation for a public offering (via Form S-1 or F-1).
• Advise clients on complex accounting standards (US GAAP and/or IFRS), including revenue recognition, lease accounting, derivatives, business combinations, and consolidation.
• Oversee and improve financial planning and analysis (budgeting, forecasting, data analysis).
• Review monthly internal financial reporting packs and monthly regulatory reporting.
• 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.
• Transform finance and/or accounting functions, including accounting and operational process improvements, integration support, target operating model decisions, and RBA/Data Analytics.
• Responsible for account leadership and financial management of multiple accounts and sustained relationships with senior client executives.
• Assist with complex transactions, technical accounting standard and policy implementations, and operational accounting engagements.
• Serve as a key leader in the Accounting Advisory practice.
• Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases.
• Build and grow high-level relationships and networks with clients across the West Coast market.
• Generate sustainable, repeatable revenue through new clients and growth at existing clients.
• Develop timely resolutions to issues, risks, and project team conflicts.
• Manage the full life cycle of proposals from development to deal closure.
• Develop delivery methodologies and new service offerings.
• 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.
• Act as role model, supervisor, coach, and mentor to team members.
• Ensure staffing and recruiting needs are met across clients and the West Coast market.

Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs

What This Job Offers

• Job Type: Full-time
• Career Level: Executive