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Partner – Technology Enabled Finance Transformation
Partner – Technology Enabled Finance TransformationCross Country Consulting • San Francisco, CA, United States
Partner – Technology Enabled Finance Transformation

Partner – Technology Enabled Finance Transformation

Cross Country Consulting • San Francisco, CA, United States
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From the beginning, our goal was to establish an advisory firm that stands apart from the rest – 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 today’s 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 reading here.

What You’ll Lead

As a Partner, you will serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise-wide change within the Office of the CFO. You will shape and deliver high-impact solutions that span finance strategy, process optimization, technology enablement, and organizational design.

Practice Leadership

  • Oversee 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.
  • Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities.
  • Create delivery methodologies and new service offerings.
  • Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.
  • Provide coaching, mentorship, and professional development opportunities for team members.
  • Actively participate in recruiting and retention efforts to attract and retain top talent.
  • Contribute thought leadership through case studies, white papers, and market-facing content.
  • Develop new service offerings and delivery methodologies to meet evolving client needs.

Business Development

  • Originate and expand client relationships through strategic networking and market presence.
  • Market a full range of services to prospective clients, leveraging existing relationships and sector expertise.
  • Support the business development team with delivery insights and industry-specific knowledge.
  • Foster a culture of growth and business development across the practice.
  • Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums.
  • Technical Delivery

  • Own the strategic direction and execution of multi-dimensional transformation initiatives across finance and accounting functions.
  • Collaborate directly with CFOs, Controllers, and C‑Suite stakeholders to deliver tailored solutions.
  • Lead teams that diagnose complex business challenges and architect future‑ready solutions across Lead‑to‑Cash, Quote‑to‑Cash, and Procure‑to‑Pay processes.
  • Design and implement scalable integration playbooks to support technology implementations and process improvement.
  • Facilitate executive workshops, define strategic roadmaps, and accelerate time‑to‑value through agile delivery models.
  • Leverage cutting‑edge finance technologies and data analytics to drive automation, insight, and performance.
  • Expand client relationships by delivering exceptional outcomes and identifying cross‑selling opportunities.
  • Inspire high‑performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth.
  • Identify emerging market needs, contribute to strategic planning, and support investment decisions.
  • What You’ll Bring

  • Consistent success in building and developing strong client relationships.
  • Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings.
  • A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives.
  • 15+ years of experience in professional services, with a proven track record of delivering transformation.
  • Deep expertise in finance transformation across strategy, process, technology, and organizational design.
  • Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders.
  • Familiarity with agile delivery methodologies and design thinking principles.
  • Bachelor’s degree in Finance, Business Administration, or related field; MBA, CPA, CFA, or CSM strongly preferred.
  • Big 4 or equivalent consulting background with a focus on CFO advisory or business transformation.
  • For applicants located in San Francisco, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $300,000 - $650,000 per year plus annual bonus plus additional benefits.

    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 : https : / / www.crosscountry-consulting.com / careers / benefits / .

    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 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, 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.

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    Finance Partner • San Francisco, CA, United States

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