Teams at CrossCountry Consulting

Advise Technology and Finance leaders on enterprise technology strategy, ERP and EPM decisions, operating models, and transformation roadmaps. Lead discovery sessions, executive workshops, vendor evaluations, business cases, and implementation strategies, applying NetSuite implementation experience to assess enterprise application landscapes. Manage project budgets, billing, risks, and administration; mentor team members; develop client relationships; and identify responsible AI opportunities.

Leads accounting advisory engagements for commercial and private-equity-backed companies, overseeing operational accounting, month-end close, financial reporting, controllership, SEC filings, IPO readiness, technical accounting, systems implementation, and finance transformation. Manages client relationships, proposals, budgets, staffing, business development, and practice growth across the West Coast while mentoring teams and implementing AI-enabled solutions.

Provide operational accounting and financial reporting support including month-end close, reconciliations, journal entries, SEC and regulatory reporting, budgeting/forecasting, internal controls, and audit support. Lead finance transformation and ERP implementations, apply AI/automation to streamline processes, support transaction accounting (M&A/IPO readiness), and communicate recommendations to clients while managing project workstreams and timelines.