• Serve clients within the “Office of the CFO” at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function • Lead the implementation of a financial management capability, including multi-year financial modeling and annual target-setting processes, translating strategic targets into annual and monthly operating/capital budgets and forecasts • Prepare financial management reports, comparing current actual and year-to-date performance with prior year results, forecasts, and budgeted results • Assess the current state and build or modify analytical resources, tools, models, metrics, and methodologies to enhance decision-making support. This includes building models to calculate and assess financial covenants and operating requirements outlined in debt agreements, as well as monitoring and modeling activities related to debt agreement matters. • Review and assist with all treasury activities, such as banking, investment, derivative management, debt repayment, and liquidity management, including the development of 13-week cash flow forecasts • 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 • 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. • 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