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Crosscountry Consulting

Director – Project Management Office & Kantata Owner

McLean, VA · Hybrid · Full-Time Employee · Finance

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About the role

Project ManagementSalesforceData WarehousingExcelUX DesignHRISLeadership
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 clicking here. CrossCountry Consulting is the transformation partner for the Office of the CFO. Founded in 2011 and headquartered in Tysons, Virginia, the firm delivers finance, accounting, risk, operations, AI, data, and technology advisory services to the Office of the CFO, private equity sponsors and their portfolio companies, corporate functional leaders, and the Office of the CIO. We are a PE-backed, high-growth firm with an active acquisition program and an employee-first culture.   Position Overview CrossCountry has no PMO today. This role is the firm's first dedicated PMO leader and the senior business owner of Kantata, where our delivery process lives: how engagements are scoped, forecast, changed, reported, and closed. We are not seeking enterprise PMO bureaucracy; we want sound delivery practices and a more intuitive, user-centric platform. Kantata is one of our largest technology investments and connects to Salesforce, Workday, Intacct, Adaptive, and the enterprise data warehouse (EDW). It has replaced a monthly cycle of Excel and Word submissions, but we are not yet getting its full value: the user experience lags, native capabilities sit unused, and Finance has carried business ownership on top of its core work. The focus is optimizing an established platform, not implementing a new one. You will bring a product-owner mindset, project management expertise, command of professional services economics, and the standing to push back on changes that add complexity without proportional value.   Scope: The Engagement Lifecycle The role governs the full lifecycle from the Salesforce opportunity through setup, delivery, and Intacct to period close, ensuring data integrity, reporting accuracy, and process consistency at every stage.   Phase Key Activities Pre-Engagement Pricing and margin modeling, product template setup, standard cost validation, bookings configuration Engagement Setup Project structure, resource profiles, revenue product configuration, GL code assignment Active Delivery Forecast management, fixed fee monitoring, change orders, offshore quality control, PM standards Month-End Close Revenue recognition review, forecast vs. actuals, variance alerts, dashboard sign-off Reporting & Governance Leadership dashboards, practice support tickets, Change Control Board (CCB), data model audits, PM guidance