
Director – Project Management Office & Kantata Owner
Quick overview
Job description
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 |
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