CrossCountry Consulting · 3 days ago
Associate Director - Business Transformation (Banking & Capital Markets) (NY)
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$120K/yr - $254K/yr
9+ years expCrossCountry Consulting is an advisory firm dedicated to creating a positive experience for both clients and employees. The Associate Director will be responsible for client delivery, leading teams, developing junior members, and participating in business development activities within the Banking and Capital Markets practice.
AccountingConsultingFinanceRisk Management
Responsibilities
Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies
Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services
Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus
Conduct current state/future state gap analysis for individual business areas
Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio
Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report
Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management
Create system test plans and perform testing, being familiar with testing tools such as JIRA
Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements
Provide insight to clients’ teams in industry leading practices
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
Assist with training and other change management activities, including development of materials/communications
Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development
Qualification
Required
Bachelor's degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline
9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization
Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps
Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities
Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management
Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance)
Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance
Business acumen with a strong understanding of business processes, as well as information systems
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Professionalism and discretion in interacting with executives and clients
Excellent verbal and written communication skills
Strong attention to detail and organizational skills
Benefits
Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs
Company
CrossCountry Consulting
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
H1B Sponsorship
CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (4)
2022 (7)
2021 (15)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase