Director – Project Management Office & Kantata Owner

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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.

What You'll Do:

1 Project Delivery Standards & PMO Practices

• Define decision rights, escalation paths, and interfaces with Finance, CITS, RevOps, Accounting & Billing, Staffing, and the Global Delivery Center.
• Publish and own delivery standards adapted from PMI/PMBOK and built into Kantata workflows; Engagement Owners own execution.
• Govern SOW completeness, change orders and cumulative overages, ETC/EAC forecast quality (with particular rigor on fixed fee), RAG status, risk registers, AR aging, and closeout with a lessons-learned repository.
• Transition forecast accountability to Engagement Owners, and build a Community of Practice that coaches them on difficult client conversations; serve as escalation point for engagements at commercial or relationship risk.
• Partner with Service Line and Global Delivery Center leaders on offshore quality control and cross-time-zone practices, and standardize methodologies (leveraging Smartsheet), including responsible AI-enabled practices per firm policy.
• Track delivery KPIs: budget adherence, change order conversion, fixed fee recognition accuracy, AR aging, training completion.

What You'll Bring:

Preferred & Key Performance Measures:

Preferred

• Prior PMO leadership in a mid-to-large professional services firm; PE-backed, acquisitive environment experience; offshore or global delivery experience.
• Familiarity with Salesforce, Workday, Concur, Intacct, Smartsheet, Tableau or Power BI, and EDW/BI tooling.
• PMP, PgMP, or equivalent; MBA or CPA a plus.