Albert is a Partner in CrossCountry’s Business Transformation practice. Based in the New York office, he focuses on expanding the firm’s local market presence while building a comprehensive national operating model for the Banking and Capital Markets industry. Albert actively aligns capabilities across Business Transformation, Risk, and Accounting Advisory to meet the evolving demands of modern business executives. By bringing new vendor partnerships and relationships into the ecosystem, he empowers organizations to drive strategic value, harness digital transformation, and optimize operational efficiencies.

With 15 years of experience, Albert specializes in guiding large, global organizations through complex front-office, finance, risk, and compliance transformations. Prior to CrossCountry, he spent nearly 12 years at Accenture, leading major commercial and investment banking transformation initiatives across Europe and New York. His expertise centers on leading COO Advisory offerings to revamp data processes and successfully integrating Artificial Intelligence and advanced analytics into enterprise operations. Earlier in his career, Albert provided philanthropic fundraising and social consulting services at the Servei Solidari Foundation in Barcelona, helping small business owners navigate economic challenges.

Albert holds a Bachelor’s and a Master’s in Business Administration from ESADE Business School, along with studies at The University of Texas at Austin’s McCombs School of Business. He earned Summa Cum Laude honors in M&A Transaction Advisory at ESADE and currently serves as a Board Member for ESADE Alumni in New York.

Blake is a Partner in the Business Transformation practice at CrossCountry, based in Houston, TX. He leads the firm’s growth initiatives across the Texas market while also serving as a subject matter expert for transformation in the Private Equity SaaS sector across the nation. Blake empowers modern finance executives to drive strategic value, specializing in Lead to Cash process automation, enterprise operating model transformation, and rapid cost optimization.

Before joining CrossCountry, Blake spent seven years at Strategy&, advancing to Director of Cloud and Digital Strategy. In this role, he directed a global technology resilience program, led a $200 million capital improvement transformation for a major energy client, and drove 25%+ G&A cost savings at multiple clients. His deep expertise in growth strategy, cost takeout, and agile delivery helps organizations create value quickly. He began his career gaining foundational industry experience as a Landman at Expand Energy.

Blake holds a Master of Business Administration from The University of Texas at Austin. He also earned a Bachelor of Business Administration in Finance, Accounting, and Energy Management from the University of Oklahoma.

Brian is a Partner in CrossCountry’s Accounting Advisory practice. Based in Washington, D.C., he focuses on building the firm’s local market presence, partnering with emerging growth entities and publicly listed companies. Additionally, Brian supports the firm’s national Transactions practice, delivering strategic solutions across mergers and acquisitions (M&A), carve-outs, spins, and initial public offerings (IPOs) to empower modern finance executives.

With deep expertise in audit readiness, financial reporting, and complex technical accounting, Brian helps organizations streamline operations, mitigate financial risk, and drive strategic value. Before joining CrossCountry, he served at Grant Thornton Ireland, managing complex financial services audits for long/short hedge funds, investment managers, and special purpose vehicles. He also advanced his assurance expertise at Grant Thornton Canada, where he led audits for publicly listed manufacturing and mining organizations.

Brian holds a Bachelor of Business Studies from the University of Limerick. He is also a distinguished Fellow of Chartered Accountants Ireland (FCA).

Kate is a Partner in CrossCountry Consulting’s Private Equity practice. Based in Seattle, she plays a key role in expanding the firm’s national market presence and advancing its M&A suite of services. Her work centers on delivering Transaction Services and Office of the CFO (OCFO) advisory for private companies – helping finance executives navigate complex transactions, drive strategic value, and position their organizations for long-term growth.

Before joining CrossCountry, Kate served as a Deal Advisory Director at KPMG, where she led cross-functional engagements supporting clients through every stage of deal execution. She brings deep experience advising buy-side clients on strategic acquisitions and partnering with sell-side clients to develop compelling, data-driven go-to-market narratives.

Kate holds a Bachelor of Arts in Business Administration and European Studies from the American University in Bulgaria and a Master’s in Accounting from the University of Illinois. She is a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA).

Greg is a Partner in both the Business Transformation and Integrated Risk Management practices at CrossCountry, based in the firm’s Los Angeles office. With over 29 years of professional services and industry experience, Greg is a strategic advisor to his clients leading enterprise transformations and holistic, tech-enabled solutions across the offices of the CFO and CIO leveraging technology, process optimization, and data-driven insights to create bottom-line value. Additionally, Greg helps his clients establish and maintain their internal audit, governance, risk management, and compliance functions, providing clients with the expertise needed to implement robust controls and evaluate complex operational environments.

Prior to joining CrossCountry, Greg served as the Business Transformation and Internal Audit Service Line Leader at CNM LLP. In this capacity, he was responsible for the strategic growth of the practice and provided hands-on guidance for compliance-based reviews and year-one SOX implementations. He frequently served as the outsourced lead of Internal Audit, reporting directly to Audit Committees to ensure transparency and accountability.

Before his tenure at CNM, Greg spent eight years in Southeast Asia, serving as the Chief Financial Officer for ZOE International and the International Director of Operations for The Exodus Road, Inc. Greg began his career at KPMG, where he spent nearly eight years in external financial audit and risk advisory services. Greg holds a B.S. in Business Administration and Accountancy, Cum Laude, from California State University, Northridge. He is a licensed Certified Public Accountant (CPA) in California (Inactive).

Adel is a Partner in CrossCountry’s Integrated Risk Management practice. With over 20 years of experience in cybersecurity and privacy, Adel serves as a strategic advisor to executive leadership, helping organizations navigate the complex landscape of digital threats and regulatory requirements. Capitalizing on his extensive network across California, he specializes in developing comprehensive cybersecurity and privacy strategies, architecting resilient environments, and overseeing the execution of high-stakes threat-aware initiatives. Adel is dedicated to empowering the Office of the CISO, CIO and key stakeholders by delivering robust security solutions that protect critical assets while enabling business growth and innovation.

Prior to joining CrossCountry, Adel led the Cybersecurity & Privacy and IT Internal Audit practices at CNM LLP, where he was responsible for developing innovative go-to-market strategies and overseeing client strategy and implementation delivery teams. Before that, he served as the Cybersecurity Officer for Film and TV Entertainment at NBC Universal, where he developed information security strategies and led initiatives to improve the business’s security posture and threat prevention capabilities. Adel also led the Global Cyber Security Operations organization at Activision Blizzard, delivering enterprise-wide operations, incident response, and policy frameworks. He began his career at Deloitte, leading information security and privacy implementations for global clients in the manufacturing, healthcare, consumer product, and media sectors.

Adel holds a B.S. in Business Administration from the University of Southern California. He is a Certified Information Systems Security Professional (CISSP) and a Certified Information Systems Auditor (CISA).

Amy is a Partner in the Integrated Risk Management practice at CrossCountry, based in the firm’s Los Angeles office. She has over 20 years of experience in internal and external audit, Sarbanes-Oxley (SOX), finance and business process redesign, the full life cycle of IT project delivery, systems and infrastructure implementation, and project and program management.

Prior to joining CrossCountry, Amy was a Partner at CNM LLP, where she was the IT Advisory Service Line Leader, focusing on complex IT risk and internal control challenges, strategy, and growth across the firm. Before that, she spent over 15 years at KPMG as a Director in the Risk Advisory practice. Throughout her tenure, Amy established a strong track record of leading cross-functional teams globally, managing complex engagements, and fostering collaboration between internal teams and clients to achieve project success.

Amy is a Certified Information Systems Auditor (CISA). She holds a B.S. in Business Administration with an emphasis in Finance, Information Systems, and International Business from the University of Southern California.

Zulema is a Partner in CrossCountry’s Integrated Risk Management practice at, based in the Los Angeles office. With over three decades of extensive experience in accounting, financial analysis, audit, risk, and governance, Zulema is a trusted advisor to financial executives navigating complex regulatory environments. She specializes in SOX compliance, financial reporting, and auditing, leveraging a strong working knowledge of SEC, US GAAP, and IFRS requirements to help clients strengthen their control frameworks and drive operational excellence.

Prior to joining CrossCountry, Zulema served as the Head of SOX for CNM’s Business Process and IT SOX service lines. Before that, she held leadership roles at Herbalife, including Senior VP of Internal Audit and WW Spend Management.  Zulema began her career at KPMG, where she spent 24 years and rose to the position of audit partner. During her tenure, she served as the Deputy Professional Practice Partner for the South Region (Latin America) and completed a rotation in KPMG’s Audit Quality and Professional Practice Group in New York.

Zulema is a Certified Public Accountant (CPA), licensed in California and New York, and holds a Bachelor’s in Business Administration from Mount St. Mary’s University. An active and respected leader in the business community, she serves as an independent board member for Cyclum Renewables and previously, Skechers.  She has recently served as member of the Board of Trustees of Mount St. Mary’s University. Zulema is also a member of the Latino Corporate Directors Association and Women Corporate Directors (LA Chapter).

Xavier is a Partner in CrossCountry’s Accounting Advisory, based in the firm’s Los Angeles office. With over 20 years of experience in financial reporting and technical accounting, Xavier is dedicated to providing high-value advisory services that empower the Office of the CFO. He specializes in guiding clients through complex technical transactions, including revenue recognition, debt and equity financing, share-based compensation, and debt restructuring. Xavier combines deep technical knowledge with a collaborative approach to help organizations navigate critical financial milestones and achieve their strategic objectives.

Prior to joining CrossCountry, Xavier was a Partner at CNM LLP, where he led accounting and transaction services for the Los Angeles office. During his tenure, he developed extensive expertise in supporting companies through the full lifecycle of public market entry, including IPO and SPAC readiness. His role involved leading initial readiness discussions, preparing registration statements, and providing ongoing technical accounting and financial reporting support for public companies. Before his time at CNM, Xavier worked in the Audit Assurance practice at Ernst & Young, serving clients in the technology and consumer product industries in both Los Angeles and New York. There, he assisted numerous organizations with complex accounting matters such as revenue recognition for multiple-element arrangements and inventory valuation.

Xavier is a Certified Public Accountant (CPA) licensed in California. He holds a B.S. in Accounting from the University of Southern California.

Razmig is a Partner in the Accounting Advisory practice at CrossCountry. With a robust background in technical accounting and risk compliance, Razmig serves as a strategic advisor to clients navigating complex financial reporting landscapes. He specializes in the implementation of critical accounting standards, while also providing expert guidance on SOX compliance. Razmig is dedicated to empowering the Office of the CFO by delivering the deep technical insights and regulatory expertise needed to drive accuracy and support strategic decision-making.

Prior to joining CrossCountry, Razmig was a Partner at CNM LLP, where he oversaw the firm’s Professional Practice Group. In this capacity, he supported numerous engagement teams in delivering technical accounting and risk services. Before his tenure at CNM, Razmig served as Deputy Chief Financial Officer at a Los Angeles-based publicly traded community bank. His responsibilities included interpreting new accounting and regulatory rules, managing FP&A, and overseeing capital and liquidity planning. He began his career in the audit practice at KPMG where he led integrated financial statement audits for multi-national SEC registrants and financial institutions.

Razmig is a Certified Public Accountant (CPA) licensed in California and holds a B.S. in Accounting and Finance from Oakland University. Committed to community impact, he serves as a Corporate Advisory Board Member for Inclusion Matters by Shane’s Inspiration.

Jennifer is a Partner in CrossCountry’s Integrated Risk Management practice, based in the firm’s New York office. With close to 20 years of experience in public accounting and SOX compliance, Jennifer serves as a trusted advisor to organizations navigating complex regulatory environments. She specializes in designing and enhancing internal control frameworks that are both effective and sustainable for growth.

Prior to joining CrossCountry, Jennifer was the market lead for CNM’s New York Internal Controls & SOX Advisory practice. In this role, she guided pre-IPO clients on internal controls, led year-one SOX compliance programs, and assisted with controls rationalization and material weakness remediation. Before her time at CNM, Jennifer served as a Financial Services Auditor at Ernst & Young for over 10 years. There, she serviced the largest credit card processor in the United States, leading financial statement audits and SOC-1 attestations. She has a deep understanding of the processes, controls, and accounting issues specific to the payments industry, and she regularly advised C-suite management and audit committees on the effectiveness of accounting and operational systems.

Jennifer is a Certified Public Accountant (CPA) licensed in New York. She holds a MBA in Accounting from Pace University.

Hinesh is a Partner in the Accounting Advisory practice at CrossCountry. With over 20 years of diverse accounting experience, Hinesh serves as a strategic advisor to financial executives, bringing deep expertise in US GAAP, technical accounting, and International Financial Reporting Standards (IFRS). He specializes in guiding clients through complex financial milestones, with a primary focus on IPO readiness, SEC reporting, and mergers and acquisitions. Hinesh is dedicated to empowering the Office of the CFO by delivering the technical precision and strategic insights needed to navigate regulatory requirements and drive business growth.

Prior to joining CrossCountry, Hinesh was a Partner at CNM LLP, where he led and oversaw the firm’s Accounting and Transaction Advisory practice. During his tenure, he successfully guided numerous companies through the IPO process and advised on a broad spectrum of accounting services, including technical accounting, financial reporting, and the implementation of new business processes. Before that, Hinesh was at Deloitte where he focused on serving both public and private companies across the technology, manufacturing, consumer business, and entertainment industries, helping them manage complex compliance and reporting challenges.

Hinesh is a Certified Public Accountant (CPA) licensed in California and holds the Deloitte International Financial Reporting Standards Accreditation. He earned his B.S. in Accounting and Business Administration from the University of Southern California. An active leader in the profession, Hinesh maintains memberships with the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).

Jeremy is a Partner in CrossCountry’s Integrated Risk Management practice. With over two decades of experience in accounting consulting and auditing, Jeremy serves as a strategic resource for clients navigating complex financial landscapes. He specializes in guiding companies through the IPO process, providing critical support in IPO readiness, technical accounting matters, SEC reporting, and Sarbanes-Oxley (SOX) compliance. Jeremy is dedicated to empowering finance functions by delivering the technical expertise and leadership needed to drive growth and ensure regulatory excellence.

Prior to joining CrossCountry, Jeremy was a Partner at CNM LLP, where he served as the Orange County office managing partner. During his tenure, he played a pivotal role in helping clients successfully execute initial public offerings and manage complex accounting projects. Before his time at CNM, Jeremy was an Audit Senior Manager at KPMG. There, he led audit teams through intricate accounting issues and SOX compliance mandates for a portfolio of public and private companies, including some of the firm’s largest technology clients in the region.

Jeremy is a Certified Public Accountant (CPA) licensed in California. He holds a B.S. in Accounting and Business Administration from Biola University.

Sanjay is CrossCountry’s Southern California Market Lead and Los Angeles Office Managing Partner. With over 20 years of experience, he serves as a strategic advisor to executive teams, guiding them through complex financial and operational challenges. He has deep expertise in enterprise risk management, internal audit, SOX compliance, finance operations, and business process improvement.

Prior to joining CrossCountry, Sanjay was the Managing Partner at CNM LLP, where he was responsible for firmwide strategy, commercial performance, and market positioning. In that role, he led CNM’s growth across its core service lines and key industries, including technology, media and entertainment, financial services, consumer products, life sciences, and real estate. He previously launched and led the firm’s Internal Audit practice and served as outsourced Head of Internal Audit for several public companies, reporting directly to their audit committees and providing critical oversight for governance, risk, control, year-one SOX implementations, and risk-based audit planning. Earlier in his career, Sanjay worked in the Assurance and Advisory practice at Ernst & Young, where he planned and executed audits for numerous public and private companies, building a strong foundation in financial reporting and compliance.

Sanjay holds a B.S. in Accounting from the University of Southern California. He is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), and Certified Information Systems Auditor (CISA), and is an active member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA). He currently serves on the board of Kidspace Children’s Museum, a nonprofit focused on youth learning and enrichment.

Adam is a Partner in CrossCountry’s Integrated Risk Management practice, based in the firm’s Los Angeles office. With over 25 years of experience in audit, security, and compliance, Adam serves as a strategic advisor to organizations seeking to enhance their governance, internal controls and overall risk management posture. He specializes in internal audit and SOX compliance, having served as interim head of internal audit and SOX on behalf of dozens of clients. From year-one implementations and risk assessments to the remediation of material weaknesses. Adam is dedicated to empowering financial executives by delivering practical solutions that fortify compliance and drive process improvements.

Prior to joining CrossCountry, Adam was a Partner at CNM LLP, where he led the firm’s Business Process SOX practice. During this time, he provided people-focused leadership and development to the BP SOX practice consisting of more than 50 professionals and led the BP SOX group’s buildout of its Malaysia practice. Before that, Adam served as the Internal Audit Director at Anthem Blue Cross, where he led project teams in analyzing high-risk areas of the enterprise and developed the annual audit plan based on comprehensive risk assessments. He was previously a Manager in KPMG’s Risk Advisory Services group, where he provided oversight on external and internal audits of business process and IT-related areas such as application controls, infrastructure, and project management for a variety of clients. Adam started his career at Arthur Andersen.

Adam is a Certified Internal Auditor (CIA) and a Certified Information Systems Auditor (CISA). He holds a B.S. in Business Administration with a focus on Management Information Systems from the University of Notre Dame.

Mike is a Partner in the national Private Equity practice at CrossCountry Consulting, where he leads engagements within the financial due diligence team. With over 15 years of experience in finance, accounting, and due diligence, Mike serves as a strategic advisor to both private and public entities navigating the complexities of the M&A lifecycle. He specializes in providing buy-side and sell-side quality of earnings reports and closing balance sheet support, connecting clients with the right cross-functional teams to drive value during the holding period. Mike has deep expertise in the industrial and manufacturing sectors and is passionate about helping private equity firms execute successful roll-up strategies across industries such as HVAC, professional services, property management, and home services.

Prior to joining CrossCountry, Mike spent a decade at Corporate Diligence Specialists (CDS), ending his tenure there as Partner. Previously, he spent two years at KKR as a Senior Manager on the accounting and operations team, focusing on Direct Lending and Special Situations investments. His background also includes five years in the Assurance practice at PricewaterhouseCoopers in San Francisco, where he served as a Manager in the financial services audit group.

Mike holds a Bachelor of Science in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.

Joey is a Partner in CrossCountry Consulting’s Private Equity practice. With 20 years of finance, accounting, and due diligence experience, Joey serves as a strategic advisor to private equity, venture capital, and corporate clients navigating complex transactions. He specializes in providing comprehensive financial and accounting due diligence support across a wide range of industries, including industrial manufacturing, services, and technology. Joey is dedicated to empowering the Office of the CFO by delivering the insights needed to drive growth and mitigate risk during critical M&A activities.

Joey’s expertise encompasses buy-side and sell-side quality of earnings analyses, standalone analysis for carve-out transactions, net working capital assessments, and purchase agreement negotiations. Prior to CrossCountry, he was a Partner at Corporate Diligence Specialists (CDS) for 10 years. Previously, Joey was an equity research associate at Wells Fargo Securities, where he provided sell-side coverage of the homebuilding and building products industries, and served as a financial analyst at Houlihan Lokey, focusing on due diligence services and fairness opinions. He began his career in the audit practice of Deloitte & Touche.

Joey is a CFA Charter holder. He holds a Bachelor of Arts in Mathematics and Economics from Swarthmore College and a Master of Accounting from the University of Southern California.

Based in San Francisco, Jason is a Partner in the Private Equity practice, where he supports the national Financial Due Diligence (FDD) team. He specializes in advising private equity sponsors and strategic buyers on complex transactions, empowering the Office of the CFO with the critical insights needed for strategic decision-making. Jason has extensive experience in both buy-side and sell-side diligence, with a particular focus on corporate carve-outs, platform acquisitions, mergers, and rollup strategies.

Jason’s expertise covers a wide range of diligence areas, including quality of earnings analysis, net working capital assessment, and transaction structuring. He has guided clients through deals worldwide, from middle-market businesses to multi-billion-dollar acquisitions across North America, Europe, South America, and Australia. Prior to CrossCountry, Jason spent over a decade at Corporate Diligence Specialists (CDS), working his way up from Senior Associate to Partner. Previously, he worked in the Assurance practice at PricewaterhouseCoopers, where he served investment management and private equity firms.

Jason earned his Bachelor of Arts in Economics from the University of California, Los Angeles, and is also an alumnus of the John Felice Rome Center in Rome, Italy.

Dilpreet is a Partner in the Private Equity practice at CrossCountry Consulting, based in the San Francisco office. With over a decade of experience in financial due diligence, Dilpreet serves as a trusted strategic advisor to private equity sponsors, corporate acquirers, and founders navigating the complexities of the M&A lifecycle. She specializes in providing comprehensive buy-side and sell-side financial due diligence services, offering deep expertise in quality of earnings, working capital and cash flow analysis, and purchase agreement considerations. Dilpreet has led engagements across a diverse industry footprint, including industrials and manufacturing, technology and SaaS, construction, transportation, and business services.

Prior to joining CrossCountry, Dilpreet was a Partner at Corporate Diligence Specialists (CDS) where she led buy-side and sell-side financial due diligence engagements for private equity and strategic clients, including platform and add-on acquisitions, acquisitions as part of a roll-up strategy, and complex carve-out transactions. Her experience includes evaluating stand-alone financials, shared services, and transitional service arrangements to ensure successful deal execution. Earlier in her career, Dilpreet served as a Senior Analyst at Accenture in San Francisco and Toronto, where she aided in the creation and execution of program strategy for large joint ventures and provided project management and financial analysis support across the healthcare and technology sectors.

Dilpreet is a CFA Charter holder and holds a Bachelor of Business Administration degree from the Schulich School of Business at York University.

Brian serves as the Financial Due Diligence Co-Lead in the Private Equity practice at CrossCountry Consulting. Based in San Francisco, he is responsible for the overall strategy, practice development, and delivery of due diligence services to the firm’s private equity, strategic buyer, and other M&A clients. With over 30 years of extensive experience in due diligence, finance, and accounting, Brian acts as a trusted advisor on complex transactions within the manufacturing, technology, and service sectors. His expertise encompasses buy-side, sell-side and refinancing assignments, where he guides clients through quality of earnings analyses, working capital assessments, standalone cost analyses and critical purchase and sale negotiations for acquisitions, divestitures, and carve-outs of national and global companies.

Prior to joining CrossCountry, Brian co-founded Corporate Diligence Specialists (CDS) where he built a reputation for excellence in financial due diligence. Before establishing CDS, he was a leader in the Transaction Services practice at PricewaterhouseCoopers in Silicon Valley and began his professional career at Coopers & Lybrand in Los Angeles.

Brian holds a Bachelor of Arts degree in Business Economics, with honors, from the University of California, Santa Barbara.

Anthony is the Financial Due Diligence Co-Lead in the Private Equity practice at CrossCountry Consulting. With over 23 years of deep experience in transaction and financial advisory services, he is responsible for the overall strategy, practice development, and delivery of due diligence services for the firm’s private equity and corporate clients. Anthony provides strategic counsel on a wide range of M&A activities, including buy-side and sell-side due diligence, working capital negotiations, and closing statement preparations for acquisitions, divestitures, and complex carve-out transactions.

Prior to joining CrossCountry, Anthony was a key leader at Corporate Diligence Specialists (CDS) for over 19 years. Before that, he served as a Vice President at JP Morgan Partners, LLC (JPMP), where he managed a diverse portfolio of middle-market buyout and venture capital investments, structured secondary sale transactions, and informed key investment decisions. Anthony began his career at Deloitte & Touche, providing financial assurance and advisory services to clients in the financial services, manufacturing, and technology sectors.

Anthony is a CFA Charterholder. He earned his Bachelor of Science in Business Administration with a concentration in accounting from California Polytechnic State University, San Luis Obispo.

Jillian is a Partner in CrossCountry’s Accounting Advisory practice, bringing over 14 years of experience in the financial services sector. Based in the firm’s New York office, Jillian specializes in delivering innovative solutions to complex accounting challenges, operationalizing new standards, and driving IPO readiness for clients across banking, asset management, insurance, and financial technology (FinTech). Her expertise spans technical accounting, SEC reporting, mergers and acquisitions, and process optimization, making her a trusted advisor to organizations navigating dynamic financial landscapes.

Throughout her career, Jillian has led a wide range of high-impact engagements, including technical accounting standard adoptions, IPO and de-SPAC transactions, audit readiness, SEC/Financial Reporting, system implementations, and post-merger integrations. She is recognized for her ability to quickly assess accounting implications, enhance operational efficiency by identifying and addressing pain points within accounting and finance functions, and design future-state operating models that drive long-term value. Prior to joining the firm, Jillian honed her expertise at CFGI as the National Financial Services Leader. She began her career in audit at PwC and later served as Manager in Deloitte’s Banking & Capital Markets Advisory practice.

Jillian holds a B.S. in Business Administration with dual majors in Accounting and Finance from Monmouth University. She is a Certified Public Accountant in New York and New Jersey and an active member of the American Institute of Certified Public Accountants (AICPA). In 2024, Jillian was honored as one of the “Top Women Leaders” by Women We Admire, a testament to her influence and leadership in the industry.

Lindsi is a Partner in CrossCountry’s Accounting Advisory practice. With nearly two decades of experience, Lindsi specializes in delivering agile, results-driven advisory services to clients across the Life Sciences, Technology, Media, Consumer Products, and Manufacturing industries. She is renowned for her ability to support the evolving needs of the CFO’s office, guiding organizations through complex financial transformations and scaling finance and accounting functions to meet the demands of dynamic investor landscapes.

Throughout her career, Lindsi has demonstrated exceptional expertise in IPO readiness, technical accounting, and strategic financial operations. She is a subject matter expert in license and collaboration arrangements and has deep experience overseeing intricate technical analyses, multi-currency consolidations, and the drafting of SEC-compliant financial statements. Her leadership extends to interim roles as Chief Accounting Officer and Controller, where she has successfully built and optimized corporate accounting departments, implemented global policies, and enhanced operational efficiencies. Lindsi began her career at PwC in the audit practice where she served primarily public, multinational clients before spending over a decade at CFGI.

Lindsi holds a B.S. in Accounting with a Minor in the Legal Environment of Business from Penn State University, where she graduated with high distinction.

Bedros is a Partner in CrossCountry Consulting’s Accounting Advisory practice. Based in the firm’s San Francisco office, he is responsible for strategically driving growth and expanding CrossCountry Consulting’s market presence in the Bay Area. Bedros brings over two decades of accounting advisory experience to the firm, specializing in integrated and financial statement audits, technical accounting, SEC compliance, IPO readiness, mergers, and acquisitions.

Throughout his career, Bedros has cultivated deep expertise across the technology, real estate, life sciences, leasing, cleantech, and consumer markets sectors. He is a recognized leader in developing AI-enabled audit tools, and spearheaded cross-functional generative AI growth strategies. His technical knowledge covers SEC reporting, Sarbanes-Oxley, and IFRS, and he has served as a national office technical advisor and frequent public speaker on complex accounting topics. Prior to CrossCountry, Bedros served as an Audit Partner in KPMG’s Technology and Real Estate practices where he led integrated and financial statement audits of technology and real estate companies including public and private, VC-backed software companies, public REITs, and private real estate funds and developers.

Bedros holds a Master of Accounting from the University of Southern California and a BA in Cognitive Science with an emphasis in Software Computational Modeling from the University of California, Berkeley. He is a Certified Public Accountant in California and a member of the AICPA and CalCPA.

Brian is a Partner in CrossCountry’s Business Transformation practice, where he leads Enterprise Performance Management (EPM), transformation, and artificial intelligence initiatives. With more than 15 years of experience, he partners with CFOs and executive leadership teams to modernize finance functions, drive digital transformation, and enable data-driven decision making.

He has led enterprise transformation programs that delivered measurable outcomes, including operational efficiencies, margin improvement, and scalable FP&A capabilities through strategic operating model design, process improvement, and implementation of modern finance platforms. Prior to CrossCountry, Brian led Accenture’s global OneStream EPM practice, advising clients across industries such as energy, financial services, manufacturing, retail, and technology.

Brian earned his bachelor’s degree in finance from Florida Atlantic University and is a frequent speaker and thought leader on finance transformation, EPM innovation, and the use of AI in modern business operations.

Bill serves as the Texas Market Lead & Dallas Office Managing Partner at CrossCountry Consulting, where he oversees the firm’s strategy and operations in the region. With a focus on client relationships and delivering solutions for the Office of the CFO, Bill drives impactful strategies tailored to local market needs.

With over 25 years of experience, Bill’s extensive career is marked by a series of influential leadership roles that have solidified his reputation as a trusted advisor and strategic executive. Before joining CrossCountry, he was the National Practice Leader of Financial Advisory Services at Riveron and served as the Chief Operating Officer of the firm’s Advisory segment. He also held the position of Vice President of Reporting and Technical Accounting at Orthofix International. Bill began his career at PwC, where he dedicated nearly 13 years to various positions encompassing audit, transaction services, and global accounting consulting.

Bill holds a B.S. degree in Accounting from Brigham Young University. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). Beyond his professional pursuits, Bill contributes to the community through his role on the Board of Directors at the Dallas Arboretum and Botanical Garden and as a member of the Finance and Accounting Committee.

Dara brings an exceptional blend of strategic vision and financial expertise to her role as California Market Lead and San Francisco Office Managing Partner at CrossCountry Consulting. With a proven track record of delivering innovative solutions and fostering operational excellence, she leads with a focus on empowering teams, driving client success, and spearheading growth initiatives across the dynamic California market.

Dara’s career spans over three decades, during which she has demonstrated her ability to lead complex financial transformations and strengthen organizational frameworks. Prior to CrossCountry, she served as Senior Vice President and Chief Accounting Officer at T-Mobile, playing an instrumental role in the integration of the Sprint merger and executing a comprehensive back-office finance transformation. Her expertise encompasses US GAAP, SEC reporting, M&A integration, governance, risk, and compliance, as well as technological advancements in finance, such as AI-driven strategies and digital finance transformation. Before her tenure at T-Mobile, Dara held senior leadership roles at CBRE, Gap Inc., and was an SEC Assurance Audit Partner at both PwC and KPMG.

Dara holds a Bachelor of Science degree in Accountancy from California State University-Sacramento and has been recognized among the ‘Bay Area’s Most Influential Women’ by the San Francisco Business Times. Her leadership extends beyond corporate settings, with board positions at Lulus.com, Self Financial, Inc., and previously, Girls on the Run International, where she has championed sustainable success and community empowerment.

Stephanie brings nearly 20 years of experience in leading complex risk transformation engagements across operational risk domains, including data, privacy, cyber, third-party risk management, resiliency, and AI. Based in CrossCountry’s Washington, D.C. office, she leads the national Strategic & Operational Risk capability, focusing on the development and transformation of large-scale risk programs to enable sustainable risk management.

Previously, Stephanie held leadership positions at Protiviti and Baker Tilly within their technology risk advisory practices. Stephanie has consistently demonstrated her expertise and adaptability in delivering impactful solutions, earning her a reputation as a trusted partner in the risk management and financial services communities.

Stephanie holds dual B.B.A. degrees in Computer Information Systems and Management, Technology, Innovation, & Entrepreneurship from James Madison University. She is a Certified Information Privacy Technologist (CIPT), Certified Data Protection Solutions Engineer (CDPSE), Certified Information Systems Auditor (CISA), and Certified Internal Auditor (CIA).

Nick is a Partner in CrossCountry’s national Private Equity practice where he focuses on building the practice’s SaaS/Technology vertical. Leveraging his deep industry expertise, Nick leads relationships and delivery for key private equity funds investing in SaaS/Technology companies, and is dedicated to expanding the SaaS/Technology team, fostering collaboration across service lines, and driving growth within CrossCountry’s private equity client base.

With over 15 years of experience in finance, private equity, and corporate development, Nick has held leadership roles that reflect his broad skill set and commitment to impact. Previously, he served as Director at CrossCountry, leading major projects across SaaS/Technology and FP&A initiatives. Prior to that, Nick honed his expertise in corporate development roles at Allstate and CNA Insurance, specializing in strategic planning and M&A. Earlier in his career, he worked as a Senior Associate at EDG Partners, focusing on investment opportunities and providing support to portfolio companies, and as an Investment Banking Analyst at KBW, where he sharpened his analytical and transactional skills.

Nick holds a B.S. in Finance and Economics from the University of Maryland, College Park.

Brent is a Partner in CrossCountry’s national Business Transformation practice where he plays a pivotal role in building and scaling the firm’s Systems Advisory capability. Based in the firm’s Washington, D.C. office, he works with clients to develop robust technology strategies and deliver transformational system implementations. His expertise spans Systems Architecture, System Implementation, and Process Optimization, making him a trusted advisor for organizations navigating complex transformation initiatives.

With more than 15 years of experience, Brent’s career began at Accenture. During his eight-year tenure, he held various finance-focused roles, culminating as a manager. Since joining CrossCountry, Brent has led system transformation initiatives for notable organizations, and has been instrumental in CrossCountry’s FAST initiative and the integration of the firm’s NetSuite practice.

Brent received a B.A. in Economics and Business Administration from Bridgewater College and is a certified Project Management Professional (PMP).

Anjali is a Partner in CrossCountry’s Business Transformation practice where she plays a leadership role within the Washington, D.C. market while also driving initiatives at a national level. She has almost 20 years of experience centered on technology-enabled transformation for alternative investment managers and financial services clients. With a focus on continued growth of the firm’s national asset management practice, her work spans enterprise transformation, including business process optimization, technology implementations, and program and change governance.

Prior to her tenure at CrossCountry, Anjali spent six years with Deloitte LLP in their Audit & Enterprise Risk Services practice. Complementing her professional accomplishments, Anjali actively contributes to her community, serving on the Associate Leadership Council for Junior Achievement of Greater Washington. Anjali holds an MBA from the University of Mississippi and a BBA and Computer Information Systems degree from Millsaps College. She is a certified Project Management Professional (PMP) and a Certified Information Systems Auditor (CISA).

Oscar is a Partner at CrossCountry where he supports the expansion of the Business Transformation Practice for growth and private equity companies on a national scale. With a strategic focus on enhancing business process optimization, private equity, and technology and automation, Oscar capitalizes on his extensive network across market locations. With over 17 years of experience across finance and accounting operations, accounting advisory, and management consulting, he also brings key systems and implementation expertise across a number of industries.

Throughout his career, Oscar has demonstrated exceptional leadership and qualifications. Before joining CrossCountry, he served as a Managing Partner at CFGI, providing top-tier advisory services in finance and controllership operations to both public and private equity-backed clients. His previous role as Global Controller, LATAM CFO, and LATAM COO at a $500 million media company highlights his capability in managing complex financial and operational challenges. Oscar is well-versed in technology assessment, project management, and delivering interim leadership solutions, making him a vital asset to any team.

Oscar holds a Bachelor of Science in Business Administration with dual concentrations in Accounting and Finance from Boston College. He furthered his expertise with a Master of Science in Accounting from the University of Massachusetts, Amherst.

A Partner in CrossCountry’s NetSuite practice, Bobby brings extensive expertise in manufacturing and supply chain operations and has consistently demonstrated exceptional proficiency in implementing strategic ERP solutions that enhance operational efficiency and drive business growth.

At SCS Cloud, Bobby served as Chief Operating Officer, leveraging his experience to oversee operations and strategic initiatives and spearheaded complex implementations, enhancing client operations through customized solutions. At Oracle, where he served as a Principal NetSuite Consultant, he developed and implemented custom solutions within the manufacturing space. Additionally, as a Demand Planning Analyst at Christie Digital Systems, he honed his ability to align production plans with market dynamics, ensuring seamless supply chain operations.

Bobby received a bachelor’s degree in Logistics, Materials, and Supply Chain Management from California State Polytechnic University-Pomona. His expertise is supported by an impressive array of certifications, including APICS CPIM, NetSuite Administrator, and NetSuite SuiteAnalytics, among others.

Derek drives innovation and growth as CrossCountry Consulting’s NetSuite Practice Lead, leveraging his extensive expertise in enterprise technology solutions. Based in Tampa, FL, he is responsible for client delivery, strategy, and growing the NetSuite practice internationally.

Previously, Derek was the Founder and CEO of SCS Cloud where he led the company to be a rapidly expanding and award-winning NetSuite Solution Provider before being acquired by CrossCountry.  His leadership in financial system design, custom software development, and rapid system configuration was instrumental in expanding SCS Cloud’s footprint, allowing the firm to cater to a diverse range of commercial and industrial clients.

Earlier in his career, Derek managed software sales and implementations for Enterprise Risk Solutions Group where he played a pivotal role in establishing a strong presence in the Middle East and Australia. He also held the role of Operations Director at Guideline Risk Technologies building and implementing solutions for Governance, Risk, and Compliance (GRC) within banking, logistics, and other industries.

Harris Gofstein is a Partner in CrossCountry’s Business Transformation practice where he leverages his extensive expertise to lead enterprise and mid-market clients through comprehensive business transformations. Based in the Washington, D.C. office, Harris plays a pivotal role in enhancing CrossCountry’s national presence, particularly within the government contracting, hospitality, and financial services industries. His leadership is instrumental in connecting a suite of services focused on strategy definition, business processes, financial system implementations, and reporting solutions that provide data-driven insights and foster organizational change.

With over 25 years of experience, Harris has been at the forefront of driving strategic transformation initiatives. Before joining CrossCountry, he served as a Partner at SC&H Group, where he was a leader in the Business Performance Management practice that focused on delivering innovative FinTech solutions to the office of the CFO. His earlier tenure at BearingPoint showcased his adeptness in developing long-term strategies for prominent clients like the U.S. Senate, addressing essential financial management and reporting requirements.

Harris holds an MBA from Loyola University in Maryland and a BS from the University of Baltimore.

Mike is a Principal in CrossCountry’s Risk Advisory practice based in the firm’s New York office. With over 20 years of experience across multiple industries, Mike specializes in enterprise risk management, operational efficiency, and internal controls crossing multiple business functions including operations, risk, internal audit, compliance, and finance transformation. He is a frequent presenter to Board of Directors, audit committees, and at various industry events. Mike co-leads CrossCountry’s New York Risk Advisory team with a focus on bringing the firm’s services to market.

Prior to joining CrossCountry, Mike spent the bulk of his career in PwC’s Risk Assurance practice before joining Take-Two Interactive Software, Inc. (T2). Mike held two positions during his tenure at T2: first as the Global Head of Internal Audit and then as Senior Vice President of Finance where he led post-merger integration and business transformation.

Mike received his BBA from Loyola University Maryland. He is a member of the Institute of Internal Auditors (IIA) and is a Certified Internal Auditor (CIA).

Jaime is a Partner in CrossCountry’s national Business Transformation practice focused on Banking and Asset Management clients across the U.S. Based in the firm’s Chicago office, he has over 25 years of industry and consulting experience delivering large-scale management reporting and FP&A transformations in the banking, asset management, and retail brokerage industries. Utilizing his deep expertise, Jaime is instrumental in providing enterprise performance, financial planning and analysis, management reporting, and bank regulatory reporting guidance to our clients.

Prior to CrossCountry, Jaime spent over 11 years at PwC, most recently serving as a Managing Director on the Management Analytics Team, where he was the OneStream Financial Services Lead and led several Workday Adaptive Planning Banking implementations. Previously, he was a Partner at The Capital Markets Company for three years, spent nine years at KPMG/BearingPoint, and CFO/Treasurer in industry.

Jaime received his BBA in Finance with an emphasis on Banking and Capital Markets from the University of Texas RGV. He received an Executive Leadership Certificate from Yale University.

Aimee is a Partner in CrossCountry’s national Private Equity practice supporting private equity clients and their portfolio companies across a wide range of industries. With over 20 years of experience as a trusted transaction advisor to corporate and private equity investors and key stakeholders, she specializes in transaction diligence on consumer products and retail companies for both buy- and sell-side transactions. Her collective transaction experience includes leveraged buyouts, minority and growth investments, public to private, public to public, joint venture, divestiture, and carve-out transactions.

Prior to CrossCountry, Aimee built her career at EY, most recently serving as a Partner in the Strategy and Transactions practice. There, she led financial and accounting and cross-functional due diligence engagements for mega- and middle-market private equity and corporate investors across industries with particular focus on consumer products and retail transactions.

Aimee graduated Cum Laude from Villanova University with a Bachelor of Science in Accountancy. She is a licensed CPA in New York and North Carolina.

Brett is a Partner in CrossCountry’s Business Transformation practice. With over 16 years of experience in data and analytics, financial analysis, buy- and sell-side transaction diligence, and transformational carve-outs, she works with clients to provide insights and solutions that help them to optimize their business performance, growth, and value creation. She leverages her expertise and technology and innovation skills to develop and implement cutting-edge tools and methodologies that enhance the quality and efficiency of the firm’s services and solutions.

Previously, Brett served as Transaction Diligence Analytics Partner at EY across various industries including consumer products and retail, manufacturing, and professional services where she supported value stories in buy-side, sell-side, and transformational carve-outs, as well as outside of M&A.

Brett graduated from the University of Iowa with a BA in English literature. She received her MS in Accounting from Indiana University’s Kelley School of Business.

Based in Washington, D.C, Laura is a Partner and the national Government Contracting Industry Leader in CrossCountry Consulting’s Accounting Advisory practice. Laura brings to the firm almost 30 years of deep understanding of, and experience with, complex accounting and financial transactions that have yielded significant value creation for companies serving the U.S. federal government and its agencies. Utilizing her expertise, she leads CrossCountry’s strategy to deliver the firm’s integrated solutions to clients in the aerospace, defense, and government contracting industry.

Previously, Laura spent 15 years at Booz Allen Hamilton serving in a variety of finance leadership roles including Chief Accounting Officer, and most recently, Senior Vice President and Treasurer. She has significant knowledge and experience across technical accounting, risk and compliance, and reporting requirements facing public company and government contractors to include implementing effective business transformations and system integrations. Laura also has extensive experience in capital market transactions and deployments, including initial public offerings, debt refinancings, corporate tax strategies, and acquisitions and divestitures.

Prior to Booz Allen, Laura was a Senior Manager in the Audit and Assurance Practice at EY. She spent 14 years at the firm serving large public and private companies across the government contracting sector. She also held positions in the firm’s National Securities and Exchange Commission Practice Group and National Aerospace and Defense Industry Practice where she provided guidance and thought leadership on accounting and financial reporting topics. Laura’s understanding and practical experience of the complexities of the role of the CFO and their finance organizations provides a unique perspective in applying CrossCountry’s integrated solutions to its clients’ most challenging problems.

Laura received her bachelor’s in accounting from the University of Richmond where she continues to serve as a guest speaker at the University’s Robins School of Business.

Rishi is CrossCountry’s Healthcare Industry Lead in the national Private Equity practice, helping clients capture and build financial and operational value during the hold period for their investments. With 15 years of experience exclusively providing M&A transaction and financial due diligence services to private equity and corporate clients for buy-side, sell-side, and corporate carve-out mandates, Rishi is an expert within the Life Sciences and Healthcare industries specializing in the healthcare provider and services sectors and brings valuable insight to his clients through all phases of the transaction lifecycle. His extensive experience expands the company’s relationships with private equity clients and supports the growth of our transaction advisory capabilities.

Previously, Rishi was a Managing Director within EY’s Health Sciences & Wellness Strategy and Transaction and Deloitte’s Life Sciences & Healthcare M&A Advisory practice focused on transaction diligence. In these roles, he supported clients in executing M&A transactions within various sub-sectors of the healthcare industry including for-profit and not-for-profit hospital systems, post-acute care, retail health, physician practice management and multi-site specialty practices, and behavioral health (substance abuse and mental health). Rishi also has extensive experience with health plans (Medicare Advantage, commercial/HMO, vision and dental plans), benefits and utilization management, and at-risk provider models.

His experience in the life sciences industry includes pharmaceutical manufacturing, medical devices, and contract research and development/ manufacturing organizations.

Rishi received his Bachelor of Science in Business Administration and Masters in Accountancy from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He is an active CPA in North Carolina, and member of the AICPA and NCCPA.

Ronel is CrossCountry’s West Coast Risk Advisory Lead based in our Seattle office. With over 15 years of experience providing Integrated Risk Management services to top global Fortune 500 and emerging growth organizations, Ronel is responsible for client delivery, strategy, and the growth of the Risk Advisory practice on the West Coast.

Ronel has spent over a decade with CrossCountry, supporting clients through complex organization-wide risk, compliance, and transformation efforts. This includes guiding, planning, and executing engagements related to risk transformation, SOX readiness and compliance, internal and IT audits, and enterprise risk management. Before joining CrossCountry, she was with KPMG.

Ronel received her Bachelor of Commerce Honors Internal Audit Degree from the University of Pretoria, South Africa. She is also a Certified Information Systems Auditor (CISA), a Certified Internal Auditor (CIA), a Certified Financial Services Auditor (CFSA), and Certified in Controls Self-Assessment (CCSA).

Jon is a Partner in CrossCountry Consulting’s Accounting Advisory practice based in the firm’s Boston office. Utilizing his deep expertise across complex technical accounting (U.S. GAAP and IFRS), SEC financial reporting, private company audit readiness, strategic transactions, and internal controls, he is instrumental in client delivery, strategy, and growth in the Boston market.

With almost 20 years of experience leading assurance and advisory teams across a variety of industries, Jon supports growth stage and large enterprise clients through complex transactions, provides SEC expertise to clients through their IPO and ongoing registration statements, and provides audit readiness support for private companies.

Prior to CrossCountry, Jon spent 13 years at EY, including providing assurance services in the Boston practice to a broad range of companies, with a focus on technology clients, through global integrated audits, SOX 404, and technical accounting and financial reporting. He also spent three years within EY’s EMEIA Integrated Capital Markets group in Dusseldorf, Germany assisting audits for large global foreign private issuers and provided advisory services on technical accounting and SEC matters. Jon received his B.A. in Finance and Economics from the University of Massachusetts – Amherst’s Isenburg School of Management and his M.S.A. from the University of Virginia. He is also a CPA in Massachusetts.

Iwan is a Partner in CrossCountry’s Dallas office supporting the firm’s Accounting Advisory and Private Equity practice. He has more than 20 years of experience across a wide range of industry sectors through mergers and acquisitions, including complicated carve-out divestitures and supporting the sell-side process for both corporate clients and private equity portfolio companies.

Prior to joining CrossCountry, Iwan was with EY and PwC’s Transaction Practices, advising clients on M&A transactions. He began his career in EY’s Audit Practice in the Netherlands.

Iwan received his Master’s degree in Management & Organization from the University of Groningen and his certified internal audit degree from the University of Amsterdam. He is a CPA licensed in the states of New York and Texas, and prior to moving to U.S. in 2001, he was a licensed Chartered Accountant in the Netherlands.

Iwan is a board member & chair of the Audit Committee of the Netherlands America Foundation and is a member of the U.S. Soccer Development Council.

Based in Tampa, Florida, Scott is a Partner in CrossCountry’s national Business Transformation practice. A visionary data and analytics leader, Scott is skilled at leveraging new technology to unlock the power of data and change the way information is consumed within the organization. He has extensive experience creating value through analytics and innovation and is known as an agent of change with the leadership acumen to develop people and create high-caliber teams by promoting an atmosphere of continuous learning.

Prior to CrossCountry, Scott dedicated over 17 years to PwC, most recently serving as the Managing Director for Data & Analytics. He concentrated on leveraging emerging technologies to drive insights into competitive advantage, revenue enhancement, cost optimization, and risk mitigation. Throughout his tenure, working under the CFO organization, Scott led a Data & Analytics team that developed a comprehensive strategy for data consolidation, insights generation, and visualization, as well as initiating AI initiatives tailored to enhance the operations of both the Finance and Human Capital domains. Previously, he served over five years at FISwhere he helped develop and supported credit card processing solutions for mid- and small-size banks.”

Scott graduated from Florida State University’s College of Business with a B.A. in Management Information Systems. He is a fundraising volunteer for the National Pediatric Cancer Foundation.

Olivier is a Partner in CrossCountry Consulting’s Accounting Advisory practice based in the firm’s Washington, D.C. office. Utilizing his deep industry knowledge across the Health Industries Sector and Technology, Media & Communications, and extensive experience serving clients that range from private growth-stage companies to large-cap multi-national public registrants, Olivier is responsible for client delivery, strategy, and growing the Accounting Advisory practice in D.C.

Olivier has over 20 years of experience at PwC in providing assurance and consulting services to public and private companies in the areas of financial statements audits, technical accounting, public and private debt, and equity offerings and controls implementations. Additionally, he co-led PwC’s Center of Excellence (COE) efforts for the firm’s Tech-Enabled Audit initiatives responsible for establishing COEs focusing on simplifying, standardizing, and automating various aspects of the audit.

Olivier received his Bachelor of Accounting from the University of Pretoria, South Africa. He is a CPA in Virginia and the District of Columbia and a George Town University student athlete mentor.

Christina is a Partner in CrossCountry Consulting’s Accounting Advisory practice based in the firm’s Chicago office. Utilizing her deep industry knowledge and expertise across a variety of complex accounting areas – including US GAAP, financial reporting, internal controls, asset management, real estate, REITs, gaming, hospitality, and ESG – Christina is responsible for client delivery, strategy, and growing the Accounting Advisory practice in Chicago.

Christina spent over 14 years in the Audit practice at KPMG. In addition to serving clients, she was also responsible for the formation and oversight of KPMG’s Center for Audit Solutions, which included development of the service delivery model strategy and oversight of the design and deployment of onshore centralized services.

Christina received her BBA in Accounting and MSA in Financial Reporting from the University of Notre Dame Mendoza College of Business. She received a Certificate in Advancing Sustainability from the NYU Stern Center for Sustainable Business and is a CPA in the state of Illinois.

Mike is a Partner in our Business Transformation practice focused on Banking and Capital Market clients across the U.S. Based in the firm’s Chicago office, he has over 30 years of industry and consulting experience delivering large-scale transformation to the office of the CFO, CRO, and CCO. Utilizing his deep expertise in the areas of financial and management reporting, planning and forecasting, the design and implementation of risk-adjusted profitability reporting, and regulatory compliance, Mike is instrumental in expanding the firm’s Financial Services expertise and national client base.

Prior to joining Cross Country, Mike spent 13 years as a Partner at Capco where he led the U.S. Financial Services Consulting Business and was part of Capco’s global leadership team. Additionally, Mike spent 14 years at BearingPoint where he led the world-class Finance practice. He began his career at Citibank and was a Vice President in their Financial Planning and Analysis division. 

Mike received his BBA in Finance and Marketing from the University of Iowa.

Daragh is a Partner and CrossCountry’s Central Region Lead & Chicago Office Managing Partner. With over 20 years of audit and advisory experience, he will play an instrumental role in directing the firm’s Chicago market strategy and operations and supporting the needs of clients in the region.

Prior to CrossCountry, Daragh previously spent over 20 years with KPMG LLP serving clients in the public and private sector. His most recent role at KPMG was as a Partner and Deputy Asset Management Practice Leader for the Midwest region based in Chicago. His experience includes large global public company audits, IPO’s, carve outs, and restatements, as well as audits for private equity and venture capital backed entities.  Prior to transferring to the Chicago office, he worked in KPMG Dublin, Ireland for six years in the audit practice.

Daragh is a Certified Public Accountant (CPA) in Illinois, a Fellow Chartered Accountant (FCA) in Ireland, and a member of the Association of Certified Public Accountants.

A Partner in CrossCountry’s Coupa practice, Bruce brings 20 years of sourcing and procurement experience successfully executing large-scale global transformation projects for Fortune 500 companies. He has an established track record in collaborating with Coupa on their roadmap of product offerings and innovations resulting in helping clients to strategize and capture value with the usage of digital technologies, artificial intelligence, and analytics.

Prior to joining CrossCountry, Bruce led the Digital Procurement practice at Deloitte where he was a founding member of the SAP Ariba and Coupa practices.  He fostered the growth of the practice through proactive collaboration with software companies, forging alliances and promoting co-development initiatives. He has deep functional/technical experience and understanding of all aspects of the sourcing and procurement lifecycle – from budget to pay – across multiple industries and sectors.  Throughout his career, he has consistently surpassed goals, demonstrating an exceptional sales and delivery record.

Bruce received his B.S. in Mechanical Engineering from Cleveland State University.

Scott is a Risk Partner within our Washington, D.C. office and the national leader of our Technology Risk practice. With over 20 years of consulting experience, he has served as a trusted advisor to Audit Committees and Boards of Directors of the Fortune 500 to emerging growth companies. Scott has deep knowledge and expertise in operational and technology risk, internal controls, and compliance with IT regulatory standards.

Scott began his career at KPMG with a focus on IT risk management serving several large public companies and federal government agencies. Prior to joining CrossCountry, he also led the IT Audit and Advisory practice for a regional consulting firm specializing in accounting, risk, profitability, and strategy solutions in the Baltimore/ Washington, D.C. area.

Scott received his BBA in Computer Information Systems from James Madison University and holds multiple professional certifications including the CISA, CISM, CRISC, and CRMA.

As a Partner in our Boston Accounting Advisory practice, Jen is focused on building CrossCountry’s expertise and market presence in the biotechnology industry. She works collaboratively with clients at emerging growth companies, helping them prepare for strategic transactions (IPO, M&A etc.) and supports them in the post-transaction environment. Jen has extensive technical accounting experience and helps clients account for complex agreements and transactions, as well as significant experience helping public and venture-backed companies through times of change, including establishing and optimizing processes, training people, and selecting technology. Jen has led teams through IPO’s, carve-outs, and strategic FinOps projects (such as accelerating close timeline, establishing SOX controls, as well as system selection and integration).

Jen has over 15 years of experience leading assurance and advisory teams across various industries. Prior to joining CrossCountry, she was a Senior Manager at Ernst & Young (EY) where she provided assurance services to companies of all sizes across various industries, with a focus on biotechnology. At EY, Jen was responsible for leading audit teams through several IPO’s, spin offs and divestures. She has had extensive involvement with SEC reporting requirements, internal control reporting, and technical accounting and reporting matters.

Jen has both a B.S. and MSA in Accounting from Boston College. She is a CPA registered in Massachusetts.

Amit is a Partner supporting CrossCountry Consulting’s national Accounting Advisory practice. His extensive experience serves the company’s private equity clients and further supports the growth of our technical accounting and financial reporting capabilities. His industry knowledge closely aligns with CrossCountry’s ability to assist clients through the most challenging accounting matters. He has led companies through complex corporate transactions including mergers and acquisitions, divestitures, and IPOs, enabling clients to be prepared and respond to the fast-evolving capital markets landscape.

With more than 20 years of experience across multiple industries, Goel is a trusted advisor with deep technical accounting expertise. Most recently, Goel served as the Chief Accounting Officer at CIRCOR International, Inc. There, he was responsible for the global accounting and financial reporting function, as well as leading the technical accounting, external reporting, and treasury and tax functions. He spent more than 15 years with Ernst & Young (EY), most recently as a Partner in their National Accounting Professional and Assurance practices.

Ryan is a Partner in CrossCountry’s New York office supporting the firm’s national Private Equity practice. With more than 20 years of public accounting and private equity-industry experience across a wide range of industry sectors, he works closely with private equity firms and portfolio companies to deliver best-in-class outcomes tied to business and fund performance. Ryan also works alongside firm leadership to help articulate growth and business development strategies nationwide.

Prior to joining CrossCountry, Ryan was Senior Vice President, Finance, at Transom Capital Group where he partnered with portfolio company executive leadership teams on financial reporting and compliance, cashflow management, execution of strategic initiatives, and delivery of cross-functional operating efficiencies. He began his career at PwC before serving in various executive-level finance and strategic roles at private equity portfolio companies in the United States and United Kingdom.

Ryan has a bachelor’s degree in Accounting from the University of Cape Town and is a registered accountant in the United States, South Africa, England, and Wales.

Spencer is CrossCountry’s Seattle Office Managing Partner, providing leadership to the firm’s West Coast practice. He has over 16 years of experience helping companies resolve complex accounting, financial reporting, and compliance challenges. Spencer assists clients in the technology, biotech and other industries with corporate transactions and with ongoing accounting needs while coordinating CrossCountry’s other service offerings to provide integrated solutions. 

Prior to CrossCountry, Spencer spent more than 13 years at Ernst & Young LLP where he served a broad range of companies, gaining extensive experience in global integrated audits, SOX 404, and resolving complex technical accounting and financial reporting matters. He also served within EY’s Global Exchange Program where he led audits and advisory work for multinational SEC registrants in Brussels, Belgium.

Spencer received a BA in Business Administration and Accounting from Gonzaga University and is a Certified Public Accountant.

Ken is a Partner and CrossCountry’s New York Market Leader. With 30 years of accounting experience, Ken has a proven track record in building accounting advisory practices across numerous service lines and industry verticals. He is responsible for directing our New York market strategy.

Prior to CrossCountry, Ken spent 25 years in Assurance at EY where he helped lead their go-to-market and execution within the Northeast Growth Markets practice. In that role, he was responsible for the oversight of numerous integrated audits of multinational corporations, as well as accounting advisory related to the adoption of new accounting standards, SOX 404 implementations, initial public offerings, mergers and acquisitions, and divestitures.

Ken has an MBA from Columbia Business School and graduated with a BS in Business and Accounting from Fordham University.

Iris is a Partner in CrossCountry Consulting’s Accounting Advisory practice based in the New York office. She has worked extensively in the TMT market since 2003 and has helped numerous companies through complex transactions. Utilizing her deep industry knowledge and expertise across a variety of complex accounting and corporate transaction areas, Iris is responsible for client delivery, strategy, and practice and business development.

With an extensive background in IPOs, SPACs, direct listings, US GAAP, and IFRS, she has more than 20 years of experience in public practice supporting a wide range of industries. Prior to CrossCountry Consulting, Iris served as Partner at Connor Group where she helped to build the firm’s New York Technical Accounting and IPO practice. Prior to that, she worked in PwC’s Entertainment, Media, and Communication group where she worked with both private and public companies managing audits over financial statements and internal controls in a variety of industries including publishing, media, technology, and manufacturing.

Iris graduated with honors from the University of British Columbia with a degree in Commerce (Accounting) and is a Certified Public Accountant (New York) and a Chartered Accountant from Canada.

Ryan is a Partner in CrossCountry Consulting’s national Private Equity practice based in the firm’s Boston office. He has over 20 years of experience providing financial, strategic and accounting advisory support to private equity and corporate clients across a wide range of industry sectors; including advising clients on over 100 M&A transactions.

Prior to joining CrossCountry in 2019, Ryan was a Director in KPMG’s Deal Advisory Practice while based in London and Boston. Prior to that, Ryan worked at State Street as a Managing Director in their Corporate Strategy and Global Accounting Policy teams. Ryan began his career in KPMG’s Audit Practice in Chicago.

Ryan received a Master’s and Bachelor’s degree in Accounting from the University of Nebraska.

Pavel brings over 14 years of experience in the accounting industry, including in the implementation of new accounting standards (e.g., revenue and leasing), accounting for complex arrangements, and reporting considerations resulting from corporate transactions. His experience spans across a variety of industries with the most recent in the technology, government contracting, and life sciences sectors.

Prior to joining CrossCountry Consulting, Pavel began his career at PwC in the Assurance practice serving a diverse portfolio of public and private clients. There, he served as a Deals Director specializing in Accounting Advisory and Capital Markets Services (CMAAS). Pavel’s understanding of the audit requirement combined with his technical accounting expertise and extensive practical experience provides a perspective that helps his clients to solve complex problems effectively and efficiently.

Pavel is a Certified Public Accountant in Virginia and North Carolina. He received his Bachelors in Accounting and Economics from Belarusian State Economic University in Minsk, Belarus, and a Masters in Accounting from Wake Forest University.

Anita Stemmet is a Partner leading CrossCountry’s South Africa office where she supports and serves the needs of our U.S.-based clients across all of our practice areas, building on the firm’s existing strong operational framework. She has extensive experience in leading teams and assisting clients with corporate transactions and IFRS reporting, and plays an instrumental role in developing an integrated solutions strategy for our clients and building our presence in South Africa.

Anita has over 30 years of experience leading the audits of private and public companies, groups, and local subsidiaries of multinational organizations. She is experienced in stakeholder management and working with members of the Board of Directors and Audit and Risk Committees.

Prior to joining CrossCountry, Anita served as Director and Assurance Partner at PwC for more than 20 years as an auditor and a member of the Africa Partner Admissions Council. Additionally, she was the Ethics Champion of PwC Western Cape, lead the regional Learning & Development group, and was a founding member of the PwC Global Gender Advisory Council (rebranded as the D&I Council).

Anita received her B Accountancy Hons from the University of Stellenbosch, is a member of the South African Institute of Chartered Accountants, and a registered auditor with the Independent Regulatory Board of Auditors.

With over 20 years of experience defining and delivering transformations for a global client base, Cade helps companies transform their Procurement and Supply Chain function. He has extensive experience across the Procurement lifecycle, from category management and strategic sourcing through contract management, supplier management, and operational procurement. Cade has helped numerous Fortune 500 clients reimagine their operating model while implementing leading ERP and cloud technology solutions. As a leader in the Enterprise Cost Improvement practice, his experience defining the procurement digital strategy and future roadmap with emerging technologies, as well as developing future procurement and supply chain target operating models, helps to achieve real, measurable value for CrossCountry’s Business Transformation and Technology Solutions service lines.

Previously, Cade was a Director in PwC’s Digital Procurement and Sourcing team where he co-led the Coupa practice and Procurement Transformation capability. He began his career at Ford Motor Company in the Vehicle Operations, Planning, and Supply Chain functions.

Cade received his Bachelor of Science in Management from Purdue University and was also a member of the varsity tennis team for the Boilermakers.

Bob is a Partner in CrossCountry’s Accounting Advisory practice where he leads the firm’s National Technical Accounting and Financial Reporting function. With his talent for identifying the impact of accounting, regulatory and transformational change on the finance function, including accounting and financial reporting and related systems and processes, Bob is responsible for strategy, client delivery, and practice and business development.

As a prior Global Assurance Partner at a Big Four firm with more than 20 years of experience across multiple industries, Bob is a trusted advisor who works directly with CFOs and CEOs, providing insights to transform finance functions, and navigate complex mergers, acquisitions, divestitures, restructurings, and risk management opportunities across all risk types to enable clients to better prepare and respond to the ever-evolving risk landscape.

Most recently, Bob served as a Partner at Ernst & Young in their Assurance Services practice where he assisted a broad range of companies – from midmarket private to Fortune 100 public. He also served as a member of Ernst & Young’s national Professional Practice Group, which included providing audit teams guidance and training in order to help deliver high-quality audits firmwide and support them through internal and external inspections.

Bob received his BS in Accounting from the Rochester Institute of Technology. He is a Certified Public Accountant in Connecticut, New York, and the Commonwealth of Massachusetts.

Jay Spencer is CrossCountry’s Boston Office Managing Partner. Utilizing his deep industry knowledge and experience across a variety of complex accounting, transaction, internal control, and risk areas, Jay is responsible for client delivery, strategy, and practice and business development.

Jay has over 30 years of experience supporting public and private startups to Fortune 100 companies, across all commercial industries. His extensive involvement with SEC reporting requirements, internal control reporting, and mergers and acquisitions will provide greater support to CFOs, controllers, and their organizations by helping to anticipate and respond to accounting and transaction-related demands. Given current market conditions, his focus on technical accounting, engagement quality, and responsive execution will be invaluable to the Office of the CFO as client needs continue to grow and expand.

Most recently, Jay served as a Partner at Ernst & Young leading high-performing teams in the execution of financial statement audits and audits of internal controls over financial reporting. He also served as a member of Ernst & Young’s national professional practice group, which included coordinating and supporting teams through internal and external inspections. Jay also previously served as Controller at E Ink Corporation, a technology start-up, where he built the initial accounting team, implemented their first enterprise resource planning (ERP) systems, and led drafting of financial aspects of an S-1.

A certified CPA in Massachusetts, Jay has a BS in Business with a concentration in Accounting from Boston College. He currently serves on the Board of Advisors for the Museum of Science.

Tom is a Partner and Head of AI Innovation & Transformation, where he helps organizations drive enterprise-wide change at the intersection of finance, technology, and strategy. With over 20 years of experience, he has led large-scale transformation programs focused on agile ways of working, modernizing finance through digital tools, advancing enterprise performance management (EPM/CPM), and embedding data and analytics into decision-making.

Tom plays an instrumental role in helping CFOs and CIOs design integrated solutions that connect strategy, data, and operations. His work spans creating best-in-class analytics solutions, implementing AI and emerging technologies, strengthening internal controls, and shaping the finance function of the future through digitalization and employee engagement. He has also served sponsor-backed and middle market clients, helping them scale operations and unlock value through digital transformation.

Prior to his current role, Tom spent more than two decades at PwC, where he held multiple leadership positions including U.S. Controller and Digital Transformation Leader. He also served as CFO of the firm’s CFO Assurance practice and was a member of the Enterprise Solution Center’s leadership council. In those roles, he spearheaded efforts to modernize the finance function and influence firmwide operations.

Beyond his client work, Tom has contributed to numerous publications and is a frequent speaker at industry forums, including Gartner CFO and FEI conferences. He has also contributed to Gartner’s Controllership in the Digital Age, serves on Synapse’s board, and remains an active thought leader on the future of finance and digital transformation. He received a degree in Accounting from Westminister College.

Karalee works closely with executives of publicly-traded and non-profit organizations in the areas of risk management, internal audit outsourcing and co-sourcing, process improvement and regulatory compliance, including Sarbanes-Oxley.

Prior to joining CrossCountry Consulting, Karalee served as Vice President of Internal Audit with Strayer Education where she was responsible for overseeing all aspects of internal audit, including regulatory compliance programs that supported institutional, federal and state requirements. Before joining Strayer Education, Karalee was the Vice President of Internal Audit for The Mills Corporation where she established and developed the internal audit function, implemented the Sarbanes-Oxley program, and worked with senior management to implement an enterprise-wide risk assessment process. Karalee began her career in the consulting industry working for Arthur Andersen.

Karalee holds a Bachelor of Accountancy from The George Washington University. She is a Certified Public Accountant and Certified Internal Auditor.

Roderick leads CrossCountry’s Corporate Strategy function and serves as a Partner in the firm’s Private Equity practice.

In his Corporate Strategy role, Roderick works with CrossCountry leadership to develop and implement strategies that drive growth, including long-term strategic planning and corporate development.

Roderick is also a Partner in the firm’s national Private Equity practice where he provides financial, strategic, and accounting advisory support to private equity firms and their portfolio companies across a wide range of industry sectors.

Roderick began his career at Arthur Andersen as a member of the firm’s Audit practice. In 2011, Roderick joined Erik Linn, Dave Kay, and Neil Smith to start CrossCountry.

Roderick received his BS in Business Administration and Accounting from Washington & Lee University and his MBA from the Tuck School of Business at Dartmouth. He is a Certified Public Accountant.

Chris Clapp leads CrossCountry’s national Private Equity practice where he is responsible for the overall strategy, practice development, business development, and client delivery to the firm’s private equity accounts. In this role, Chris serves as a trusted business partner to leading private equity firms, family offices, and venture capital firms to empower value creation within their portfolios by executing in accordance with their investment thesis. Chris has extensive experience driving operational improvements at portfolio companies as well as executing strategic transactions, including IPOs, M&A, carve-outs, and divestitures.

Prior to joining CrossCountry, Chris was a Managing Director at MorganFranklin Consulting where he founded and led the Private Equity Services practice and served as the Northeast Market and IPO Readiness Services Line leader. Chris started his career in the Audit and Transaction Services practices of PricewaterhouseCoopers.

Chris received his BBA and Masters in Accounting from James Madison University and is a Certified Public Accountant.

Kati leads our Transaction Advisory Solutions with over 30 years of advisory and accounting experience working with private and public companies through mergers and acquisitions, divestitures including spin-offs, and initial public offerings. Her experience is vast including technical accounting and financial reporting, risks and internal controls, and operational readiness. Her clients range from emerging growth companies to Fortune 100 public companies. She works with executive management and boards providing strategies and transactional guidance regarding transformational initiatives.

Prior to joining CrossCountry, Kati was an assurance partner at Ernst & Young and was a member of Ernst & Young’s Global Real Estate, Hospitality & Construction sector team. She spent over 20 years in the Big Four executing financial statement audits and audits of internal controls over financial reporting; leading technical accounting matters and implementation of new accounting standards; and SEC and other regulatory compliance requirements.

She has served as a Board Director and Audit Committee Chair of a public company (NYSE) and additionally serves on several non-profit organizations. Kati is as an advisor and adjunct professor at the Catholic University of America School of Business. She received her BA and Master’s in Accounting from the Catholic University of America and is a Certified Public Accountant.

Harpreet has over 15 years of experience in managing global, complex and large scale finance system implementations. He has been supporting Fortune 500 clients in managing their complex global implementations. Recently Harpreet has been managing the implementations for cloud based finance applications like Workday/Coupa for clients. He brings a great blend of business process and technical expertise to support his clients.

Prior to joining CrossCountry Consulting, Harpreet was the CEO of H2BSYSTEMS where he was a trusted advisor on global ERP Implementations. Prior to that he was a Senior Manager in the consulting division at MorganFranklin, where delivered solutions aligned to ERP (Oracle Financials) implementations and support. Harpreet has participated in and also delivered many presentations at product conferences over the years. He started his career at BT managing Finance systems implementations and support.

Harpreet received his Bachelor’s degree in Finance and Management of Information Systems from George Mason University.

Keith is a Partner leading CrossCountry Consulting’s National Transformation and Technology Enablement practices, including Strategic Alliances with Sage Intacct, OneStream, Coupa, and NetSuite. Responsible for driving holistic integrated solutions across the Offices of the CFO and CIO, private equity, and other corporate functional leaders, he guides service delivery, commercial operations, and firmwide excellence. With nearly 30 years of experience within professional services and industry roles, Keith has managed and executed complex accounting processes and functions and driven large-scale finance transformation initiatives that create bottom-line value to the CFO organization. This work has included generating and delivering a strategic finance roadmap to optimize processes, identify and implement an appropriate technology stack, and maximize the return on enterprise transformation.   

Keith began his career at Arthur Andersen in the assurance practice. In 1999, he left audit to enhance his client service skills by joining Capital Advisory Services, LLC, founded by Erik Linn. Keith then spent 15 years in the financial services industry serving in senior corporate finance roles, including Business Unit Controller at Freddie Mac, SVP and Head of Accounting Operations at State Street Corporation, and SVP and Corporate Controller of Santander Bank N.A. He returned to professional services at CrossCountry Consulting in 2016 by opening the Boston office. 

Keith graduated from William & Mary with a BBA in Accounting and has a Masters degree in Finance from Boston College. He currently serves on the Board of Directors of Junior Achievement of Northern New England. 

Shawn Degnan leads Cross Country Consulting’s National Accounting Advisory practice and the Washington, D.C. Office, where he is responsible for the overall strategy, client delivery and people, as well as practice and business development. In this role, Shawn guides service delivery for private and public companies, ranging from growth-oriented venture capital and private equity backed businesses to Fortune 500 companies. He brings more than 20 years of experience advising clients on complex technical accounting issues and strategic transactions, including initial public offerings, mergers and acquisitions, carve-outs, and spinoffs.

Prior to joining Cross Country, Shawn spent nine years at MorganFranklin Consulting as Managing Director and Commercial Market Leader guiding all aspects of the firm’s commercial practice. He spent the first 12 years of his career with EY in its Global Capital Markets and Assurance practices leading delivery of both audit and advisory engagements for large, global SEC registrants and private companies.

Shawn received his BS in Accounting, Finance and Internal Audit from the State University of New York at Buffalo.

As the firm’s consulting practice leader, Neil is responsible for leading the teams that develop and deliver advisory services and technology solutions to CrossCountry’s clients. He has over twenty years of experience assisting clients with optimizing operations, finance, and accounting functions and leading organizations through complex change initiatives. Neil continues to serve as an advisor to executive-level clients at Fortune 500 and emerging growth organizations across multiple industries.

Neil started his career at Arthur Andersen in the Business Consulting practice, where his primary focus was finance function improvement. Neil also worked as a consultant for BearingPoint, where he continued to develop his focus in performance improvement. In 2003, he left BearingPoint to join Capital Advisory Services, LLC (“CapAdvisory”). After the acquisition of CapAdvisory by Navigant Consulting, Neil joined Freddie Mac as a Business Projects Director in the Finance division. He left Freddie Mac in 2006 to return to consulting and helped found CrossCountry Consulting in 2011.

Neil received his BA in English from The George Washington University. He currently serves as the Treasurer and member of the Executive Committee for Junior Achievement of Greater Washington.

Sean is a Partner in CrossCountry’s Washington, D.C. office where he co-leads the firm’s Asset Management practice and Human Capital Transformation offerings. He has over 20 years of experience serving in senior operational and client service leadership roles, developing and executing successful strategies, leading organization-wide process innovation, building teams, managing large projects, and collaborating with other executives.

Prior to joining CrossCountry, he served as the Chief Operating Officer of a top 100 professional services firm. In that role, he was responsible for leading the firm’s human resources, finance, marketing, risk management, real estate, and administration. He oversaw firm-wide projects, including mergers and acquisitions, process improvement for financial and operational processes, and real estate changes. Prior to that experience, Sean worked in the Washington, D.C. offices of PwC and then in the risk advisory practice of Baker Tilly.

Sean received an MA in Organizational Management from The George Washington University and a BA from Boston College. In addition, Sean holds a PMP certification. He serves on the Associate Leadership Council of Junior Achievement of Greater Washington.

Alan is a Partner leading our Business Transformation practice in New York focusing on Financial Services, Fintech and Commercial industries. He has over 15 years of experience working with companies across these industries on complex transformation projects, including numerous projects around the transformation of the Office of the CFO within organizations. These projects include Close Optimization, Technology Strategy, FP&A/ERP tool selection and implementation, and process improvements through the use of Automation and Analytics. Additionally, Alan has led several IPO Readiness engagements focusing on companies’ readiness to operate as a public company through a people, process and technology lens. Previously, he also led transformation programs at Financial Services clients in areas including AML/KYC, Payment Remittance, Credit Risk Reporting and Front Office support.

Prior to joining CrossCountry, Alan spent five years in the Audit Practice at KPMG in Ireland, working on large publicly traded clients in the Consumer and Industrial Markets.

Alan received his BA in Economics from University College Dublin. He is also a Chartered Accountant and CAMS certified. Alan also sits on the Executive Board of Chartered Accountants Worldwide Network USA. 

Jill is a Partner and CrossCountry’s National Risk Advisory practice leader. She has over 20 years of experience in internal audit, Sarbanes-Oxley (SOX), enterprise risk management, internal controls, and organizational change management. Jill specializes in helping organizations solve their most complex risk and internal controls challenges. She leads our efforts to ensure our Risk team is Future Ready to drive risk transformation for our clients.

Jill began her career at ExxonMobil in Internal Audit. In 2004, Jill left ExxonMobil to begin her consulting career and further developed her expertise with both Navigant Consulting and MorganFranklin Corporation. She specialized in assisting organizations implement internal audit and SOX compliance programs, including ongoing controls optimization, automation, and remediation. Jill has spent much of her career providing services to Financial Services clients, with a focus in the secondary mortgage market. Her industry experience has also included energy, biomedical, telecommunications, non-profit, insurance and manufacturing industries.

Jill received her B.S. in Accounting from the University of Florida.

Keith has significant experience working with clients and executives in the Financial Services industry to design and implement finance and operational process transformations. Keith works with clients to interpret organizational change through target operating model development and respond to regulatory mandates by re-designing regulatory reporting processes and implementing effective data governance standards.

Keith began his career in PricewaterhouseCoopers’ (“PwC”) Washington Consulting Practice, assisting Federal Agencies like the Department of Justice and Small Business Administration with CFO Act Compliance. Keith left PwC in 2003 to join Capital Advisory Services, LLC (“CapAdvisory”) with Mr. Linn. After the acquisition of CapAdvisory by Navigant, Keith continued his work with Navigant’s Financial Services practice, assisting clients ranging in size from Fortune 50 to Venture-backed start-ups. Keith left Navigant in 2009 to serve as a Director of Planning and Strategy in Freddie Mac’s Single Family business unit. Keith joined CrossCountry Consulting in 2011.

Keith holds a BA from Hamilton College in Government and English Literature.

Bruce is a Partner in CrossCountry’s New York office where he leads the firm’s Asset Management practice. He has significant experience assisting companies across all of CrossCountry’s service lines including: Business Transformation, Accounting Advisory, Risk and Technology.

Bruce’s consulting trajectory began with KPMG Consulting/BearingPoint where he worked in the eCommerce and Real Estate practices before ultimately serving as a Senior Manager in the Lending and Leasing team. Following BearingPoint, Bruce led the New York Financial Services Practice for Navigant Consulting and then the Commercial Banking practice for Capco before reuniting with former colleagues at CrossCountry.

Bruce began his career in the IT area of AT&T Bell Laboratories and Merrill Lynch. He has a BS in Computer Science from Queens College and an MS in Computer Science from Columbia University.