Lead automation projects focusing on process optimization, implement workflows using tools like Alteryx and Python, mentor team members, and develop client relationships.
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Business Transformation(DT&A) practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
What You'll Do:
- Lead and support a wide range of automation projects focused on process optimization, intelligent automation, and scalable data solutions.
- Design and implement rule-based and intelligent automation workflows using tools such as Alteryx, Python, and optionally Make or n8n.
- Collaborate with finance and accounting teams to automate workflows such as journal entry creation, data transformation, and reporting.
- Apply business rules and logic to automate manual Excel-based processes and deliver production-ready outputs (e.g., CSV, Excel, text files).
- Contribute to the evolution of automation maturity from rules-based logic to intelligent automation and AI agent frameworks.
- Support the development and deployment of AI/ML models for forecasting, classification, and decision support.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
- Oversee project administration activities, including setup, planning, budgeting, account management, and billing.
- Mentor team members through coaching, regular feedback, and performance reviews, while supporting project teams in resolving complex issues.
- Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs and identifies opportunities for new business.
- Play an active role in attracting, interviewing, hiring, and retaining top talent.
What You'll Bring:
- 4–8 years of prior experience in professional services (public accounting, advisory firm, or management consulting firm).
- Strong hands-on experience with Alteryx and Python; familiarity with Make and n8n is a plus.
- Demonstrated experience working with finance teams to automate workflows and deploy solutions in production environments.
- Knowledge of intelligent automation, machine learning operations (MLOps), and AI agent frameworks.
- Experience mentoring and developing junior team members.
- Consistent success in building and developing strong client relationships.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
- Willingness to travel up to 40%; travel varies based on client preferences
#LINB1
#LI-Remote
Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Top Skills
Alteryx
Make
N8N
Python
Similar Jobs
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Design, develop, and maintain identity governance solutions using SailPoint IdentityIQ; troubleshoot IAM issues and improve IAM processes.
Top Skills:
Active DirectoryAzure DevopsBeanshellDatabase TechnologiesJavaLdapPowershellPythonRestSailpoint Identityiq
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The consultant is responsible for developing and managing training programs for new hires, collaborating with business leaders, and improving service delivery through training and coaching.
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Live Chat Disability Customer Advocate is responsible for addressing customer inquiries, resolving issues, and enhancing service satisfaction through effective communication and problem-solving skills.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
