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.
Mark serves as a Senior Relationship and Growth Advisor at CrossCountry Consulting. Based in the New York office, his focus is on expanding the firm’s portfolio of growth clients in the New York and Boston markets while spearheading a national targeting initiative for growth companies. With broad industry experience and expertise in financial reporting, regulatory and internal controls, M&A and IPO transactions, Mark’s role is pivotal in driving strategic engagements and fostering relationships that align with the firm’s forward-thinking vision.
With an illustrious career spanning over 39 years, Mark previously served as Senior Audit Partner at Deloitte where he excelled in leading IPO and SPAC transactions. Prior to that, he was a member of the Global Deloitte Private Audit & Assurance Leadership team and was the National Managing Partner of Deloitte Private Audit & assurance practice where they focused on serving private clients of all sizes in areas of audit and assurance, tax, consulting, and risk and financial advisory services. Previously, Mark was also the Long Island Office Managing Partner and started and led Deloitte’s NYC emerging growth practice.
Mark holds a BBA in Accounting from Adelphi University and is a Certified Public Accountant. His professional affiliations include memberships in the American Institute of Certified Public Accountants and the New York State Society of CPAs. Beyond his professional achievements, Mark is actively involved in governance roles, serving as a Board of Directors and Audit Committee Member at Yext, an Advisory Board Member of NYU Langone –Winthrop Hospital, and a Member of Adelphi University’s Board of Trustees, Audit Committee and Finance and Investment Committee.
Aric is a Partner in CrossCountry’s Accounting Advisory practice, based in Los Angeles. With over 16 years of experience serving public and private clients in the Technology, Media & Entertainment, and Life Sciences industries, Aric plays a crucial role in driving strategy, innovation, and client success on the West Coast. His focus is on growing CrossCountry’s Accounting Advisory practice and Technical Accounting capabilities nationally, while expanding the firm’s presence throughout California. Aric also serves as the executive sponsor of CrossCountry’s PRIDE employee resource group, helping to foster an inclusive workplace culture.
Prior to CrossCountry, Aric led and grew the San Francisco Office of a boutique Bay Area-based consulting firm as a leader in their Technical Accounting & IPO Services practice. Before that, Aric honed his expertise as an external auditor at EY, where he participated in the firm’s Global Exchange Program in London and Australia, gaining valuable international experience serving some of EY’s largest Technology, Media, and Telecommunications (TMT) clients and transactions.
Aric has deep subject matter expertise in accounting for revenue recognition, leases, and complex financing transactions under both US GAAP and IFRS. He holds a Master of Accountancy from the University of Utah and a Bachelor of Science in Accounting from Brigham Young University. He is a licensed CPA in California.
Jim is a Partner in CrossCountry’s Risk Advisory practice focused on growth with insurance and financial services organizations. With over 30 years of industry and consulting experience in the risk, governance, and internal audit areas of the corporate and professional services industry, he is instrumental in providing guidance to clients to help them solve problems and improve their business. Based in the firm’s Chicago office, Jim leads the local and Midwest market Risk Advisory practice.
Prior to CrossCountry, Jim gained experience through 20 years as a Big 4 advisory professional, 10 years in corporate internal audit, and 5 years in financial statement audit. After his time at Arthur Andersen, he had a distinguished career as Partner at EY in both the U.S. and the U.K. where he focused on large financial services consulting and coordinating services across practices and service lines. Most recently, Jim served as Chief Audit Executive at ManpowerGroup where he built an integrated risk management process for the company.
Jim received his B.S. in Accountancy from Northern Illinois University. He is a CPA and CRM (Certified Risk Manager) and received a certificate from the Harvard Leadership Program.
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.
Brent is a Partner in CrossCountry’s Accounting Advisory practice based in Detroit, Michigan. Brent is responsible for client delivery, strategy, and practice growth within the Detroit market and the Transactions practice nationally, utilizing his deep knowledge of transaction and M&A support across a range of industries, with a focus on diversified industrials.
With over 20 years of public accounting experience, Brent brings vast experience across the transaction lifecycle including sell-side and buy-side work for corporate clients, private equity firms, and private equity portfolio companies. Previously, he spent 20 years at EY in its Strategy and Transactions practice, leading engagements for corporate and private equity clients, primarily focused on complex divestitures.
Brent received his Bachelor of Science in Business, with a double concentration in Finance and Accountancy, from Miami University and is a CPA licensed in Michigan. He is a Board member and Treasurer for the Detroit based non-profit organization, Midnight Golf Program.
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.
Jeff is a Partner in CrossCountry’s national Business Transformation practice where he works toward the convergence of the narratives between the office of the CFO and CIO to optimize business operations using technology and data. Based in the firm’s Washington, D.C. office, he has deep knowledge of the private equity and alternative assets industry, and partners with executives in order to create and deliver technology strategies.
Jeff is an accomplished executive with 23 years of experience demonstrating leadership skills to enable strategic transformation through firm-wide initiatives. Previously, he served over 11 years at The Carlyle Group, most recently as the CTO where he set the IT strategy for the firm to drive segment growth and optimize back-office functionality. Prior to that, Jeff spent over 10 years in Strategy and Operations at Deloitte where he focused on the development of long-term strategic relationships with Finance and IT executives.
Jeff holds a Bachelor of Business Administration in Accounting Information Systems and Computer Science from James Madison University and is also a Certified Public Accountant.
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.
Pooja is a Partner in CrossCountry Consulting’s Coupa practice based out of the Seattle office. She has worked extensively in the Source-to-Pay strategy and technology space since 1999 and has delivered several complex digital procurement transformation projects for large global enterprise clients. Utilizing her deep industry knowledge and expertise, Pooja supports the firm with building their enterprise delivery capabilities in the Coupa practice, as well as focuses on new technology alliances that are complementary to Coupa.
With an extensive background in spend management strategy, cloud implementation sales and delivery, supply chain and network operations, financial operations, and sourcing and procurement operations, Pooja has more than 24 years of experience supporting a wide range of industries. Prior to CrossCountry, she spent two years at PwC building the SAP S/4 procurement and SAP Ariba delivery capabilities. Previously, she spent seven years at Deloitte as a key leader in the Digital Procurement practice.
Pooja graduated from Amravati University with honors, with a Bachelor of Engineering, Electronics and Telecommunications, and received the Future of Technology: Trends, Strategies, and Innovation Opportunities credential from the University of California, Berkeley, Haas School of Business’ Transformational Leadership Program.
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.
John is a Partner in CrossCountry Consulting’s Boston office focused on serving the financial services sector. He leverages deep expertise to guide asset management, insurance and banking institutions in process improvement opportunities related to governance, controls, and finance operations. He is trusted by senior executives and board members for his strategic perspective, keen foresight, and ability to break down complex accounting, tax, and regulatory issues into actionable options.
Previously, John spent 38 years with KPMG in both the Audit and Advisory practices which included working in Hartford, New York City, and Boston. John spent the latter part of his KPMG career serving as lead audit partner for some of KPMG’s largest global asset-management clients. Holding numerous leadership roles, he shaped and retooled offerings that drove firm revenue growth by addressing changing trends and expectations during various financial cycles. He built cohesive client-service teams that spanned multiple countries and cultures, providing comprehensive audit services including internal controls, M&A, and IPO support.
John also serves as an Adjunct Professor at Boston College’s Carroll School of Management and previously served as a Board Member of Capital Workforce Partner for 26 years. John graduated from Boston College with a BS in Accounting and Computer Science. He is a licensed CPA in Massachusetts and Connecticut.
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 a Partner in CrossCountry Consulting’s Accounting Advisory practice based in the Pacific Northwest and provides 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 a Partner in CrossCountry’s Boston office. Utilizing his deep industry knowledge and experience across a variety of complex accounting, transaction, internal control, and risk areas, Jay will be responsible for client delivery, strategy, and practice and business development.
Jay has over 25 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 Alexander is a Partner in CrossCountry’s national Business Transformation practice where he focuses on large enterprise transformation. A highly experienced finance leader skilled in spearheading agile transformation, digitalizing legacy finance processes, and improving operating margins, Tom plays an instrumental role in developing a national, integrated solutions strategy for clients.
Tom has over 20 years of experience creating best-in-class data and analytics solutions for business unit leaders and individuals, implementing artificial intelligence and other technologies, streamlining and automating at scale across accounting and internal controls, and developing the finance function of the future through digitalization and employee engagement.
Prior to joining CrossCountry, Tom held a number of leadership positions throughout his 22-year career at PwC including serving as the firm’s U.S. Controller where he led a successful multi-year effort to transform the finance function. Previously, he was the CFO of the Assurance practice and a member of the Enterprise Solution Center’s leadership council, helping to influence operations for the firm. Tom has also contributed to Gartner’s “Controllership in the Digital Age,” is a Synapse board member, and is an avid public speaker on the journey to digital.
Tom 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.
Cameron Over leads the Cyber & Privacy service line. Cameron has significant experience advising organizations with transforming their cybersecurity and privacy programs. Her team offers a full suite of services to deliver both policy and governance support as well as deep technical cybersecurity Subject Matter Expert (SME) support to industries including financial services (banking, broker dealer, fintech, pre-IPO, M&A), critical infrastructure, technology, healthcare, education, and non-profit, among others.
Cameron has been in the field of information security since the late 90’s. From mid-high school, she was exposed to early network discovery techniques while interning with DoD agencies, and held a Top Secret security clearance for more than 15 years. She grew her career assisting countless agencies with their most pressing security challenges, including specialized skills and expertise in Unix and Linux operating systems, Domain Name Services (DNS), Cross-Domain systems handling highly classified data, and web server and application security.
Cameron now leads a team at CrossCountry comprised of cyber risk management, privacy and data protection, cloud security, security architecture and engineering, and advanced cyber risk, including threat intelligence, threat modeling, and advanced attack emulation. The team has developed a Cyber Fusion Lab, proprietary to the firm, as a highly secure environment with which to conduct assessments, testing, and analysis.
Prior to joining CrossCountry Consulting, Cameron served as a Senior Associate for Booz Allen Hamilton in the Washington DC Metro area. Prior to joining Booz Allen, Cameron was a Unix Security Engineer with Electronic Data Systems (EDS).
Cameron holds a Bachelor of Science in Computer Science from The University of Mary Washington. She is a Certified Information Systems Security Professional (CISSP), and regularly blogs and speaks at events including RSA Conference, Institute of Internal Auditors (IIA), ISC2, Securities Industry and Financial Markets Association (SIFMA), and other events.
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 Agudelo 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.