Director

10-15 years of experience

About the Director Role

Directors at CX play a pivotal role as strategic operators, combining high-level vision with strong execution capabilities to drive client success. These seasoned professionals leverage their extensive experience to lead cross-functional teams, orchestrating complex projects and delivering innovative solutions tailored to each client's unique needs.

As key leaders, Directors not only provide expert guidance in finance and accounting but also serve as trusted advisors, fostering long-term relationships and ensuring the seamless integration of CX's services into clients' operational frameworks.

Interim Roles a CX Director Can Fill

Directors are exceptionally adept and multifaceted professionals capable of filling a wide range of interim roles within client companies. Their comprehensive expertise and adaptability allow them to seamlessly integrate into various finance and accounting positions, providing immediate value and strategic leadership wherever needed. Directors offer a diverse array of skills and experience, as evidenced by the wide range of roles they can fulfill in client engagements:

Interim Finance Director

As an Interim Finance Director, CX professionals lead financial strategy, oversee budgeting and forecasting, and drive financial performance improvements.

Interim Controller

In the role of Interim Controller, Directors manage accounting operations including driving month-end close, ensure regulatory compliance, and optimize financial reporting processes.

Interim Internal Auditor

As interim Internal Auditors, CX professionals assess internal controls, identify risks, and recommend improvements to enhance operational efficiency and compliance.

Interim M&A Specialist

Directors acting as Interim M&A Specialists guide companies through complex mergers and acquisitions, performing due diligence, financial modeling, and post-merger integration planning and oversight.

Interim CFO

Directors who serve as Interim CFOs provide high-level financial leadership, develop strategic financial plans, and guide companies through critical financial decisions and transformations.

Interim CAO

As Interim Chief Accounting Officers, CX professionals oversee all accounting functions, ensure compliance with accounting standards, and drive continuous improvement in financial reporting and controls.

Interim Project Manager

As Interim Project Managers, CX professionals lead cross-functional initiatives, manage timelines and deliverables, and ensure alignment between finance and operational goals. They bring structure to complex projects, mitigate risks, and drive execution from planning through completion.

Likable

CX professionals are skilled problem-solvers, exceptional communicators, and foster collaboration.

Competent

Trust in our team's practical experience and extensive network.

Disciplined

Our success comes from extraordinary drive, diligence, and attention to detail.

Courageous

Place any CX professional into unknown or challenging situations, and they will succeed.

Our Core Values

Competent

Independently perform or own, review, coach all tasks

Act independently and formulate views on issues, perform analyses and produce high-quality deliverables while leveraging other team members.
Able to lead and train junior team and client team members on less complex tasks or capabilities.
Manage own workstreams and projects effectively and efficiently based on client expectations.
Demonstrate appropriate understanding of work product.
Developing project management skills including the ability to develop project plans, manage actions, track risks, etc.

Likeable

Working to find things in common, attention to positives, and commitment to growing the personal brand of others. A willingness to be on the same team or tribe with another

Effective delivery of written or verbal messages.
Prepare, facilitate, and participate in crucial meetings.
Explain objectives when assigning team members work, and ensure assigned work is completed timely.
Build deeper client relationships.
Create positive interactions with client team.
Focus on positive, clear, and concise business communications, both written and verbal. (Excel, Word, PowerPoint, Slack, email, Zoom, etc.)

Disciplined

Strong project management; reliable and organized; hardworking

Clear and concise written deliverables to clients.
Understand your audience and choose appropriate communication style to effectively deliver messages.
Participate in identifying, monitoring, and resolving client issues.
Ensure delegated tasks to others are completed timely and with the expected level of quality.

Courageous

Motivated by new and/or difficult situations; energized by meeting new people and building relationships; confront and overcome obstacles; high emotional intelligence, stays calm in stressful situations, net stress reducer

Represent yourself, team members, and individuals you report to (‘representative behavior’).
Develop multiple new capabilities with enthusiasm.
Balance team objectives with personal objectives.
Start leading difficult conversations.
Understand when to take an active role in escalating issues to client.

Values we live by — every day, every engagement

Likable

CX professionals are skilled problem-solvers, exceptional communicators, and foster collaboration.

Competent

Trust in our team's practical experience and extensive network.

Disciplined

Our success comes from extraordinary drive, diligence, and attention to detail.

Courageous

Place any CX professional into unknown or challenging situations, and they will succeed.

Director

About the Director Role

Interim Roles a CX Director Can Fill

Interim Finance Director

Interim Controller

Interim Internal Auditor

Interim M&A Specialist

Interim CFO

Interim CAO

Interim Project Manager

Likable

Competent

Disciplined

Courageous

Our Core Values

Competent

Likeable

Disciplined

Courageous

Values we live by — every day, every engagement

Likable

Competent

Disciplined

Courageous

Need to bridge gaps on your team? Partner with CX. We can help.

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