Manager - Financial Due Diligence - Private Equity Advisory
Posted Updated
Description
CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.
By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will 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.
This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making.
What You'll Do:
- Perform financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, as well as the analysis of working capital, cash flows, and key financial metrics
- Review and interpret financial statements under GAAP and other relevant standards
- Develop and present client deliverables, including detailed Excel analyses and PowerPoint presentations summarizing findings
- Work on multiple projects simultaneously, ensuring timely and accurate deliverables
- Collaborate with internal teams and client executives, including CFOs and Controllers, to gather data and communicate insights effectively
- Utilize advanced Excel functions and analytics tools (PowerBI and Alteryx) to synthesize data and identify trends
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
- Mentor junior team members and foster a collaborative, inclusive team environment
What You'll Bring:
- 4+ years of professional experience in audit and/or financial due diligence, preferably within Big 4 or similar firms
- Strong understanding of the financial due diligence process, including past experience issuing quality of earnings reports with a view toward Adjusted EBITDA, NWC, and Net Debt
- Experience working with target company CFOs and Controllers, as well as Private Equity Partners
- Strong understanding of GAAP and financial statement analysis
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI and Alteryx is an advantage
- Excellent analytical, organizational, and communication skills, with the ability to manage competing priorities in a fast-paced environment
- 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
- Ability to work onsite in San Francisco three days per week
Qualifications:
- Degree in Accounting, Finance, or Economics
- CFA or advanced degree preferred
#LI-JS1
#LI-Hybrid $140-170k base
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: .
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.
Skills
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- Why do you want to join CrossCountry Consulting? optional
- Are you legally authorized to work in the United States?
- Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)?
- CrossCountry is currently unable to sponsor new H-1B petitions for this position; however, we can accommodate TN or E-3 visa sponsorship. Does your work authorization or sponsorship requirement fall within those parameters?