Hybrid Manager – Financial Due Diligence, Private Equity Advisory

at CrossCountry Consulting

• Job title: Manager – Financial Due Diligence, Private Equity Advisory
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $140,000 - $170,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Francisco, United States

About the role

• Manager in Financial Due Diligence practice providing tailored solutions on complex M&A transactions. Collaborating with private equity firms and corporate acquirers on financial performance insights.

Responsibilities

• 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

Requirements

• 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
• Degree in Accounting, Finance, or Economics
• CFA or advanced degree preferred

Benefits

• comprehensive healthcare options, including medical, dental, and vision coverage
• flexible spending accounts
• 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs