Manager Financial Due Diligence Private Equity Advisory
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Job Location:
San Francisco, CA - USA
Monthly Salary:
$ 140 - 170
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
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 todays challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000s Fastest Growing Companies and Glassdoors Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
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 todays 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 Youll 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 Youll 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
For applicants located in San Francisco CA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills experience education licenses certifications business needs and internal equity. An estimate of the current range is $140-170k base per year. Significant billable and performance bonus in addition to base pay
#LI-KM1
#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: Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employeesand 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Manager
About Company
Learn More With integrated solutions for the office of the CFO, private equity sponsors, and other corporate leaders, we partner with you to solve today’s…
