Manager - Financial Due Diligence - Private Equity Advisory at CrossCountry Consulting | CA, US | Rezi

Manager - Financial Due Diligence - Private Equity Advisory at CrossCountry Consulting

Manager - Financial Due Diligence - Private Equity Advisory

CrossCountry Consulting · CA, US

2 weeks ago

Manager - Financial Due Diligence - Private Equity Advisory

CrossCountry Consulting · CA, US

18 days ago
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About the Role

Join our rapidly growing Financial Due Diligence practice as a trusted partner, serving clients on complex M&A transactions. You will provide critical insights into financial performance and risks, working with private equity firms, corporate acquirers, and lenders to deliver high-quality analyses that drive informed decision-making.

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.

Skills

  • Financial Due Diligence
  • Quality of Earnings
  • Working Capital Analysis
  • Cash Flow Analysis
  • GAAP
  • Financial Statement Analysis
  • Microsoft Excel
  • Microsoft PowerPoint
  • Power BI
  • Alteryx
  • AI Tools
  • Collaboration
  • Communication
  • Organization
  • Analytical Skills

Location

  • San Francisco, CA

Work Type

  • Hybrid
  • Onsite

Experience Level

  • 4+ years of professional experience

Education Level

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

Salary/Compensations

  • $140-170k base per year
  • Significant billable and performance bonus in addition to base pay

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

About the Company

  • An advisory firm grounded in Core Values, dedicated to creating a positive experience for clients and people.
  • Core Values include collaboration, enthusiasm, generosity, and perseverance.
  • Advisory solutions span accounting and risk, technology-enabled transformation, and transactions.
  • Awarded Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.
  • Unique culture focused on collaboration and employee growth.

Equal Opportunity

  • Provides equal employment opportunities (EEO) to all employees and applicants for employment.
  • Believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
  • 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.
  • Complies with pay transparency and labor laws applicable to all terms and conditions of employment.