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About the Role

Serve as a trusted partner to clients within a rapidly growing Financial Due Diligence practice, bringing first-hand experience and functional knowledge to deliver tailored solutions for complex M&A transactions. This role involves client delivery, team leadership, and business development, providing critical insights into financial performance and risks for private equity firms, corporate acquirers, and lenders.

Responsibilities

• Provide strategic oversight of financial due diligence engagements, challenging assumptions, and identifying risks.
• Own the overall narrative, positioning, and messaging of diligence reports.
• Serve as the primary senior point of contact for clients and deal teams, leading meetings and discussions.
• Take full accountability for final deliverable quality, ensuring reports are concise and commercially focused.
• Lead financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, Net Working Capital, and Net Debt analysis.
• Oversee and manage multiple engagement teams simultaneously, setting priorities and ensuring quality control.
• Lead engagement scoping discussions, defining strategy, risk areas, and timelines.
• Manage day-to-day client relationships and proactively advise on deal strategy and risk mitigation.
• Review SPA/APA documentation and advise clients on financial mechanics.
• Operate with a high degree of independence, making informed technical and accounting judgment calls.
• Enhance Manager-level drafts by sharpening messaging and synthesizing key themes.
• Maintain accountability for engagement economics, including profitability and realization.
• Support business development efforts, including proposal development and pitch participation.
• Train and mentor junior staff and lead internal initiatives related to recruiting and training.
• Leverage data, analytics, and technology effectively to improve quality and turnaround time.
• Support the implementation of firm-approved, technology-enabled and AI-supported approaches within engagements.

Requirements

• 7+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm.
• Minimum of 5+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy-side and sell-side engagements.
• Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt.
• Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams.
• Strong technical accounting background with deep knowledge of GAAP and financial statement analysis.
• Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client-ready presentations.
• Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights.
• Track record of managing multiple concurrent engagements in a fast-paced, transaction-driven environment.
• Experience mentoring and developing junior team members and contributing to team performance and engagement quality.
• Demonstrated comfort responsibly adopting firm-approved AI and technology-enabled tools to enhance productivity, quality, and efficiency.
• Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high-risk issues appropriately.
• Ability to work effectively in a hybrid work environment, with flexibility for in-person collaboration as business needs dictate.

Skills

• Financial Due Diligence
• Quality of Earnings
• Net Working Capital
• Net Debt
• GAAP
• Financial Statement Analysis
• Microsoft Excel
• Microsoft PowerPoint
• Financial Modeling
• Data Analytics
• Power BI
• Alteryx
• AI Tools

Location

• San Francisco, CA

Work Type

• Hybrid

Experience Level

• Associate Director
• 7+ years professional experience
• 5+ years Financial Due Diligence experience

Education Level

• Degree in Accounting, Finance, or Economics
• CPA preferred
• CFA preferred

Salary/Compensations

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

About the Company

• CrossCountry Consulting is a rapidly growing professional services firm.