Associate Director, Financial Due Diligence — PE Advisory

CrossCountry Consulting LLC; San Francisco (CA); On-site; USD 170,000 - 230,000; Full time

Job summary

CrossCountry Consulting LLC is seeking an Associate Director for Financial Due Diligence - Private Equity Advisory to lead complex M&A engagements and deliver strategic financial insights. You will manage client relationships, oversee engagement teams, and drive the delivery of high-quality analyses to support transaction decisions.

The role focuses on Quality of Earnings, net working capital, net debt, and cash flow analysis, while shaping executive-level messages and ensuring alignment with

Qualifications

• 7+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm.

Responsibilities

• Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives
• Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation-ready, and tailored to the buyer or seller context
• Serve as the primary senior point of contact for clients and deal teams, leading high-visibility meetings, negotiation discussions, and executive-level readouts with CFOs, Controllers, Partners, and Private Equity sponsors
• Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board-level audiences
• Lead financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics
• Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members
• Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure
• Manage day-to-day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics
• Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms
• Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgement calls and escalating complex or high-risk issues as appropriate
• Enhance Manager-level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision-making
• Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects
• Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships
• Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development
• Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time
• Support the implementation of firm-approved, technology-enabled and AI-supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policies

Job description

CrossCountry Consulting LLC is seeking an Associate Director for Financial Due Diligence - Private Equity Advisory to lead complex M&A engagements and deliver strategic financial insights. You will manage client relationships, oversee engagement teams, and drive the delivery of high-quality analyses to support transaction decisions.

The role focuses on Quality of Earnings, net working capital, net debt, and cash flow analysis, while shaping executive-level messages and ensuring alignment with