Associate Director - Financial Due Diligence - Private Equity Advisory

CrossCountry Consulting LLC; San Francisco (CA); Presencial; USD 170 000 - 230 000; Tempo integral

Resumo da oferta

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

Qualificações

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

Responsabilidades

• 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

Descrição da oferta de emprego

Associate Director - Financial Due Diligence - Private Equity Advisory

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 today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

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 You'll Do:

• 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 judgment 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

What You'll Bring:

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