Financial Due Diligence - Managing Director

CFGI; San Diego (CA); On-site; USD 180,000 - 320,000; Full time

Job summary

CFGI in San Diego seeks a Managing Director to lead and expand our Financial Due Diligence practice within Transaction Advisory Services. You will own strategic client relationships, oversee complex buy-side and sell-side engagements, and drive growth with senior professionals and clients.

You will provide senior technical oversight on US GAAP, deal structuring, and earnings quality, coordinate cross-functional teams, and originate new business while mentoring Directors and Managers.

Qualifications

• 12+ years of professional experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or related finance environment.
• Prior financial due diligence experience leading engagements and evaluating transaction-related financial matters.

Responsibilities

• Serve as executive engagement leader and senior advisor for buy-side and sell-side financial due diligence engagements.
• Advise on transaction-related financial risks, valuation considerations, working capital, debt items, and deal execution.
• Lead client relationships and multidisciplinary teams delivering due diligence, advisory, carve-out, and transaction support services.
• Provide senior technical oversight on U.S. GAAP, transaction accounting issues, and complex deal structures.

Skills

Public accounting

Financial due diligence

U.S. GAAP

Deal execution

Relationship management

Business development

Leadership

Financial analysis

Job description

Transaction Advisory Services: Financial Due Diligence – Managing Director

CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Transaction Advisory Services (TAS) practice and seeking experienced leaders to drive strategic growth while advising private equity firms, strategic buyers, and corporate clients on complex transaction advisory engagements.

We are seeking a Managing Director to help lead and expand our Financial Due Diligence practice. Managing Directors take ownership of strategic client relationships, lead the most complex buy-side and sell-side financial due diligence engagements, originate new business, develop senior professionals, and help shape the continued growth and market position of

CFGI’s Transaction Advisory Services practice.

What you might expect:

• Serve as the executive engagement leader and senior advisor for complex buy-side and sell-side financial due diligence engagements for private equity firms, strategic buyers, lenders, and corporate clients.
• Advise CFOs, private equity sponsors, corporate development teams, investment professionals, and executive leadership on transaction-related financial risks, valuation considerations, quality of earnings, working capital, debt and debt-like items, and deal execution.
• Lead a portfolio of client relationships and multidisciplinary engagement teams delivering financial due diligence, transaction advisory, carve-out, and transaction support services.
• Provide senior technical oversight on U.S. GAAP, transaction accounting issues, financial reporting considerations, and complex deal structures, including reviewing and challenging significant analyses and conclusions.
• Oversee engagement strategy, scoping, quality assurance, staffing, project economics, risk management, and client satisfaction across the client portfolio.
• Originate new business and expand existing client relationships through strategic account management, referral networks, proposal leadership, networking, thought leadership, and market development.
• Partner with leaders across CFGI’s practice areas to identify cross-selling opportunities and deliver integrated solutions throughout the transaction lifecycle.
• Coordinate directly with client executives, investment bankers, legal counsel, lenders, auditors, and third-party advisors on significant transaction matters.
• Help shape practice strategy, market priorities, service offerings, and scalable delivery models that strengthen engagement quality, efficiency, and growth.
• Recruit, mentor, and develop Directors, Senior Managers, Managers, and Consultants while strengthening the practice’s technical capabilities, leadership pipeline, and succession planning.
• Contribute to methodology development, financial analysis tools, automation initiatives, internal training, and thought leadership that advance CFGI’s Transaction Advisory Services capabilities.

What you must have:

• 12+ years of professional experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or a related finance environment.
• Prior financial due diligence experience, including meaningful experience leading financial due diligence engagements and evaluating transaction-related financial matters.

What sets you apart:

• Experience leading complex buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, debt and debt-like items, cash flow, and other transaction analyses.
• Experience serving as a senior relationship owner and trusted advisor to executive leadership, private equity sponsors, and strategic buyers on transaction-related accounting issues, financial risks, valuation considerations, and deal execution.
• Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing directly to revenue growth.
• Experience overseeing a portfolio of engagements, including responsibility for staffing, engagement economics, technical quality, risk management, and client delivery.
• Experience applying U.S. GAAP through transaction advisory, audit engagements, financial reporting, or technical accounting projects.
• Experience reviewing and delivering executive-level due diligence reports, client presentations, and transaction recommendations.