Lead Financial Due Diligence for M&A

CFGI; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

CFGI is a dynamic financial consulting firm expanding its Transaction Advisory Services practice. We seek a Manager to lead buy-side and sell-side financial due diligence engagements, mentor consultants, and manage multiple workstreams with senior leadership oversight.

The role emphasizes analyzing earnings quality, cash flow, and working capital, while applying U.S. GAAP principles across engagements for PE firms and strategic buyers.

Qualifications

• 5-8 years of experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or related finance environment.
• Prior financial due diligence experience, including experience performing or supporting financial analysis in connection with buy-side or sell-side transactions.
• Experience applying U.S. GAAP through audit engagements, financial reporting, or transaction advisory projects.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements for private equity firms, corporate acquirers, and strategic investors.
• Analyze target company financial information to assess quality of earnings, quality of assets, working capital, indebtedness, cash flow, and other key transaction metrics.
• Identify historical and projected operating trends, accounting issues, financial risks, and value creation opportunities that may impact transaction structure and valuation.
• Review financial analyses, due diligence workpapers, client-ready reports, and executive presentations.
• Coordinate engagement activities across client management, CFGI engagement teams, and third-party advisors throughout the transaction process.
• Manage multiple concurrent engagements while maintaining quality, budgets, and transaction timelines.
• Mentor Consultants through technical review, coaching, and professional development.
• Participate in proposal development, recruiting, client relationship management, and business development initiatives.

Skills

Financial analysis

Client relationships

Engagement leadership

Team mentoring

Education

Bachelor's degree in Accounting, Finance, or a related field

Tools

Excel

PivotTables

Power Query

Power Pivot

VLOOKUP/XLOOKUP

Job description

CFGI is a dynamic financial consulting firm expanding its Transaction Advisory Services practice. We seek a Manager to lead buy-side and sell-side financial due diligence engagements, mentor consultants, and manage multiple workstreams with senior leadership oversight.

The role emphasizes analyzing earnings quality, cash flow, and working capital, while applying U.S. GAAP principles across engagements for PE firms and strategic buyers.