Lead Financial Due Diligence Manager – Buy/Sell

Socket.dev; New York (NY); On-site; USD 140,000 - 180,000; Full time

Job summary

CFGI, a growing financial consulting firm, seeks a Manager to lead financial due diligence engagements for private equity, corporate buyers, and strategic investors in the US. You will oversee day-to-day execution, manage client relationships, and mentor junior staff while aligning deliverables with deal timelines.

In this role you will analyze target financials for quality of earnings, working capital, and cash flow; review diligence workpapers and client-ready reports; coordinate across client

Qualifications

• 5-8 years of experience in public accounting, transaction advisory, consulting, corporate finance, or related finance environment.
• Prior financial due diligence experience, including financial analysis for buy-side or sell-side transactions.
• Advanced Excel modeling and data analysis skills.
• Experience leading engagement teams and managing client relationships.

Responsibilities

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

Skills

Leadership

Client management

Financial analysis

Excel modeling

Mentor teams

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

PowerPoint

Job description

CFGI, a growing financial consulting firm, seeks a Manager to lead financial due diligence engagements for private equity, corporate buyers, and strategic investors in the US. You will oversee day-to-day execution, manage client relationships, and mentor junior staff while aligning deliverables with deal timelines.

In this role you will analyze target financials for quality of earnings, working capital, and cash flow; review diligence workpapers and client-ready reports; coordinate across client