Manager, Financial Due Diligence

The RDI Group; Chicago (IL); Hybrid; USD 100,000 - 130,000; Full time

Job summary

The RDI Group is seeking a Financial Due Diligence Manager to lead financial due diligence engagements in healthcare transactions. The role involves managing day-to-day operations, mentoring team members, and maintaining client relationships.

With a hybrid schedule in Downtown Chicago, the successful candidate will leverage their expertise in M&A, along with strong analytical and communication skills, to support clients effectively.

Qualifications

• Minimum of 5 years with a Big Four or national consulting firm.
• At least 3 years in M&A or Transaction Advisory Services.
• Healthcare industry experience required.

Responsibilities

• Lead buy-side and sell-side pre-transaction due diligence engagements.
• Manage project timelines and ensure effective communication of findings.
• Act as the primary client contact during engagements.

Skills

Quality of Revenue (QoR) analyses

GAAP knowledge

Financial modeling

Microsoft Excel

Project management

Communication skills

Education

Bachelor’s degree in Accounting

Certified Public Accountant (CPA)

Tools

Microsoft PowerPoint

Job description

Financial Due Diligence Manager

We are seeking a Financial Due Diligence Manager to support the growth of our Transaction Advisory practice. This individual will manage day-to-day due diligence engagements, oversee deliverables, lead and mentor team members, and maintain strong client relationships across a variety of healthcare-focused engagements.

Office Environment: Hybrid schedule. Office located in Downtown Chicago with easy access to public transportation.

Key Responsibilities

Engagement Leadership

Lead buy-side and sell-side pre-transaction financial due diligence engagements for healthcare organizations, health systems, private equity groups, and investment banks.

Oversee day-to-day engagement execution, ensuring accuracy, timely delivery, and effective communication of findings.

Manage project timelines, internal coordination, and status reporting to keep all work streams aligned and progressing.

Client Communication & Relationship Management

Act as the primary client contact throughout each engagement, clearly presenting analyses, conclusions, and recommendations.

Maintain strong client relationships and assist with business development and growth initiatives.

Adapt communication styles to meet the needs of various audiences, from team members to senior leadership.

Team Development & Oversight

Provide coaching, feedback, and mentorship to staff to support their technical growth and career development.

Contribute to training initiatives and serve as a resource for complex or specialized subject areas.

Ensure compliance with engagement protocols, documentation standards, and communication expectations.

Technical & Analytical Expertise

Apply deep knowledge of financial due diligence methodologies across healthcare subsectors.

Lead Quality of Revenue (QoR) analyses and guide the analytical approach for each engagement.

Utilize advanced understanding of GAAP, M&A accounting principles, and transaction advisory best practices.

Operational Excellence

Manage administrative components of engagements, including billing, budgeting, and expense oversight.

Demonstrate professionalism, integrity, and respect in all interactions.

Qualifications

Minimum of 5 years with a Big Four or national consulting firm, including at least 3 years in M&A or Transaction Advisory Services.

Healthcare industry experience required.

Bachelor’s degree in Accounting; active CPA required.

Proven ability to lead and execute Quality of Revenue (QoR) analyses.

Experience building and analyzing complex financial waterfall models (purchase price allocations, distribution waterfalls, proceeds waterfalls).

Strong technical expertise in U.S. GAAP, financial due diligence, and M&A accounting.

Proficient in Microsoft Excel and PowerPoint.

Excellent analytical, organizational, and project management skills, with the ability to thrive in a fast‑paced environment.

Exceptional written and verbal communication abilities.