Manager - Private Equity Advisory

Cross Country Consulting; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

A rapidly growing advisory firm seeks a Private Equity advisor to work on finance and strategy projects. The ideal candidate will have substantial experience in public accounting or consulting and a Bachelor's degree in accounting or finance. This role emphasizes teamwork and mentorship, aiming for operational enhancements in portfolio management.

Benefits

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave policies

Technology stipends

Wellness reimbursement programs

Qualifications

• 6+ years of experience in a client-facing role in public accounting or consulting.
• Experience in FP&A, M&A, or portfolio operations.
• Experience in mentoring and developing team members.

Responsibilities

• Lead finance projects including KPI dashboard development and budget preparation.
• Advise on complex accounting policy adoption and participate in M&A integration.
• Serve in interim roles with a focus on process development.

Skills

Team Management

Project Management

Financial Analysis

M&A Strategy

Education

Bachelor's degree in accounting or finance

CPA or CA certification

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here .

By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You’ll 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. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

What You’ll Do:

• In this role, you’ll have the opportunity to work on a variety of projects that will typically fall into one of 3 main categories: Finance Projects, Strategy Projects, and Accounting Projects. Here are a few examples:
• Finance Projects:
• Lead the development of KPI dashboards for PE Sponsor and management reporting
• Develop, maintain, and assist clients in transitioning to a rolling 13-week cash model
• Prepare budgets and forecasts with detailed assumptions and levers
• Develop reporting packages to be submitted to banks on a monthly / quarterly basis
• Act as a project manager for key finance initiatives using PMO tools
• Assist executive leadership of portfolio companies in preparing board presentations
• Serve in Interim FP&A roles with a focus on process development
• Prepare Office of the CFO (“OCFO”) strategy decks assessing people, processes, and technology within the finance function for new platform investments
• Make recommendations to help the OCFO achieve the desired operating model
• Develop carve out financials for potential divestitures
• Participate in post-closing M&A integration support and planning
• Accounting Projects:
• Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
• Prepare closing statement for new acquisitions
• Participate in post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
• Develop opening balance sheets for acquisitions in accordance with US GAAP
• Serve in Interim Controller roles with a focus on process development

What You'll Bring:

• 6+ years of experience working in a client-facing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, and/or FP&A, etc. or one of the following:
• 6+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO), with exposure to M&A transactions
• 6+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders
• 6+ years of experience working in portfolio support/operations at a Private Equity firm
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• Experience working with Private Equity or within a highly acquisitive company
• Experience mentoring and developing team members
• Willingness to travel up to 40%; travel varies based on client preferences

#LI-MO1

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ .

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.