Private Equity Advisory Manager - AI-Enabled FP&A & M&A

CrossCountry Consulting; United States; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive healthcare options

Flexible spending accounts

Generous parental leave policies

Technology stipends

Wellness reimbursement programs

Job summary

A leading advisory firm in the United States seeks a Manager in Private Equity Advisory to collaborate with clients and their portfolio companies. The role requires over 6 years of experience, with a focus on finance and strategy projects in private equity. Candidates should have a Bachelor's degree in accounting or finance, and a comfort with AI tools. This position offers comprehensive benefits and a collaborative environment for growth.

Qualifications

• 6+ years of experience in a client-facing role at a public accounting firm or equivalent.
• Experience in Transaction Advisory Services, Restructuring, M&A strategy, or similar.
• Comfort with AI tools to enhance productivity and innovation.

Responsibilities

• Serve as a trusted partner to Private Equity clients.
• Lead the development of KPI dashboards.
• Advise on complex accounting policy adoption.

Skills

Client-facing experience

Project management

M&A strategy

Continuous learning mindset

Mentorship and team development

Education

Bachelor's degree in accounting or finance

CPA or CA certification preferred

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.

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
• Strategy Projects:
• 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
• Financial due diligence projects (buy-side / sell-side quality-of-earnings reports)
• 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
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
  
  

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
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• 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
  
  

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 employees and 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.