Senior FDD Analytics & Insights Consultant

CrossCountry Consulting LLC; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Healthcare

401(k) matching

Parental leave

Technology stipends

Wellness reimbursement

Job summary

CrossCountry Consulting LLC is seeking an experienced professional to execute financial due diligence and transaction analytics across buy-side and sell-side engagements. You will analyze large datasets, build models, and deliver insights via Power BI, Tableau, and SQL to support deal decisions.

The role involves collaboration with tax, legal, IT, and operations teams, plus coaching junior staff. Occasional travel up to 30% may be required as client needs dictate.

Qualifications

• 3–5 years of experience in financial due diligence, transaction analytics, public accounting, audit, or a related financial services or advisory role.
• Working knowledge of quality of earnings, net working capital, and EBITDA analysis in an M&A or transaction context.
• Proficiency with analytics and data visualization tools, including: Power BI, Tableau, Alteryx, SQL, Python, R, or advanced Excel (SUMIFS, INDEX/MATCH, Power Query, etc.).
• Strong analytical and problem-solving skills, with the ability to work through ambiguous data environments under tight timelines.
• Experience collaborating within project teams and managing individual workstreams with minimal supervision.
• 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.
• Willingness to travel up to 30%; travel varies based on client preferences.

Responsibilities

• Execute financial and analytical workstreams across buy-side and sell-side FDD engagements, including carve-outs and divestitures, including quality of earnings analysis, net working capital assessments, EBITDA normalization, and cash flow evaluation.
• Analyze large and complex datasets—spanning transactional, operational, and financial records—to identify underlying business performance trends, margin dynamics, revenue quality, and potential deal risks and opportunities.
• Build financial models, data pipelines, and visualization tools (e.g., Power BI, Tableau, Alteryx, Excel,Snowflake, Databricks, SQL) that efficiently surface actionable insights for client deliverables and internal team review.
• Draft and contribute to sections of client-facing reports, executive summaries, presentations, and data books that clearly communicate analytical findings to deal stakeholders.
• Participate in management interviews of target company executives and collaborate with cross-functional workstreams including tax, legal, IT, and operational due diligence teams.
• Apply programming languages and analytics platforms (e.g., SQL, Python, R, Alteryx) to automate data processing and improve the efficiency and scalability of diligence workflows.
• 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.
• Manage project workstreams, coordinate data requests, and ensure deadlines are met across concurrent engagements.
• Provide coaching and guidance to junior team members, contributing to a collaborative and growth-oriented team culture.

Skills

Financial due diligence

Data analysis

Power BI

Tableau

Alteryx

SQL

Python

R

Excel advanced

Education

Bachelor's degree in Accounting, Finance, Data Science, Statistics, Economics, or related field

Tools

Power BI

Tableau

Alteryx

SQL

Snowflake

Databricks

Excel

Job description

CrossCountry Consulting LLC is seeking an experienced professional to execute financial due diligence and transaction analytics across buy-side and sell-side engagements. You will analyze large datasets, build models, and deliver insights via Power BI, Tableau, and SQL to support deal decisions.

The role involves collaboration with tax, legal, IT, and operations teams, plus coaching junior staff. Occasional travel up to 30% may be required as client needs dictate.