Director - Financial Due Diligence - Private Equity Advisory
Location
New York, NY
Work mode
hybrid
Type
full-time
Department
Financial Due Diligence, FD-Financial Due Diligence
Last seen
1d ago
By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. You will 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. As a Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team.
This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making.
What You’ll Do:
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Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives
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Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation‑ready, and tailored to the buyer or seller context
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Serve as the primary senior point of contact for clients and deal teams, leading high‑visibility meetings, negotiation discussions, and executive‑level readouts with CFOs, Controllers, Partners, and Private Equity sponsors
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Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board‑level audiences
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Lead financial due diligence for buy‑side and sell‑side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics
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Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members
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Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure
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Manage day‑to‑day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics
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Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms
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Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high‑risk issues as appropriate
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Enhance Manager‑level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision‑making
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Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects
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Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships
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Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development
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Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time
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Support the implementation of firm‑approved, technology‑enabled and AI‑supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policies
What You’ll Bring:
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8+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm
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Minimum of 6+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy‑side and sell‑side engagements
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Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt
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Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams
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Strong technical accounting background with deep knowledge of GAAP and financial statement analysis
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Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client‑ready presentations
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Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights
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Track record of managing multiple concurrent engagements in a fast‑paced, transaction‑driven environment
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Experience mentoring and developing junior team members and contributing to team performance and engagement quality
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Demonstrated comfort responsibly adopting firm‑approved AI and technology‑enabled tools to enhance productivity, quality, and efficiency
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Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high‑risk issues appropriately
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Ability to work effectively in a hybrid work environment, with flexibility for in‑person collaboration as business needs dictate