CrossCountry Consulting

Associate Director - Financial Due Diligence - Private Equity Advisory

CrossCountry Consulting$150K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in audit and/or financial due diligence, ideally at a Big 4 or similar firm
  • 4+ years focused on Financial Due Diligence, managing both buy-side and sell-side projects
  • Experience producing Quality of Earnings reports, plus understanding of Adjusted EBITDA and related metrics
  • Strong technical accounting knowledge, including GAAP and financial statement analysis
  • Proficiency in Excel and PowerPoint for complex modeling and presentations
  • Familiarity with data analytics tools like Power BI and Alteryx for insights extraction
  • Ability to manage multiple engagements under pressure while developing junior talent
  • Comfort with AI tools to improve efficiency and decision-making

Responsibilities

  • Oversee financial due diligence projects, ensuring alignment with valuation and transaction objectives
  • Create and fine-tune detailed reports that are negotiation-ready and context-specific
  • Act as senior client contact during high-stakes meetings and discussions
  • Ensure all deliverables are clear, focused, and meet high-quality standards
  • Lead due diligence for complex transaction types, conducting detailed financial analyses
  • Manage multiple teams effectively, prioritizing tasks and maintaining quality
  • Define engagement strategies, including risks and staffing, tailored to each transaction's complexity
  • Advise on day-to-day deal strategies and relationship management, enhancing client interactions
  • Review documentation to clarify financial mechanics and deal terms
  • Operate autonomously, making key judgments while escalating critical issues as needed
  • Refine junior drafts for clarity and impactful insights for strategic decisions
  • Maintain financial accountability for engagements, optimizing resource use
  • Contribute to business development and lead training for junior staff

Benefits

  • Opportunity to lead and shape high-profile financial due diligence projects
  • Exposure to a diverse range of clients including PE firms and corporate acquirers
  • Professional development through mentoring juniors and internal initiatives
  • Access to cutting-edge technologies and analytics tools
  • Dynamic work environment with a mix of flexibility for remote and in-person collaboration
Full Job Description
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 an Associate Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

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:

  • 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
  • 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
  • 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
  • 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
  • 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
  • Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members
  • Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure
  • Manage day-to-day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics
  • Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms
  • 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
  • Enhance Manager-level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision-making
  • Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects
  • Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships
  • Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development
  • 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
  • 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:

  • 6+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm
  • Minimum of 4+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy-side and sell-side engagements
  • Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt
  • Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams
  • Strong technical accounting background with deep knowledge of GAAP and financial statement analysis
  • Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client-ready presentations
  • Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights
  • Track record of managing multiple concurrent engagements in a fast-paced, transaction-driven environment
  • Experience mentoring and developing junior team members and contributing to team performance and engagement quality
  • Demonstrated comfort responsibly adopting firm-approved AI and technology-enabled tools to enhance productivity, quality, and efficiency
  • Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high-risk issues appropriately
  • Ability to work effectively in a hybrid work environment, with flexibility for in-person collaboration as business needs dictate

Qualifications:
  • Degree in Accounting, Finance, or Economics
  • CPA, CFA or advanced degree preferred


About CrossCountry Consulting

CrossCountry Consulting is a management consulting firm that provides advisory services to clients in various industries, including financial services, healthcare, and technology. The company was founded in 2011 by Dave Kay and Evan Farren. CrossCountry Consulting offers a range of services, including finance transformation, risk and compliance, and technology solutions. The company is headquartered in Arlington, Virginia.
Learn more about CrossCountry Consulting
Size
500 employees
Industry
Founded
2011
5 Year Trend
+50%
Revenue
$50 million

Similar Jobs

More Jobs at CrossCountry Consulting

More Finance & Insurance Jobs

Find similar Associate Director - Financial Due Diligence - Private Equity Advisory jobs: