CrossCountry Consulting

Manager - Private Equity Advisory

CrossCountry Consulting$120K — $150K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of client-facing experience in public accounting or consulting, specifically in Transaction Advisory, Restructuring, or M&A
  • Experience in a corporate FP&A role, managing a team and reporting to executive leadership
  • Familiarity with portfolio support operations within a Private Equity firm
  • Strong mentorship capabilities in developing junior team members
  • Willingness to embrace and utilize AI technologies for enhanced productivity
  • Bachelor's degree in accounting or finance; CPA or CA preferred
  • Ability to travel up to 40% as needed based on client preferences

Responsibilities

  • Lead the development of KPI dashboards for reporting to PE sponsors and management
  • Manage key finance initiatives and assist in preparing board presentations for portfolio companies
  • Prepare Office of the CFO strategy decks for assessing finance functions in new investments
  • Advise on the adoption of complex accounting policies in portfolio companies
  • Develop financial reports for banks and assist in post-closing M&A integration
  • Create and maintain a rolling 13-week cash model for clients
  • Contribute to AI-enabled solutions for clients while adhering to data protection standards

Benefits

  • Comprehensive healthcare options including medical, dental, and vision coverage
  • Flexible spending accounts
  • 401(k) with company matching
  • Generous parental and maternity leave policies
  • Technology stipends and wellness reimbursement programs
  • Support for professional growth and personal well-being
Full Job Description
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 #LI-MO1 #LI-Remote 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/.

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 Manager - Private Equity Advisory jobs: