Manager - Private Equity Advisory

Join a rapidly growing advisory firm with a focus on private equity, offering tailored solutions in finance, strategy, and accounting to help clients create sustainable value. The role involves working on diverse projects, collaborating with experienced leaders, and contributing beyond client delivery.

Location: United States

Responsibilities

• 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
• 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
• 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

Requirements

• 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.
• 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

• 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
• Wellness reimbursement programs

Additional Information

• 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.
• 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/