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Manager - Private Equity Advisory (Transactions)

CrossCountry ConsultingUnited, WV, US

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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 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. 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 sponsors are increasingly focused on value creation, better acquisition integration and thorough preparation ahead of exit events. CrossCountry’s Private Equity practice is uniquely positioned to guide CFO-s as they build a scalable accounting and finance function, support corporate development teams with inorganic growth strategies and help management navigate complex carve-out or sale processes.

We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios and realize superior value upon exit.

What You'll Do :

In this role, you will have the opportunity to work on a variety of projects which typically fall into one of three categories : Strategic Finance Projects, Transaction Projects, and Accounting Projects . Here are a few examples :
Strategic Finance Projects :
Support 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
Transaction Projects :
Buy side projects
Bespoke financial due diligence combined with office of the CFO diligence and recommendations for post close improvements.
Post-closing M&A integration support and planning
Participate in post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
Prepare closing statement for new acquisitions
Develop opening balance sheets for acquisitions in accordance with US GAAP
Sell side projects
Assist in performing exit readiness assessments and preparing a roadmap for successful exit
Support management in creating financial reporting, models and KPI reporting necessary to withstand the rigors of diligence.
Provide deal PMO support; liaise with PE sponsor, lawyers, investment bankers and management to ensure deal success and adherence to timelines.
Develop carve out financials for potential divestitures
Carve out execution and TSA support
Accounting Projects :
Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
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

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

Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Qualifications

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-MO

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Transaction Advisory • United, WV, US