Manager - Private Equity Advisory jobs in United States
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CrossCountry Consulting · 5 months ago

Manager - Private Equity Advisory

CrossCountry Consulting is an advisory firm that focuses on providing solutions in accounting, risk, and technology-enabled transformation. As a Manager in their Private Equity Advisory practice, you will partner with Private Equity clients to deliver tailored solutions and drive operational enhancements across their portfolios.

AccountingConsultingFinanceRisk Management
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Growth Opportunities

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

Qualification

Private Equity experienceFP&A experienceTransaction Advisory ServicesCPA certificationM&A strategyAccounting policy adoptionFinancial due diligenceBudgetingForecastingMentoring team membersProject management

Required

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
Bachelor's degree in accounting or finance
Willingness to travel up to 40%; travel varies based on client preferences

Preferred

CPA or CA certification preferred
Experience working with Private Equity or within a highly acquisitive company
Experience mentoring and developing team members

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

Company

CrossCountry Consulting

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CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.

Funding

Current Stage
Late Stage
Total Funding
$1.5M
2022-12-06Acquired
2021-02-11Series Unknown· $1.5M

Leadership Team

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Erik Linn
Co-Founder and Managing Partner
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Amy M. Seibel
Chief Financial Officer
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Company data provided by crunchbase