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CrossCountry Consulting · 2 weeks ago

Associate Director - Private Equity Advisory (Transactions)

United States

Full-time

Remote

Senior Level, Lead/Staff

9+ years exp

CrossCountry Consulting is a rapidly growing firm in the Private Equity sector, seeking an Associate Director to serve as a trusted partner to Private Equity clients. The role involves leading strategic finance, transaction, and accounting projects to drive operational changes and deliver tailored solutions for clients.

AccountingConsultingFinanceRisk Management

Growth Opportunities

Responsibilities

Lead and oversee the development of KPI dashboards for PE Sponsor and management reporting

Guide clients or junior team members in developing a robust 13-week cash flow model

Guide clients or junior team members in preparing budgets and forecasts with detailed assumptions and levers

Lead and oversee the development of 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 Senior interim FP&A roles with a focus on process development

Serve as a trusted advisor to the CFO and the PE deal team with respect to buy-side and sell-side transactions planning and execution

Lead bespoke financial due diligence combined with office of the CFO diligence and recommendations for post close improvements

Lead or guide management in planning and executing post-closing M&A integration support

Guide management in conducting post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement

Guide junior team members in preparing closing statement for new acquisitions

Support technical accounting team in preparing opening balance sheets for acquisitions in accordance with US GAAP

Lead strategic exit readiness assessments and work with management/PE team to prepare a roadmap for successful exit

Guide management in creating financial reporting, models and KPI reporting necessary to withstand the rigors of diligence

Guide the overall deal process; liaise with PE sponsor, lawyers, investment bankers and management to ensure deal success and adherence to timelines

Lead or support the development of carve out financials for potential divestitures

Lead carve out execution and TSA support

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

Qualification

Private Equity experienceFinancial due diligenceM&A integration supportAccounting policy adoptionCPACA certificationKPI dashboard developmentCash flow modelingBudgetingForecastingClient relationship buildingAI tools explorationMentoring team membersContinuous learning mindset

Required

9+ 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:

9+ 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

9+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders

9+ 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

Consistent success in building and developing strong client relationships

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