CrossCountry Consulting · 2 weeks ago
Manager - Private Equity Advisory
United States
Full-time
Remote
Mid, Senior Level
6+ years expCrossCountry Consulting is an advisory firm dedicated to creating a positive experience for clients and employees. The Manager in Private Equity Advisory will serve as a trusted partner to Private Equity clients, delivering tailored integrated solutions and managing various finance, strategy, and accounting projects.
AccountingConsultingFinanceRisk Management
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
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
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
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
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
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase