Director - Financial Due Diligence - Private Equity Advisory
CrossCountry Consulting
By joining our rapidly growing Financial Due Diligence practice, you will serve as a trusted partner to our clients. 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. As a Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry's leadership team.
This role offers the opportunity to work on complex M&A transactions, providing clients with critical insights into financial performance and risks. Projects involve large, complex transactions, high- volume roll-ups, carve-outs, divestitures, and sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders, delivering high-quality analyses that drive informed decision-making. What You'll Do:- Provide strategic oversight of financial due diligence engagements, challenging assumptions, identifying risks early, and ensuring analyses are tightly aligned with valuation drivers and transaction objectives
- Own the overall narrative, positioning, and messaging of diligence reports; ensure conclusions are commercially sharp, negotiation-ready, and tailored to the buyer or seller context
- Serve as the primary senior point of contact for clients and deal teams, leading high-visibility meetings, negotiation discussions, and executive-level readouts with CFOs, Controllers, Partners, and Private Equity sponsors
- Take full accountability for final deliverable quality, ensuring reports are concise, commercially focused, and aligned with client objectives; shape executive summaries and key messages for Investment Committee and Board-level audiences
- Lead financial due diligence for buy-side and sell-side transactions, including Quality of Earnings, Net Working Capital, Net Debt, cash flow analysis, and key financial metrics
- Oversee and manage multiple engagement teams simultaneously, setting priorities, driving efficient execution, ensuring quality control, and developing junior team members
- Lead engagement scoping discussions, defining strategy, risk areas, staffing models, timelines, and scope alignment with transaction complexity and fee structure
- Manage day-to-day client relationships and proactively advise on deal strategy, risk mitigation, and transaction mechanics
- Review SPA / APA documentation and advise clients on financial mechanics related to Net Working Capital, Net Debt, earnouts, and related deal terms
- Operate with a high degree of independence across engagements with limited Partner oversight, making informed technical and accounting judgment calls and escalating complex or high-risk issues as appropriate
- Enhance Manager-level drafts by sharpening messaging, strengthening linkage to deal drivers, and synthesizing key themes into clear, actionable insights for decision-making
- Maintain accountability for engagement economics, including profitability, leverage, realization, and effective resource deployment across a portfolio of projects
- Support business development efforts, including proposal development, pitch participation, and expanding existing client relationships
- Train and mentor junior staff and lead internal initiatives related to recruiting, training, and methodology development
- Leverage data, analytics, and technology effectively; guide teams in the use of Excel, Power BI, Alteryx, and visualization tools to improve quality and turnaround time
- Support the implementation of firm-approved, technology-enabled and AI-supported approaches within engagements and contribute to continuous improvement efforts in alignment with firm policies
- 8+ years of professional experience in audit and/or financial due diligence, preferably within a Big 4 or comparable professional services firm
- Minimum of 6+ years of current Financial Due Diligence (FDD) experience, with direct ownership of buy-side and sell-side engagements
- Proven experience issuing Quality of Earnings reports, with a strong understanding of Adjusted EBITDA, Net Working Capital, and Net Debt
- Demonstrated ability to lead engagements and work directly with senior stakeholders, including CFOs, Controllers, and Private Equity deal teams
- Strong technical accounting background with deep knowledge of GAAP and financial statement analysis
- Advanced proficiency in Microsoft Excel and PowerPoint, including building and reviewing complex financial models and client-ready presentations
- Experience leveraging data and analytics tools (e.g., Power BI, Alteryx) to analyze large data sets and support diligence insights
- Track record of managing multiple concurrent engagements in a fast-paced, transaction-driven environment
- Experience mentoring and developing junior team members and contributing to team performance and engagement quality
- Demonstrated comfort responsibly adopting firm-approved AI and technology-enabled tools to enhance productivity, quality, and efficiency
- Ability to operate with a high degree of independence and sound professional judgment, escalating complex or high-risk issues appropriately
- Ability to work effectively in a hybrid work environment, with flexibility for in-person collaboration as business needs dictate
- Degree in Accounting, Finance, or Economics
- CPA, CFA or advanced degree preferred
$200k
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