Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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
What You'll Bring:
  • 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
Qualifications:
  • Degree in Accounting, Finance, or Economics
  • CPA, CFA or advanced degree preferred

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.
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Director - Financial Due Diligence - Private Equity Advisory in San Francisco, CA vacancy
  • $200k

     ...Director Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and...  ...(Ets) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and... 
    Employment Equity
    Private
    Odd job
    Part time
    Work at office
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    2 days ago
  • KPMG Careers is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice in San Francisco. This role focuses on managing...  ...diligence assistance to Fortune 1000 companies and private equity investors. The ideal candidate should have a minimum... 
    Employment Equity
    Private
    Work experience placement

    KPMG Careers

    San Francisco, CA
    12 hours ago
  • $140k - $170k

     ...Financial Due Diligence Advisor From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our core values and...  ...sell-side transactions. You will work with private equity firms, corporate acquirers, and lenders,... 
    Employment Equity
    Private
    Flexible hours
    3 days per week

    CrossCountry Consulting

    San Francisco, CA
    4 days ago
  • $160k

    Description Manager - Transaction Advisory/Financial Due Diligence About Alvarez & Marsal Alvarez & Marsal...  ...and other related M&A services for private equity, hedge funds, sovereign wealth,...  ...proactively consult with Managing Directors and senior members of the team as appropriate... 
    Employment Equity
    Private
    Part time
    Work at office
    Flexible hours

    Alvarez & Marsal Deutschland GmbH

    San Francisco, CA
    4 days ago
  •  ...Director, Financial Due Diligence We are the leading provider of professional services to the middle market globally...  ...award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services... 
    Employment Equity
    Private

    RSM

    San Francisco, CA
    6 hours ago
  • $151.2k - $304.2k

     ...RSM. RSM is looking for an experienced Director to join our Financial Due Diligence team within our Deal Services (DS)...  ...-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services... 
    Employment Equity
    Private
    Work experience placement
    Internship
    Local area

    RSM Global

    San Francisco, CA
    4 days ago
  • $151.2k - $304.2k

    Director - Financial Due Diligence page is loaded## Director - Financial Due Diligencelocations: San Franciscotime type:...  ...award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services... 
    Employment Equity
    Private
    Work experience placement
    Internship
    Local area

    Rsm Us Llp.

    San Francisco, CA
    1 day ago
  • Cross Country Consulting is looking for a Director in San Francisco, California. This role requires 8+ years in financial due diligence, focusing on complex M&A transactions. Responsibilities include client management, overseeing due diligence engagements, leading teams... 
    Employment Equity
    Private

    Cross Country Consulting

    San Francisco, CA
    1 day ago
  • $131.01k - $251.97k

     ...The KPMG Advisory practice is at the forefront of transformation, offering excellent...  ...is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice....  ...1000 and middle market companies and private equity investors Manage and coordinate approach... 
    Employment Equity
    Private
    Work experience placement
    H1b
    Local area

    KPMG

    San Francisco, CA
    7 hours ago
  • $100k

     ...Associate Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial,...  ...sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate... 
    Employment Equity
    Private
    Part time
    Work at office
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    12 hours ago
  • $109k - $224k

     ...Director, Transactions Financial Due Diligence FTI Consulting is the leading global expert firm for organizations facing crisis and transformation....  ...top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact... 
    Employment Equity
    Private
    Full time

    FTI Consulting

    San Francisco, CA
    15 hours ago
  • $131.01k - $251.97k

    The KPMG Advisory practice is at the forefront of transformation, offering excellent...  ...is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice. Responsibilities...  ...1000 and middle market companies and private equity investors Manage and coordinate... 
    Employment Equity
    Private
    Work experience placement
    H1b
    Local area

    KPMG Careers

    San Francisco, CA
    12 hours ago
  • Our client, a boutique advisory firm that provides specialized financial and accounting due diligence services related to mergers and acquisitions is looking for a new...  ...their clients, which cover a broad range of private equity funds, private investors, lenders and corporate... 
    Employment Equity
    Private
    Local area

    DeWinter Group

    San Francisco, CA
    3 days ago
  • $151.2k - $304.2k

    Rsm Us Llp. is looking for a Director - Financial Due Diligence to join their team in San Francisco. This...  ...financial due diligence engagements for private equity and corporate clients. Candidates...  ..., particularly in transaction advisory services. The position offers a compensation... 
    Employment Equity

    Rsm Us Llp.

    San Francisco, CA
    1 day ago
  •  ...working with a San Francisco-based private equity firm that is seeking to add a Due Diligence Associate to its investment team...  .... Lead key aspects of financial, legal, tax, and commercial due...  ..., transaction services, or deal advisory at a Big 4 or top-tier accounting... 
    Employment Equity
    Private

    Downtown Boulder Partnership

    San Francisco, CA
    2 days ago
  • $240k - $315k

     ...looking for a Managing Director for our risk & insurance due diligence team in the West Region...  ...'s M&A and Transaction Advisory Solutions practice....  ...delivering M&A services to Private Equity and Corporate clients....  ...collateral, insurance-related financial expense, surety bonds... 
    Employment Equity
    Private
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    3 days per week

    Aon

    San Francisco, CA
    19 hours ago
  • $195.42k - $370.53k

     ...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals...  ...career in Advisory. KPMG is currently seeking a Director, Private Equity IT M&A -Due Diligence and Value Creation to join our KPMG Strategy practice... 
    Employment Equity
    Private
    H1b
    Local area

    KPMG

    San Francisco, CA
    7 hours ago
  • $133.5k - $268.4k

     ...Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant advancement opportunities. We advise private equity firms, family offices, privately held...  ...disciplinary team that focuses on delivering due diligence and tax structuring services, and... 
    Employment Equity
    Private
    Work experience placement
    Internship
    Work at office
    Local area

    RSM

    San Francisco, CA
    1 day ago
  • Adams Street Partners is seeking a Vice President, Primary for their Private Equity team in San Francisco. This role involves leading due diligence, managing relationships with fund managers, and monitoring portfolio investments. Ideal candidates should have 5-8 years... 
    Employment Equity
    Private

    InforCapital, partnership

    San Francisco, CA
    1 day ago
  • $250k - $350k

     ...Tax Managing Director, Transaction Advisory Services The Tax Managing Director...  ...consulting (deal structuring, due diligence, post-deal integration,...  ...to transactions that private equity and strategic corporate entities...  ...reflected in their financial models, and assists clients... 
    Employment Equity
    Private
    Work at office

    BDO USA

    San Francisco, CA
    1 day ago
  • $130k - $160k

    Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) Join one of the fastest growing transaction advisory services practices in the country...  ...Services Senior Manager and Principal/Director to identify and pursue business development opportunities... 
    Work at office
    Immediate start

    BDO USA Experienced Career Site

    San Francisco, CA
    1 day ago
  • Cross Country Consulting is looking for an Associate Director in San Francisco to lead financial due diligence engagements in M&A transactions. You will oversee teams, manage client relationships, and ensure high-quality analyses that support decision-making. The role demands... 

    Cross Country Consulting

    San Francisco, CA
    1 day ago
  • $120.4k - $220.7k

     ...partner with CEOs, Boards, Private Equity and Governments every...  ...with comprehensive diligence, it's the only way to understand...  ...right price. As a Director with the EY-Parthenon – Deals – Financial Diligence – Buy Side...  ...with financial due diligence professionals... 
    Employment Equity
    Private
    Work experience placement
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    San Francisco, CA
    3 days ago
  • A leading AI advisory firm seeks an Associate Principal to drive AI due diligence and support account management. You will engage deeply with organizations to uncover AI disruption and opportunities. Strong analytical skills and AI knowledge are critical for success. This... 
    Employment Equity
    Private

    Fractional AI

    San Francisco, CA
    2 days ago
  • $135k - $240k

     ...leading consulting firm in San Francisco is looking for skilled consultants in their growing Private Equity team. Ideal candidates will have experience in commercial due diligence within industrials and strong problem-solving skills. Responsibilities include executing... 
    Employment Equity
    Private

    Oliver Wyman

    San Francisco, CA
    1 day ago
  • $90k - $145k

    Transaction Advisory Services - Senior Associate Opportunity ID: 9481 Department...  ...Services group, which conducts due diligence and provides support to clients...  ...in buy‑side and sell‑side financial due diligence engagements from both private equity and strategic corporate buyers.... 
    Employment Equity
    Private
    Work at office
    Flexible hours

    CohnReznick

    San Francisco, CA
    1 day ago
  •  ...Technology M&A (Global Advisory) Our client, a...  ...raisings and restructurings, private capital markets, and...  ...Develop comprehensive financial analyses and valuation...  ...-specific and company due diligence Build relationships...  ...corporate clients, private equity firms, and strategic... 
    Employment Equity
    Private
    Work at office
    Immediate start

    Prospect Rock Partners

    San Francisco, CA
    3 days ago
  • $96.8k - $159.6k

     ...Agreement (SPA) Advisory - Senior Associate...  ...with CEOs, Boards, Private Equity and Governments...  ...collaborates with diligence teams to provide...  ...Work closely with due diligence teams...  ...commenting on the financial aspects of the SPA...  ..., Managing Directors, and Senior Directors... 
    Employment Equity
    Private
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    Ernst & Young Oman

    San Francisco, CA
    1 day ago
  • $115k - $175k

     ...Transaction Advisory Services - Manager Opportunity ID 94...  ...Services group. This team conducts due diligence and supports clients across a...  ...in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers... 
    Employment Equity
    Private
    Work at office
    Local area
    Remote work
    Flexible hours

    CohnReznick

    San Francisco, CA
    3 days ago
  • $75k - $100k

     ...combining world class services, advisory and technology for our...  ...transactions, including research, financial modeling, and executive...  ...accurately. Manage the due diligence process and lead marketing...  ...investment or commercial banking, private equity, or commercial real estate.... 
    Employment Equity
    Private
    Daily paid
    Full time
    Work at office
    Local area

    JLL

    San Francisco, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director - Financial Due Diligence - Private Equity Advisory. Be the first to apply!