Manager - Private Equity Advisory
About the role
We are a consulting firm dedicated to fostering a collaborative environment where our people thrive. Our mission is to provide exceptional advisory services to our clients, particularly in the areas of accounting, risk management, and technology-driven transformations. We are recognized for our achievements, including being named among the Inc5000 Fastest Growing Companies and Glassdoor's Best Places to Work.
Responsibilities
- Lead the development of KPI dashboards for PE Sponsor and management reporting
- 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
- Serve as an interim FP&A role with a focus on process development
- Contribute to the development of AI-enabled solutions for clients
Requirements
- 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
- 6+ years of experience in a corporate FP&A role managing a team and reporting to internal leadership (CEO, CFO)
- 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
Qualifications
- 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
- CPA or CA certification preferred
- Experience working with Private Equity or within a highly acquisitive company
Skills
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to manage multiple projects simultaneously
- Proficiency in Microsoft Office Suite and related financial software
- Experience with financial modeling and forecasting
- Knowledge of relevant accounting standards (e.g., ASC 606, ASC 842, ASC 805)
Benefits
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being.
Pay
Competitive compensation package commensurate with experience.
Schedule
Flexible schedule to accommodate client needs.