Senior Manager, Financial Due Diligence

About the role

The Senior Manager of Financial Due Diligence leads buy-side and sell-side Quality of Earnings (QoE) engagements for healthcare transactions, serving private equity sponsors, investment banks, and founder-owned businesses. This role owns end-to-end engagement execution, from scoping through delivery, while developing analysts, strengthening client relationships, and contributing to the growth of a rapidly expanding FDD practice.

Responsibilities

• Lead multiple concurrent QoE engagements, including EBITDA normalization, proof of cash, net working capital analysis, and revenue and payor mix analytics, with full ownership of data book quality and final deliverables.
• Serve as the primary day-to-day client contact for PE sponsors, IB deal teams, and management teams, translating diligence findings into deal implications and negotiating positions.
• Review and quality-control the work of analysts, enforcing methodology standards and delivery timelines across engagements.
• Develop and mentor junior team members, including structured feedback, technical training, and engagement staffing decisions.
• Support practice growth through proposal development, scoping calls, referral relationship management, and identification of cross-sell opportunities across advisory service lines.

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• CPA license
• Demonstrated experience leading QoE engagements from kickoff through delivery with minimal partner oversight
• Advanced Excel proficiency, including large dataset analysis and complex databook architecture
• Strong written and verbal communication skills with experience presenting findings directly to sponsors and deal teams
• 5+ years of historical Healthcare FDD experience

Preferred Qualifications

• Healthcare transaction experience across physician practice management, dental, behavioral health, home health, specialty pharmacy, and other subindustries
• Fluency in healthcare revenue mechanics: payor mix analysis, reimbursement dynamics, CPT/CDT coding, and Medicaid/Medicare considerations
• Familiarity with healthcare regulatory frameworks relevant to diligence (Stark, AKS, CPOM)
• Experience managing offshore delivery teams
• MBA or Master's in Accounting