Associate Director - Private Equity Advisory (Transactions)

🕒 August 21, 2025

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

👔 Director

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CrossCountry Consulting

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🤝 B2B

💸 Finance

🏢 Enterprise

💰 $1.5M Venture Round on 2021-02

B2B • Finance • Enterprise

CrossCountry Consulting is a business advisory firm that provides integrated solutions for financial and risk management. Their expertise includes technical accounting, financial reporting, operational accounting optimization, and integrated risk management. The company also specializes in technology-enabled transformation, supporting organizations with finance transformation, data transformation, and analytics. CrossCountry Consulting serves various industries such as financial services, life sciences, technology, media, telecommunications, real estate, hospitality, and government contracting. With a focus on strategic finance, the firm helps clients through transactions like IPO readiness, mergers and acquisitions, and divestitures. They aim to create present and future value for businesses by collaborating with CFOs, private equity sponsors, and corporate leaders to solve current challenges and prepare for future success.

📋 Description

• In this role, you will work on Strategic Finance Projects, Transaction Projects, and Accounting Projects. • Lead KPI dashboards for PE sponsor and management reporting. • Guide clients or junior team members in developing 13-week cash flow models. • Guide clients or junior team members in preparing budgets and forecasts with detailed assumptions and levers. • Lead and oversee the development of 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 Senior interim FP&A roles with a focus on process development. • Transaction Projects: provide buy-side and sell-side planning and execution support. • Lead due diligence and post-close improvements; support post-closing M&A integration. • Guide management in post-closing negotiations and opening balance sheet prep. • Sell-side: lead exit readiness assessments and reporting. • Guide the overall deal process; liaise with PE sponsor, lawyers, bankers; ensure timelines. • Lead or support carve-out financials and TSA support. • Accounting Projects: advise on complex policy adoption (ASC 606, 842, 805) at portfolio companies; interim Controller roles.

🎯 Requirements

• 9+ 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. or one of the following: • 9+ 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 • 9+ years of experience in a corporate development function managing a team and reporting to internal or external stakeholders • 9+ years of experience working in portfolio support/operations at a Private Equity firm • Consistent success in building and developing strong client relationships • Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues • Qualifications: Bachelor's degree in accounting or finance • CPA or CA certification preferred • Experience working with Private Equity or within a highly acquisitive company • Experience mentoring and developing team members • Willingness to travel up to 40%; travel varies based on client preferences.