Manager - Private Equity Advisory

What You’ll Do

In this role, you’ll have the opportunity to work on a variety of projects that will typically fall into one of three main categories:
Finance Projects, Strategy Projects, and Accounting Projects. Here are a few examples:

• Lead the development of KPI dashboards for PE Sponsor and management reporting
• Develop, 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
• Assist executive leadership of portfolio companies in preparing board presentations
• Serve in Interim FP&A roles with a focus on process development
• Prepare Office of the CFO (“OCFO”) strategy decks assessing people, processes, and technology within the finance function for new platform investments
• Make recommendations to help the OCFO achieve the desired operating model
• Financial due diligence projects (buy‑side / sell‑side quality‑of‑earnings reports)
• Develop carve‑out financials for potential divestitures
• Participate in post‑closing M&A integration support and planning
• Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
• Prepare closing statement for new acquisitions
• Participate in post‑closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
• Develop opening balance sheets for acquisitions in accordance with US GAAP
• Serve in Interim Controller roles with a focus on process development

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, etc., or one of the following:

• 6+ 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
• 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‑faced issues
• Bachelor's degree in accounting or finance
• CPA or CA certification preferred
• Experience working with Private Equity or within a highly acquisitive company
• Willingness to travel up to 40%; travel varies based on client preferences

The Cross Country 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.

Cross Country provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, Cross Country is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic.

The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.