Managing Consultant - Private Equity Advisory

CrossCountry Consulting's Private Equity Practice has experienced consistent growth over the past several years and we're looking to add Managing Consultants with strong Accounting and/or Finance backgrounds to our Team.

In today's competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

In this role, you'll have the opportunity to work on a variety of projects that will typically fall into one of 3 main categories: Finance Projects, Strategy Projects, and Accounting Projects. Below is a list of just some examples:

Finance Projects:
• Develop KPI dashboards for intelligent sponsor and management reporting
• Develop, maintain, and transition to management 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
• Interim FP&A roles with a focus on process development

Strategy Projects:
• Prepare Office of the CFO ("OCFO") strategy decks assessing the 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
• Post-closing M&A integration support and planning

Accounting Projects:
• Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
• Preparation of the closing statement for new acquisitions
• Participate in post-closing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
• Development of opening balance sheets for acquisitions in accordance with US GAAP
• Interim Controller roles with a focus on process development

Qualifications:

• Applicants will generally fall in one of the following categories:
• 5+ years of experience working in a client-facing role at a top-tier public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, and/or FP&A, etc.
• 5+ years of experience in a corporate FP&A role where the candidate has managed a team, reported to internal leadership (CEO, CFO) and had exposure to M&A transactions
• 5+ years of experience in a corporate development function where the candidate has managed a team and reported to internal or external stakeholders
• 5+ years of experience working in portfolio support/operations at a Private Equity firm
• Bachelor's Degree in accounting OR finance required
• Experience working with Private Equity or within a highly acquisitive company, with an understanding of the unique requirements of the Sponsor consulting environment
• In-depth knowledge of accounting standards (US GAAP and/or IFRS) and the ability to advise/research complex technical accounting and transaction issues
• Proven track record as an influential change agent, championing, organizing and successfully and efficiently executing new ideas and initiatives
• Confident and self-aware with the ability to use appropriate communication style for various levels across the organization
• Strong bias for thoughtful action, highly relationship-oriented, accomplishes work with, and through, others via purposeful collaboration
• Mentorship and people development capabilities
• Effective verbal and written communication skills including comfort with executive audiences
• Critical thinking skills with the ability to identify and solve complex problems
• Creativity, confidence, and flexibility
• High energy, enthusiasm, and an entrepreneurial spirit
• Great sense of humor!
• Willingness to travel 30% - 50% post COVID
• Preferred Certifications
• CPA or CA
• Desired Education:
• MBA, MSF, or MSA

CrossCountry Consulting is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants regardless of their race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state, or local laws. We encourage and welcome candidates from diverse backgrounds to apply and will consider all applicants based on their qualifications, skills, and experience. We embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity, equity, and inclusion.