Associate Director- Financial Due Diligence Analytics

3 weeks, 6 days ago
Full-time
Lead
Data Science and Analytics
CrossCountry

CrossCountry

CrossCountry Consulting provides customized finance, accounting, HR, risk, operations, and technology consulting services to leading organizations, helping them navigate complex challenges and achieve growth.

Professional Services
251-1K
Founded 2011

Description

  • Lead and manage buy-side and sell-side financial due diligence engagements, including carve-outs and divestitures, from initial risk assessment through deal close and post-transaction support.
  • Own the development and review of quality of earnings analyses, net working capital assessments, normalized EBITDA evaluations, and cash flow analyses.
  • Design and deliver analytics solutions such as data models, interactive dashboards, and visualization outputs for executive-ready client insights.
  • Use hypothesis-led, data-enabled analysis to identify performance trends, margin dynamics, revenue quality, and balance sheet considerations that affect valuation and negotiation strategy.
  • Integrate analytics tools such as Alteryx, Power BI, Tableau, SQL, Python, R, Excel, and Snowflake into diligence workflows.
  • Contribute to developing and implementing firm-approved AI-enabled client solutions in compliance with data protection, intellectual property, and professional standards.
  • Oversee project administration across concurrent engagements, including work plans, staffing, timelines, budgeting, and billing.
  • Monitor M&A market trends, analytics technologies, and sector developments and communicate their implications to clients and internal teams.
  • Support business development efforts by pursuing opportunities with private equity sponsors, corporate acquirers, and lenders and contributing to proposals and pursuit materials.
  • Cultivate client relationships, act as a day-to-day advisor, and mentor junior team members through coaching and feedback.

Requirements

  • 9+ years of experience in financial due diligence, transaction analytics, public accounting, or a related professional services environment.
  • Minimum 8+ years of experience in financial due diligence, transaction advisory, or a related field within a public accounting or professional services environment.
  • Strong knowledge of quality of earnings methodologies, net working capital analyses, EBITDA normalization, and financial statement evaluation in an M&A context.
  • Experience managing FDD engagements and workstreams for private equity and corporate clients with increasing responsibility for team leadership and client relationships.
  • Proficiency with Alteryx, Power BI, Tableau, SQL, Python, R, Excel, or Snowflake, and the ability to apply these tools in a transaction context.
  • Ability to independently manage project teams, resolve engagement issues, and deliver high-quality client deliverables under tight timelines.
  • Track record of building client relationships and contributing to business development and proposal efforts.
  • Comfort with responsibly exploring and adopting firm-approved AI tools to improve productivity and innovation.
  • Willingness to travel up to 30%, depending on client preferences.
  • Bachelor's degree in Accounting, Finance, Data Science, Statistics, Economics, or a related field; Master's degree preferred.
  • CPA, CA, or CFA certification preferred.

Benefits

  • Comprehensive healthcare coverage, including medical, dental, and vision insurance.
  • Flexible spending accounts.
  • 401(k) with company matching.
  • Generous parental and maternity leave policies.
  • Technology stipends.
  • Wellness reimbursement programs.

Interested in this position?

Apply directly on the company website

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