By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You will bring your firsthand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve todays challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
In today’s competitive deal market, Private Equity sponsors are increasingly focused on value creation, better acquisition integration and thorough preparation ahead of exit events. CrossCountry’s Private Equity practice is uniquely positioned to guide CFOs as they build a scalable accounting and finance function, support corporate development teams with inorganic growth strategies and help management navigate complex carveout or sale processes.
We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios and realize superior value upon exit.
What Youll Do:
In this role, you will have the opportunity to work on a variety of projects which typically fall into one of three categories: Strategic Finance Projects, Transaction Projects, and Accounting Projects. Here are a few examples:
Strategic Finance Projects:
Lead and oversee the development of KPI dashboards for PE Sponsor and management reporting
Guide clients or junior team members in developing a robust 13week cash flow model
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:
Serve as a trusted advisor to the CFO and the PE deal team with respect to buyside and sellside transactions planning and execution.
Buy side projects
Lead bespoke financial due diligence combined with office of the CFO diligence and recommendations for post close improvements.
Lead or guide management in planning and executing postclosing M&A integration support
Guide management in conducting postclosing negotiations with Sellers on final closing balance sheet in accordance with the purchase agreement
Guide junior team members in preparing closing statement for new acquisitions
Support technical accounting team in preparing opening balance sheets for acquisitions in accordance with US GAAP
Sell side projects
Lead strategic exit readiness assessments and work with managementPE team to prepare a roadmap for successful exit
Guide management in creating financial reporting, models and KPI reporting necessary to withstand the rigors of diligence.
Guide the overall deal process; liaise with PE sponsor, lawyers, investment bankers and management to ensure deal success and adherence to timelines.
Lead or support the development of carve out financials for potential divestitures
Lead carve out execution and TSA support
Accounting Projects:
Advise on complex accounting policy adoption (ASC 606 revenue recognition, ASC 842 leases, ASC 805 business combinations, etc.) at portfolio companies
Serve in Interim Controller roles with a focus on process development
What Youll Bring:
9+ years of experience working in a clientfacing role at a public accounting firm or equivalent consulting firm with project experience in Transaction Advisory Services, Restructuring, M&A strategy, Deals, andor 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 supportoperations 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 multifaceted 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.
