Perform financial due diligence analytics for buy-side and sell-side M&A engagements, including quality of earnings, working capital, EBITDA normalization, and cash flow analysis. Build financial models, data pipelines, and visualizations using analytics technologies; automate diligence workflows; and communicate findings through reports and presentations. Manage workstreams, coordinate data requests, participate in management interviews, collaborate across functions, and coach junior staff while applying approved AI solutions.
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
What You'll Do:
- Execute financial and analytical workstreams across buy-side and sell-side FDD engagements,including carve-outs and divestitures, including quality of earnings analysis, net working capital assessments, EBITDA normalization, and cash flow evaluation.
- Analyze large and complex datasets—spanning transactional, operational, and financial records—to identify underlying business performance trends, margin dynamics, revenue quality, and potential deal risks and opportunities.
- Build financial models, data pipelines, and visualization tools (e.g., Power BI, Tableau, Alteryx, Excel,Snowflake, Databricks, SQL) that efficiently surface actionable insights for client deliverables and internal team review.
- Draft and contribute to sections of client-facing reports, executive summaries, presentations, and data books that clearly communicate analytical findings to deal stakeholders.
- Participate in management interviews of target company executives and collaborate with cross-functional workstreams including tax, legal, IT, and operational due diligence teams.
- Apply programming languages and analytics platforms (e.g., SQL, Python, R, Alteryx) to automate data processing and improve the efficiency and scalability of diligence workflows.
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
- Manage project workstreams, coordinate data requests, and ensure deadlines are met across concurrent engagements.
- Provide coaching and guidance to junior team members, contributing to a collaborative and growth-oriented team culture.
What You'll Bring:
- 3–5 years of experience in financial due diligence, transaction analytics, public accounting, audit, or a related financial services or advisory role.
- Working knowledge of quality of earnings, net working capital, and EBITDA analysis in an M&A or transaction context.
- Proficiency with one or more analytics and data visualization tools, including: Power BI, Tableau, Alteryx, SQL, Python, R, or advanced Excel (SUMIFS, INDEX/MATCH, Power Query, etc.).
- Strong analytical and problem-solving skills, with the ability to work through ambiguous data environments under tight timelines.
- Experience collaborating within project teams and managing individual workstreams with minimal supervision.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
- Willingness to travel up to 30%; travel varies based on client preferences.
Qualifications:
- Bachelor's degree in Accounting, Finance, Data Science, Statistics, Economics, or a related field.
- CPA eligible or actively pursuing CPA preferred;CFA a plus; prior audit or public accounting experience a plus.
Benefits Summary
The CrossCountry 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. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry 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, CrossCountry 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.
CrossCountry Consulting San Francisco, California, USA Office
529 Commercial Street, San Francisco, United States, 94111
Similar Jobs
Artificial Intelligence • Healthtech • Software • Telehealth
Support the full employee lifecycle across a distributed workforce, including employee questions, onboarding and offboarding, leave administration, HRIS updates, compliance reporting, and recurring workflow ownership. Handle sensitive information confidentially, resolve People Operations requests, and partner with Talent, Finance, and Clinical teams. Over time, the role may expand into policy creation, performance review cycles, company events, and immigration support.
Top Skills:
AdpHrisSparrow
Cloud • Security • Software • Cybersecurity • Automation
Own the technical strategy for GitLab’s strategic technology partnerships, translating partner roadmaps into integrations, architecture, and product opportunities. Evaluate AI models and agents, build prototypes, facilitate technical workshops, develop business cases, and influence product roadmaps. Coordinate Engineering, Product, Finance, FinOps, Sales, Marketing, R&D, and partner teams through delivery while tracking cloud, AI, and DevSecOps developments. The role is remote and requires quarterly travel with EMEA-overlapping hours.
Top Skills:
Agent FrameworksAi Model Evaluation FrameworksAmazon Web Services (Aws)Ci/CdDevsecopsFinopsGitlabGCPLarge Language Model (Llm) ApisAzureModel Context Protocol (Mcp)
Fintech • Mobile • Social Impact • Financial Services
Own the CRM lifecycle strategy and campaign calendar across email, push, SMS, and in-app channels. Build personalized automated and ad-hoc campaigns, manage segmentation and testing, troubleshoot deployments, analyze performance, and present insights to stakeholders. Partner with Product, Design, Engineering, Data, and Brand to improve engagement, retention, onboarding, and reactivation.
Top Skills:
CSSFigmaHandlebarsHTMLIterable
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
