Managing Director, Financial Due Diligence

CFGI

. Serve as the executive engagement leader and senior advisor for complex buy-side and sell-side financial due diligence engagements .

Posted 10/8/2026full-timeUnited StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in financial due diligence, transaction advisory, and U.S. GAAP, with a strong focus on client relationship management and business development. Proven ability to lead multidisciplinary teams, oversee complex engagements, and contribute to practice strategy and thought leadership.

Highest-signal resume keywords

Financial Due DiligenceU.S. GAAP ExpertiseClient Relationship ManagementBusiness DevelopmentTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTransaction AccountingValuation ConsiderationsQuality of EarningsCash Flow AnalysisRisk ManagementEngagement EconomicsPortfolio OversightComplex Deal StructuresFinancial Reporting

Soft Skills

Interpersonal CommunicationInfluencing Executive StakeholdersOrganizational SkillsAnalytical Problem-SolvingAdaptability

Tools & Technologies

Microsoft ExcelFinancial ModelingPivotTablesPower QueryPower PivotVLOOKUPXLOOKUP

Industry Keywords

Transaction AdvisoryPublic AccountingCorporate FinancePrivate EquityBig 4 Accounting Firm

About the role

Key responsibilities & impact

Serve as the executive engagement leader and senior advisor for complex buy-side and sell-side financial due diligence engagements
Advise CFOs, private equity sponsors, corporate development teams, investment professionals, and executive leadership on transaction-related financial risks, valuation considerations, quality of earnings, working capital, debt and debt-like items, and deal execution
Lead a portfolio of client relationships and multidisciplinary engagement teams delivering financial due diligence, transaction advisory, carve-out, and transaction support services
Provide senior technical oversight on U.S. GAAP, transaction accounting issues, financial reporting considerations, and complex deal structures
Oversee engagement strategy, scoping, quality assurance, staffing, project economics, risk management, and client satisfaction
Originate new business and expand existing client relationships through strategic account management, referral networks, proposal leadership, networking, thought leadership, and market development
Partner with leaders across CFGI’s practice areas to identify cross-selling opportunities and deliver integrated solutions throughout the transaction lifecycle
Coordinate directly with client executives, investment bankers, legal counsel, lenders, auditors, and third-party advisors on significant transaction matters
Help shape practice strategy, market priorities, service offerings, and scalable delivery models
Recruit, mentor, and develop Directors, Senior Managers, Managers, and Consultants
Contribute to methodology development, financial analysis tools, automation initiatives, internal training, and thought leadership

Requirements

What you’ll need

12+ years of professional experience in public accounting, transaction advisory, consulting, corporate finance, accounting, or a related finance environment
Prior financial due diligence experience, including meaningful experience leading financial due diligence engagements and evaluating transaction-related financial matters
Experience leading complex buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, debt and debt-like items, cash flow, and other transaction analyses
Experience serving as a senior relationship owner and trusted advisor to executive leadership, private equity sponsors, and strategic buyers on transaction-related accounting issues, financial risks, valuation considerations, and deal execution
Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing directly to revenue growth
Experience overseeing a portfolio of engagements, including responsibility for staffing, engagement economics, technical quality, risk management, and client delivery
Experience applying U.S. GAAP through transaction advisory, audit engagements, financial reporting, or technical accounting projects
Experience reviewing and delivering executive-level due diligence reports, client presentations, and transaction recommendations
Experience developing Directors, Senior Managers, and other senior professionals through coaching, performance management, technical development, and client leadership opportunities
Experience contributing to practice strategy, market development, methodologies, training, thought leadership, or scalable delivery initiatives
Experience with a Big 4, national accounting firm, or specialized transaction advisory practice serving private equity and strategic clients
Advanced Microsoft Excel skills, including financial modeling, PivotTables, Power Query, Power Pivot, VLOOKUP/XLOOKUP, and complex financial data analysis
Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders and guide strategic decisions
Proactive in identifying client needs and developing long-term trusted advisor relationships
Highly organized with the ability to oversee a client portfolio and balance engagement delivery, business development, and practice leadership
Strong analytical and structured problem-solving abilities with sound judgment in complex transaction environments
Entrepreneurial, self-motivated, adaptable, ethical, and dependable
High energy with a commitment to exceptional client service, practice growth, and developing the next generation of leaders