Manager, FP&A Transaction Diligence, Strategic Analysis

Cresa

. Drive the Company’s data readiness, data management, and diligence processes in preparation for and following a significant equity event, including a recapitalization or sale transaction.

Posted 11/10/2026full-timeRemote • Illinois • United StatesMid-LevelSenior💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in transaction diligence, financial data management, and strategic analysis to support corporate transactions. Proficient in coordinating complex diligence processes and ensuring data integrity while collaborating with senior executives and stakeholders.

Highest-signal resume keywords

Transaction Diligence ManagementFinancial Data AnalysisProject ManagementAdvanced Excel ProficiencyConfidential Information Handling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData ManagementDiligence ProcessesReporting PackagesFinancial ModelingData IntegrityVersion ControlM&A SupportAudit ExperienceCorporate Development

Soft Skills

Analytical SkillsOrganizational SkillsCommunication SkillsJudgmentCollaboration

Tools & Technologies

ExcelPowerPointData-Room PlatformsAI PlatformsBusiness Reporting Tools

Industry Keywords

Private EquityCorporate TransactionsFinancial ObligationsStakeholder ReportingManagement Presentations

About the role

Key responsibilities & impact

Drive the Company’s data readiness, data management, and diligence processes in preparation for and following a significant equity event, including a recapitalization or sale transaction.
Ensure financial information is complete, accurate, organized, and readily available to investment bankers, investors, buyers, lenders, advisors, and the Company’s equity sponsor.
Participate in strategic workstreams by providing analysis and information for initiatives such as M&A, partnerships, and other strategic efforts.
Coordinate the collection, organization, review, and validation of financial information.
Establish financial data processes to maintain data integrity, version control, and access procedures.
Lead transaction-readiness efforts and prepare responses to data requests.
Manage diligence request lists, information requests, follow-up questions, deadlines, and outstanding deliverables.
Support preparation and review of confidential information memoranda, management presentations, financial models, schedules, and other transaction materials.
Identify data gaps, inconsistencies, and potential diligence issues and coordinate their resolution.
Partner with corporate functional leaders and business-line leaders to improve data quality, reporting, systems, and processes.
Maintain a calendar of post-closing financial obligations, reporting deadlines, and other transaction-related deliverables.
Coordinate post-transaction information requests and reporting requirements for the C-Suite, private equity sponsor, board, lenders, and other stakeholders.

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, business, or a related field.
5+ years of experience in transaction diligence, audit, private equity, corporate development, FP&A, consulting, or a related field.
Experience supporting significant corporate transactions.
Experience managing complex diligence processes, data rooms, reporting packages, or management presentations.
Strong project-management, analytical, organizational, and communication skills.
Advanced proficiency with Excel, PowerPoint, data-room & AI platforms and business reporting tools.
Ability to work effectively with senior executives, private equity professionals, external advisors, and cross-functional internal teams.
High degree of discretion and sound judgment in handling confidential information.