Managing Director – Financial Due Diligence

CFGI

Managing Director providing financial and business due diligence assistance for corporations and private equity investors. Leading transaction advisory engagements at CFGI based in Philadelphia, PA.

Posted 4/27/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors
Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation of and negotiation with the target company
Responsible for coaching junior team members on multiple complex engagements simultaneously
Manage and coordinate approach of client, CFGI engagement teams, and third-party diligence providers throughout the transaction process
Lead or co-lead go-to-market, networking and client outreach efforts in your local market or in your area of industry expertise with other senior CFGI leaders.

Requirements

What you’ll need

At least ten years of experience working in transaction advisory role with the majority of that time being in the Big Four
Professional services background
CPA preferred
Bachelor’s degree in the Financial/Accounting field from an accredited university
Ability to travel up to 20%, depending on client needs

Benefits

Comp & perks

Flexible career progression model
Culture of continued learning
Teamwork is encouraged
Excellence in professional service is rewarded

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial due diligencebusiness due diligenceoperating trends analysisquality of earnings analysispro forma financialsworking capital calculationsdebt analysisvaluationnegotiation

Soft Skills

coachingteam managementclient coordinationnetworkingclient outreach

Certifications

CPA