West MonroeBoston; Chicago; Dallas; Los Angeles; Minneapolis; New York; San Francisco; Seattle
On-site Full-time $124.1K/yr - $152.9K/yr
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Responsibilities:Collaborate with cross-functional teams and Transaction Services consultants to conduct thorough tech due diligence assessments for client M&A activities, pinpointing growth and remediation opportunities through the analysis of existing data and analytical frameworks. Evaluate the technology landscape within enterprises, advising strategic investors on enhancing market readiness, achieving scalability, and reducing operating expenses. Create strategic investment summaries, conduct risk mitigation analyses, and develop long-term technology strategies for both pre-close and post-close projects. Bridge the gap between business strategy and data strategy to deliver significant outcomes. Demonstrate executive presence by presenting findings and recommendations, including the development of innovative concepts and advancements in the field. Establish yourself as a thought leader by creating white papers and representing the organization at industry conferences and events.
About the job
Are you prepared to drive meaningful change?
West Monroe is seeking a talented Advisory Architect, Data/AI Due Diligence to join our dynamic Technology & Experience Practice within Transaction Services – Data Engineering & Analytics. In this role, you will spearhead technology M&A due diligence initiatives, collaborating with other advisors and architects from diverse domains such as Cloud, Cybersecurity, and Software Engineering to deliver comprehensive technology assessments across various industries, including Private Equity, High-Tech & Software, Healthcare, and Financial Services. As a technology-agnostic firm, you will have the opportunity to enhance your expertise while engaging with cutting-edge tools, platforms, and frameworks. This is your chance to play a pivotal role in our established technology M&A practice, leading strategic enterprise projects, advanced analytics due diligence efforts, post-merger integrations, and carve-out advisory engagements.
About West Monroe
At West Monroe, we are passionate about driving our clients' success through innovative technology solutions. Our team of experts collaborates across various sectors to deliver strategic insights and transformative results, ensuring that our clients remain competitive in an ever-evolving business landscape.
At CrossCountry Consulting, we aim to redefine the advisory landscape by prioritizing our Core Values and ensuring a positive impact for both our clients and our team members. We strongly advocate for collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting and risk management, tec…
At CrossCountry Consulting, we are committed to redefining the advisory experience. Our firm is built on our Core Values, which emphasize collaboration, enthusiasm, generosity, and perseverance. We strive to create a positive environment for both our clients and our team members. Our diverse advisory solutions encompass accounting and risk management, technology-driven transformation, and transactional assistance, ensuring we address contemporary challenges while delivering long-term value.Our dedication to employee satisfaction has garnered us accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through the voices of our employees by visiting here.As a key member of our expanding Financial Due Diligence practice, you will act as a trusted advisor to our clients. Leveraging your expertise and insights, you will craft customized solutions that tackle current challenges while laying the groundwork for future success. Supported by seasoned leaders and a dedicated mentor, you will thrive in a collaborative environment that encourages contributions beyond client engagements.This role presents the chance to engage in intricate M&A transactions, providing clients with vital insights into financial performance and associated risks. Your projects will encompass large-scale transactions, high-volume consolidations, carve-outs, divestitures, and sell-side transactions, working closely with private equity firms, corporate acquirers, and lenders to deliver top-tier analyses that inform strategic decision-making.
Full-time|$124.1K/yr - $152.9K/yr|On-site|Boston; Chicago; Dallas; Los Angeles; Minneapolis; New York; San Francisco; Seattle
Are you prepared to drive meaningful change?West Monroe is seeking a talented Advisory Architect, Data/AI Due Diligence to join our dynamic Technology & Experience Practice within Transaction Services – Data Engineering & Analytics. In this role, you will spearhead technology M&A due diligence initiatives, collaborating with other advisors and architects from diverse domains such as Cloud, Cybersecurity, and Software Engineering to deliver comprehensive technology assessments across various industries, including Private Equity, High-Tech & Software, Healthcare, and Financial Services. As a technology-agnostic firm, you will have the opportunity to enhance your expertise while engaging with cutting-edge tools, platforms, and frameworks. This is your chance to play a pivotal role in our established technology M&A practice, leading strategic enterprise projects, advanced analytics due diligence efforts, post-merger integrations, and carve-out advisory engagements.
Join Turner Townsend as a Senior Due Diligence Manager and take charge of leading critical evaluation processes for our diverse portfolio of projects. In this pivotal role, you will be responsible for conducting thorough assessments of project viability, financial analysis, and risk management. You will work closely with cross-functional teams to ensure that all due diligence activities align with Turner Townsend’s strategic objectives and client requirements.
Full-time|From $150K/yr|On-site|San Francisco Office
At Slash Financial, we are reimagining the future of business banking, crafting tailored financial infrastructure that meets the unique operational needs of various industries. By merging the dependability of traditional banking with specialized financial tools, we empower businesses to enhance their operational efficiency.Founded in 2021, Slash is among the fastest-growing fintech companies globally, facilitating over ten billion dollars in annual business purchasing across diverse sectors.We are actively seeking a Partnerships Lead to forge and nurture relationships with private equity firms and investment groups.
About Brain Co.Brain Co. is an innovative Applied AI startup, spearheaded by industry leaders Elad Gil and Jared Kushner, and backed by some of Silicon Valley's most influential figures, including Patrick Collison (CEO of Stripe), Andrej Karpathy (Cofounder of OpenAI), Mike Krieger (CPO of Anthropic), Kevin Weil (CPO of OpenAI), and Aravind Srinivas (CEO of Perplexity).Our mission is to develop an AI platform and applications that address the most pressing challenges faced by the world's foremost institutions, creating tangible impact in real-world scenarios.Our achievements thus far include:Revolutionizing construction permitting processes for a sovereign government, resulting in an 80% acceleration and unlocking over $375M in value.Enhancing supply chains for a global energy leader, achieving a 30% reduction in costs and 99% reliability, thus preventing losses exceeding $100M.Improving patient care in hospitals across national health systems, yielding a 40% increase in outcomes and an 80% decrease in administrative workload.Securing a $30M Series A funding from top-tier investors.Building a dynamic team of over 40 AI specialists from renowned companies such as Tesla, Google DeepMind, NVIDIA, and Databricks.At Brain Co., your contributions will have a direct impact on real-world applications, not confined to research. We are scaling rapidly, driven by demand, and we are in search of outstanding individuals ready to take initiative from day one.
Full-time|On-site|Chicago; Los Angeles; New York; San Francisco
Role Overview West Monroe Partners is seeking a Senior Consultant focused on Mergers & Acquisitions in the high-tech and software private equity sectors. This position is available in Chicago, Los Angeles, New York, or San Francisco. What You Will Do Work closely with clients in high-tech and software private equity to support complex transactions and strategic partnerships. Apply analytical skills and industry knowledge to deliver solutions that address client needs. Contribute to projects that help clients navigate mergers, acquisitions, and related challenges. Who We’re Looking For Experience in M&A within high-tech or software private equity sectors. Strong analytical approach and familiarity with transaction processes. Ability to collaborate with clients and internal teams on high-impact projects.
Turner & Townsend is on the lookout for a skilled Manager of Preconstruction Zoning and Due Diligence to spearhead the foundational stages of site selection and planning for an expanding network of electric vehicle service centers. This pivotal role involves assessing site feasibility, navigating zoning and permitting frameworks, and positioning each site for optimal development success. You will oversee multiple projects concurrently in a dynamic setting, collaborating with internal teams and municipal agencies to tackle logistical and regulatory hurdles.Key Responsibilities:Conduct thorough preconstruction evaluations encompassing zoning, land use, title, survey, environmental, and geotechnical analyses.Interpret local regulations and ordinances, formulate entitlement strategies, and secure essential approvals and variances.Act as the primary point of contact with city planning, zoning, and building departments; represent the organization in meetings and public hearings.Manage numerous active projects simultaneously, overseeing schedules, budgets, and deliverables under strict deadlines.Collaborate with internal teams (Real Estate, Design, Construction, Operations) to ensure site plans align with operational and infrastructure requirements.Identify permitting challenges and opportunities, developing innovative solutions for site access, traffic management, and regulatory compliance.Establish and maintain standardized processes, checklists, and reporting tools for zoning and due diligence tasks.Offer insights to leadership on site viability and contribute to the strategic planning of service center growth.Evaluate site access and circulation, including traffic patterns and ingress/egress feasibility.Supervise third-party consultants, legal teams, and technical experts to ensure timely and accurate delivery of due diligence documents.Proactively identify and communicate site-specific risks, proposing mitigation strategies and alternatives.Some SOX control responsibilities may be required.
Join Decagon as a Private Equity Lead within our Founder's Office, where you will play a pivotal role in shaping our investment strategies and driving growth initiatives. Your expertise in private equity will be crucial in identifying new opportunities and optimizing our existing portfolio. Collaborate with our executive team to align our investment goals with the overall vision of the company.
About aptura aptura partners with Mentis AI, a team combining deep asset management experience with advanced machine learning research. Drawing on backgrounds from firms such as Lazard and Partners Group, the group operates in both London and San Francisco. Together, they work with leading AI labs to improve model reasoning, generalization, and decision-making for institutional investment settings. Part-time AI Residency: Role Overview This part-time residency is designed for senior research analysts and portfolio managers interested in the intersection of AI and private markets. The program offers hands-on exposure to advanced AI systems and their impact on investment workflows. Key Responsibilities Prompt Development: Design and refine prompts for junior staff to use in evaluating AI-generated insights. Human vs. Machine Evaluation: Analyze differences between professional investment logic and AI output. Framework Design: Translate investor decision-making into structured challenges for testing AI reasoning. Expert Benchmarking: Build and validate real financial models, return analyses, and case studies to assess advanced AI systems. What Makes This Residency Distinct Direct exposure to how AI is reshaping deal processes, from screening and due diligence to portfolio management and exits. Be among the first investment professionals to work hands-on with AI models analyzing private market scenarios. Who Should Apply 3 to 7 years of experience in Private Equity or Growth Equity at a large-cap or upper-middle market fund in Europe or the US. Currently at the Associate, VP, or Principal level (industry focus is flexible). Strong skills in financial modeling and valuation across the deal lifecycle. Demonstrated curiosity about how AI can be applied in finance. Residency Details This is a part-time role requiring approximately 15 hours per week. Location: USA.
About Our TeamJoin the Technical Success team at OpenAI, where we prioritize our customers' experience with our cutting-edge suite of AI products. Our mission is to empower developers and enterprises to unlock the full potential of our advanced models, catering to a diverse clientele that ranges from innovative startups to established global corporations.About the OpportunityWe are on the lookout for a Solutions Engineer to collaborate with our key Private Equity clients, ensuring they derive measurable business outcomes from our AI solutions. In this role, you will engage with senior business leaders to assess their pre-sales requirements, shape their AI strategies, and pinpoint the most impactful use cases. You will partner with both business and technical teams to illustrate the value of our offerings, suggesting architectural frameworks to facilitate their implementation. This role requires close interaction with our Private Equity and Large Enterprise Sales, Security, and Product teams.This position is available in San Francisco, CA, or New York, NY, and follows a hybrid work model of three days in the office each week. We also provide relocation assistance to new team members.Your Responsibilities Will Include:Delivering an outstanding pre-sales experience for major Private Equity prospects by offering technical insights, articulating the value proposition, and addressing queries related to our products, APIs, and language models.Demonstrating how OpenAI's product suite can fulfill customer business objectives and yield significant value, which includes creating and showcasing demos, scoping relevant use cases, recommending architectural strategies, and providing comprehensive technical guidance.Documenting and maintaining guides, FAQs, and resources that address common inquiries and requirements identified during the pre-sales phase.Building and nurturing robust customer relationships throughout the evaluation, validation, and purchasing phases.Advocating for customers and ensuring their voices are heard internally by collecting feedback, identifying common themes, and integrating insights into product development.Serving as the initial contact for security and compliance inquiries, providing standardized information, guiding customers to relevant resources (such as the trust portal), and escalating complex issues to specialized teams.You Will Excel in This Role If You Have:Strong technical background in AI and machine learning.Exceptional communication skills, with the ability to simplify complex concepts for diverse audiences.Experience in pre-sales or customer-facing technical roles.Proven ability to build relationships and influence stakeholders.Capacity to thrive in a fast-paced and collaborative environment.
Join Us in Transforming Healthcare AccessAt Assort Health, our mission is to make exceptional healthcare accessible anytime, anywhere, for anyone. We envision a healthcare experience that feels seamless and connected—quick responses, clear communication, and easy access to care. Our innovative platform builds a new foundation for patient-provider interactions, powered by AI and tailored to meet the unique complexities of the healthcare landscape.As the most comprehensive patient experience platform, we leverage specialty-specific agentic AI to enhance interactions. Our omnichannel AI agents integrate effortlessly with EHR/PMS systems to minimize wait times and streamline processes, ensuring patients receive the care they need without hassle.Since our inception in 2023, we have facilitated over 125M+ patient interactions, reducing average hold times from 11 minutes to just 1 minute. Our platform supports thousands of providers, boasting a 98%+ resolution rate and 99% scheduling accuracy. We take pride in a patient satisfaction score of 4.5/5 from over 52K reviews and have experienced 20× revenue growth in 2025. With rapid scaling, we are expanding our footprint across the healthcare industry.About the RoleWe are seeking a Principal, Strategic Partnerships (Private Equity) to spearhead and scale one of Assort’s key growth channels. This high-impact role combines elements of private equity, enterprise sales, and operator-led go-to-market strategy. You will cultivate and manage relationships with healthcare-focused private equity firms, converting these connections into a consistent pipeline of high-value opportunities across their portfolio companies.Your objectives are twofold:Generate immediate revenue by sourcing and converting opportunities derived from private equity.Create a scalable playbook that positions Assort as the preferred AI partner for healthcare-focused private equity firms.This role transcends traditional partnerships; you will act as a hybrid of an enterprise seller, strategic operator, and relationship builder.
Full-time|$209.8K/yr - $258.5K/yr|On-site|Chicago; Los Angeles; New York; San Francisco
Are you ready to drive transformative change in the tech industry?West Monroe is on the lookout for a Senior Manager with extensive experience and a fervent interest in the Software and High-Tech sectors to enhance our national practice. Our team collaborates with a diverse range of dynamic Software and High-Tech, Private Equity, and Corporate Strategic clients across the country.In your role as a Senior Manager, you will provide strategic guidance to Software and High-Tech clients as well as Private Equity investors, emphasizing software, SaaS, TMT, and tech-enabled services businesses. Your engagements will cover value creation initiatives, including product and growth strategy, technological innovation, operational enhancements, and due diligence—spanning product, technology, and operational assessments, along with merger integrations and carve-outs.Beyond client delivery, you will play a vital role in business development—seeking new clients and nurturing existing relationships—while also contributing to the internal leadership of our practice. Senior Managers at West Monroe are entrusted with three primary responsibilities:Client DeliveryLead rapid due diligence engagements for Private Equity and Corporate Strategic clients investing in Software and High-Tech, assessing market opportunities, product technologies, operating models, and their impact on margins, revenues, growth, and overall value creation.Evaluate functional and technology investment strategies, benchmarking operational models and organizational structures against industry-leading practices.Oversee teams serving Software and High-Tech clients while showcasing advisory skills with high-level client executives, including C-suite leaders, Business Unit GMs, and Private Equity Deal and Operating Partners.Drive value creation projects for Software and High-Tech companies and Private Equity clients.Engage in complex transactions within the Software and High-Tech sector, focusing on initiatives like post-merger integration, carve-outs/divestitures, operating model transformations, product strategy, target operating model development, and enhancements in post-sales operations and retention.Practice DevelopmentCreate data-driven methodologies and resources for effective practice development.
Full-time|$98.3K/yr - $98.3K/yr|On-site|San Francisco, CA
The Company You’ll JoinCarta revolutionizes the connection among founders, investors, and limited partners through cutting-edge software crafted for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies in more than 160 countries, Carta’s comprehensive platform of software and services empowers you to build, invest, and scale with assurance.Carta’s Fund Administration platform manages over 9,000 funds and SPVs, representing nearly $185 billion in assets under management, equipped with tools designed to amplify the strategic influence of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.Together, we are developing an all-encompassing ERP platform tailored for private markets. Traditional ERP systems fall short for Private Funds; the private capital markets demand a holistic software solution that supersedes outdated spreadsheets and disjointed service providers. Carta’s software for the Office of the Fund CFO meets this need, creating a new category of software that aligns private markets with the efficiency of public markets—a cohesive ERP for private capital.For insights into our offices and culture, visit our Carta careers page.The Team You’ll Work WithThe Sales Development Representative teams are the engine of Carta’s growth trajectory. In this role, you will directly contribute to private equity pipeline development by identifying and qualifying leads within the PE sector. We are committed to investing in our team and fostering internal advancement. All SDRs undergo comprehensive training on Carta software, private market finance, and equity administration, coupled with continuous education in consultative sales, client management, negotiation, and sales operations.The Problems You’ll Solve Identify and qualify leads from PE-backed companies Develop expertise on Carta’s core product suite and essential private equity principlesEngage actively with new and existing leads through innovative follow-up, fostering heightened interest and enthusiasm in CartaCollaborate with cross-functional teams to optimize top-of-funnel acquisition By supporting the SDR teams, you will enhance the overall company pipelineDeliver prompt and precise front-line support for all prospective customers interested in Carta Interact with potential customers in real-time via phone or video conferencingImplement cold outreach campaigns using a "customer-first" approach targeting finance leaders
Join AECOM as a Senior Consultant in our Advisory team, where you will leverage your expertise to deliver innovative solutions and strategic advice to clients. In this role, you will engage in high-level projects that shape the future of our communities and environment.
At CrossCountry Consulting, we aim to redefine the advisory experience by adhering to our Core Values. Our firm is committed to delivering a positive impact not only for our clients but also for our employees. We value collaboration, enthusiasm, generosity, and perseverance as the key drivers of our success. Our advisory services encompass accounting, risk management, technology-enabled transformation, and transaction advisory, allowing us to partner with our clients to address current challenges and create sustainable value for the future.Our dedication to fostering a supportive workplace has earned us accolades such as being recognized on Inc. 5000's list of Fastest Growing Companies and Glassdoor's Best Places to Work. To learn more about our vibrant culture, click here.As a key member of our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your wealth of experience and unique insights will enable you to provide customized integrated solutions that not only tackle today's challenges but also lay the groundwork for future success. In your role as Director, you will oversee client engagements, spearhead business development initiatives, lead teams, mentor junior staff, and contribute to CrossCountry's leadership team.
Full-time|Remote|San Francisco, CA or Remote (USA)
Join Fieldguide as an Implementation Consultant - Advisory, where you will leverage your expertise to help clients successfully implement and optimize our innovative solutions. You will work closely with clients to understand their needs, guide them through the implementation process, and ensure they achieve maximum value from our services.
Full-time|$95K/yr - $115K/yr|Hybrid|San Francisco, CA
Consultant – Accounting AdvisoryJoin CFGI as a Consultant in Accounting Advisory, where you will collaborate with a dynamic team of professionals, including Big 4 auditors and client management, to tackle various engagement aspects. Your responsibilities will encompass analyzing financial data, conducting interviews with client leadership, pinpointing critical issues, drafting comprehensive reports, engaging in meetings, and fostering robust relationships with clients.Take charge of your career journey with CFGI:· Gain insight across diverse industries and projects.· Make a significant impact in your clients' businesses.· Lead projects from inception to completion.· Experience direct client engagement in a client-centric role.· Continuously face challenges and learn within a collaborative environment of top-tier experts.· Enjoy the flexibility to work from the office, remotely, or on-site with clients as required.· Chart your own path within the organization.· Take pleasure in what you do!
At CrossCountry Consulting, we strive to redefine the advisory experience. Our firm is built on Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We are dedicated to providing not only exceptional service to our clients but also a fulfilling work environment for our employees. Our comprehensive advisory solutions encompass accounting and risk, technology-driven transformations, and transaction services. By partnering with our clients, we address current challenges while laying the groundwork for sustained future success.Our commitment to our team has been recognized with accolades like Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.Location: San FranciscoAs a Director in our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your extensive experience and unique insights will enable you to deliver customized solutions that address today's pressing challenges and pave the way for future achievements. In this role, you will oversee client projects, drive business development, lead teams, and mentor junior colleagues while being an integral part of CrossCountry’s leadership team.
Join our dynamic team at Harvey as a Senior Equity Administrator. In this pivotal role, you will manage equity administration processes, ensuring compliance and accuracy in all equity-related transactions. Your expertise will contribute to our commitment to transparency and efficiency in our equity management operations.
