Finance & Accounting Lead for PE-Backed Portfolio Growth

Xerxes Global; Charlotte (NC); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Blue Ops Partners seeks a Finance and Accounting Manager to develop and execute value creation initiatives across client portfolios, balancing hands-on accounting with strategic advisory.

You will lead month-end close, GAAP compliance, financial analysis, and forecasting, while partnering with private equity sponsors and portfolio leadership. The role emphasizes building scalable processes, mentoring teams, and expanding service scope across industries.

Qualifikationen

• Big 4 or public accounting experience preferred.
• 5–10 years progressive accounting and finance experience.
• B.S. in Accounting & Finance, CPA/CFA/CMA preferred.
• Expertise in month-end close, technical accounting, financial reporting, and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advanced proficiency in MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client relationships.

Aufgaben

• Lead and oversee accounting operations for clients, including month-end and year-end close, reconciliations, and internal controls.
• Ensure GAAP compliance, accurate technical accounting, high-quality financial reporting, and audit support.
• Serve as primary liaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting in support of client objectives.
• Partner with technology teams on ERP/accounting system design and implementation.
• Act as the key point of contact for executives, boards, and private equity stakeholders.
• Lead, mentor, and develop accounting and finance teams to ensure excellence in deliverables.
• Identify opportunities to expand client relationships and the scope of services.
• Oversee cash management activities, including accounts payable, accounts receivable, treasury, fixed asset investments, and cash flow forecasting.
• Develop KPI tracking and operational reporting cadences.

Kenntnisse

Communication

Data analysis

Multi-tasking

Adaptability

Influence

Project management

Client liaison

Team leadership

Business development

Ausbildung

B.S. in Accounting & Finance

CPA or CFA or CMA preferred

Tools

MS Excel

ERP systems

Financial reporting software

Jobbeschreibung

Blue Ops Partners seeks a Finance and Accounting Manager to develop and execute value creation initiatives across client portfolios, balancing hands-on accounting with strategic advisory.

You will lead month-end close, GAAP compliance, financial analysis, and forecasting, while partnering with private equity sponsors and portfolio leadership. The role emphasizes building scalable processes, mentoring teams, and expanding service scope across industries.