Finance and Accounting Manager

EBM Software; Charlotte (NC); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Blue Ops Partners seeks a Finance and Accounting Manager to drive value creation across portfolio companies. You will oversee month-end closes, ensure GAAP compliance, and deliver high-quality financial reporting while mentoring accounting teams.

You will collaborate with private equity sponsors and portfolio leaders, perform advanced financial modeling, and lead process improvements across multiple industries. A strong accounting foundation and client-facing skills are essential.

Qualifications

• Big 4/public accounting experience strongly preferred.
• 5–10 years progressive accounting/finance experience.
• Undergraduate BS in Accounting & Finance; CPA/CFA/CMA preferred.

Responsibilities

• Lead accounting operations for client engagements including month-end and year-end closes.
• Ensure GAAP compliance, accurate financial reporting, and audit support.
• Serve as primary liaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting to support client objectives.

Skills

Communication

Data analysis

Multi-tasking

Adaptability

Influence

Engagement execution

Executive liaison

Team leadership

Business development

Education

Bachelor’s in Accounting/Finance

CPA/CFA/CMA preferred

Tools

MS Excel

ERP systems

Financial reporting software

Job description

ABOUT

Blue Ops Partners specializes in M&A and Office of the CFO value creation, including strategic FP&A advisory, operational finance,accountingand business analytics, partnering with private equity owned portfolio companies to deliver lasting impact. Since 2010, we have combined deep operationalexpertisewithcutting-edgetechnology and AI-driven analytics to deliver superior outcomes for our clients.

WHO WORKS AT BLUE OPS

Thisisaconsultingroleforanup-and-comingaccountingleaderwhothrivesinfast-paced,client-facingenvironmentsandcandrivefinancialdiscipline,reporting accuracy, and develop scalableprocessacrossportfoliocompanies.

THE ROLE

The Finance and Accounting Manager will be responsible for developing and executing key value creation initiatives within the finance and accounting function, Including accounting and finance process optimization, GAAP compliance, month-end close, financial analysis, modeling, and business process improvements. This role balances hands-on accounting expertise with strategic advisory responsibilities, partnering with clients across multiple industries.

Keyresponsibilities:

• 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 asprimaryliaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting in support of clientobjectives.
• 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.
• Identifyopportunities 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.

QUALIFICATIONS

Blue Ops is a hands-on, growth-minded organization built on collaboration and accountability. We move quickly, dive deep, and partner closely with our clients to deliver lasting impact.Important competencies to effectively perform this role include:

• Communicate effectively internally and externally across a range of disciplines, and all levels of management.
• Ability to use data analysis to develop insights to drive client value.
• Capableofmulti-tasking across projects of varying scope and complexity.
• Ability to adapt on the fly, and comfortable with ambiguity.
• Ability to influence and drive consensus across organizational functional areas.
• Effectively manage engagement execution (e.g.deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, team effectiveness).
• Serve as the primary point of contact for clients, addressing their concerns and providing regular updates.
• Foster a collaborative and high-performing team environment, promoting professional growth and development and continuous improvement.
• Identifyopportunities foradditionalclient engagements and collaborate with business development teams to expand relationships.

WHAT YOUR RESUME SHOWS

• Big 4 or public accounting experiencestronglypreferred. Corporate accounting leadershipalsoconsidered.
• 5–10 years of progressive accounting and finance experience.
• Undergraduate B.S. Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred
• Expertise in month-endclose, technical accounting, financial reporting, and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advancedproficiencyin MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client relationships.

Blue Ops Partners, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Xerxes Global Holdings is comprised of the following businesses:

• EBM Software delivers performance software solutions that drive growth for private equity funds, investment banks, and middle market to large corporations.
• Blue Ops specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies, etc.
• XGS is our data science and artificial intelligence business headquartered in Dublin, Ireland that focuses on developing and productizing advanced analytics for clients.
• The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA), the Shopper Insights Management Association (SIMA), the Retail Dieticians Business Alliance (RDBA), and the Space Planning Association (SPA).