Manager Financial Due Diligence

Xerxes Global; Chicago (IL); On-site; USD 105,000 - 150,000; Full time

Job summary

Xerxes Global seeks an Associate for the Blue Ops team to focus on financial due diligence, quality of earnings, and M&A advisory. The role emphasizes financial modeling, data analysis, and client engagement in a dynamic private equity environment.

The candidate will support engagements from start to finish, manage deadlines, and deliver detailed analyses and reports, while collaborating with technology teams to optimize client solutions.

Qualifications

• 5+ years of relevant professional experience.
• FDD experience at a top firm (tech industry a plus).
• Bachelor’s or Master’s degree in Accounting or related major.
• CPA or in process of licensure; CFA preferred but not required.
• Proven experience working in cross-functional environments.
• Strong working knowledge of MS Excel, MS PowerPoint, MS Word, Alteryx, MS Power Platform.

Responsibilities

• Execute financial due diligence and related engagements from inception to completion.
• Manage and prioritize multiple deadlines for client work.
• Ensure engagement objectives are met, deliverables produced, and deadlines achieved.
• Monitor project progress, identify and mitigate risks, and address issues.
• Analyze operational and financial data to provide insights for clients.
• Generate comprehensive due diligence reports with findings and recommendations.
• Deliver presentations to clients regarding performance and recommendations.
• Assist with growth of the financial due diligence practice and training.

Skills

Financial due diligence

Financial modeling

Data analysis

Client communication

Team collaboration

Education

Bachelor’s or Master’s degree in Accounting or related major

CPA or in the process of obtaining a license

CFA designation preferred but not required

Tools

Excel

PowerPoint

Word

Alteryx

Power Platform

Job description

THE ROLE

Our Blue Ops team specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies, and more. We are seeking an Associate to focus on financial due diligence, helping to expand our growing practice. The manager will also play an important role in providing financial analysis, modeling, and business process support in client engagements.

Key Responsibilities

• Financial Due Diligence:
• Execute financial due diligence and other engagements from inception to completion successfully.
• Manage and prioritize multiple deadlines for client work
• Ensure engagement objectives are met, deliverables produced, and deadlines achieved.
• Monitor project progress, identify and mitigate risks, and address project-related issues.
• Quality of Earnings Analysis:
• Execute Quality of Earnings, Net Working Capital, and Debt and Debt-like Analyses.
• Analyze operational and financial data to provide insights into clients’ business performance.
• Support client M&A due diligence efforts with financial modeling, analysis, and data reviews.
• Generate comprehensive due diligence reports, including detailed financial findings and recommendations.
• Client Interaction:
• Serve as a contact point for clients, addressing their concerns and providing regular updates.
• Deliver presentations to clients regarding performance, findings, and recommendations.
• Advise clients on business system matters in partnership with the technology team.
• Practice Growth and Development:
• Assist with the growth of the financial due diligence practice, including developing training materials and proposals.
• Lead training sessions and refine client deliverables.
• Effectively delegate client work and help train Blue Ops team members in financial due diligence
• Foster a collaborative and high-performing team environment, promoting professional growth and continuous improvement.
• Business Development:
• Help expand relationships with existing clients and collaborate with internal teams to expand relationships.

Qualifications

• 5+ years of relevant professional experience.
• Financial due diligence experience at a top firm (experience in Technology industry is a plus).
• Bachelor’s or Master’s degree in Accounting or a related major.
• CPA or in the process of obtaining a license; progress toward/completion of CFA designation preferred but not required.
• Proven experience working in cross-functional environments.
• Strong working knowledge of computer software, such as MS Excel, MS PowerPoint, MS Word, Alteryx, MS Power Platform, etc.

What It Takes

• Excellent communication skills, capable of interacting internally and externally across a range of disciplines and all levels of management.
• Ability to use data analysis to develop insights that drive client value.
• Strong writing skills with the ability to generate full due diligence reports.
• Capable of multi-tasking across projects of varying scope and complexity.
• Adaptability and comfort with ambiguity, able to adapt on the fly.
• Ability to influence and drive consensus across organizational functional areas.
• Effectively execute engagements, including deliverable timelines, quality, customer satisfaction, and team effectiveness.

About Blue Ops

Blue Ops is a scaling company in the business management services and technology space. We care about results and are all eager to jump in and get our hands dirty. If you have a strong can-do attitude, resilience in the face of change, and a passion for learning and creating,