Senior Accounting and Finance Manager

Xerxes Global; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Blue Ops Partners is seeking a Senior Finance and Accounting Manager to lead value-creation initiatives across finance and accounting for private equity portfolio companies. You will drive month-end close, GAAP compliance, and high-quality reporting while advising clients on financial strategy.

You will balance hands-on accounting with strategic advisory, partnering with clients across industries. The role demands leadership of cross-functional teams, strong analytics, and proactive stakeholder

Qualifications

• Communicate effectively internally and externally across a range of disciplines and levels of management.
• Ability to use data analysis to develop insights to drive client value.
• Capable of multi-tasking across projects of varying scope and complexity.
• Ability to adapt on the fly and be comfortable with ambiguity.
• Ability to influence and drive consensus across organizational functional areas.
• Effectively manage engagement execution (deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, team effectiveness).
• Serve as the primary point of contact for clients, addressing concerns and providing regular updates.

Responsibilities

• Lead accounting operations for clients, including month-end/year-end close, reconciliations, and internal controls.
• Ensure GAAP compliance, accurate technical accounting, high-quality financial reporting, and audit support.
• Act as primary liaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting to support client objectives.
• Partner with technology teams on ERP/accounting system design and implementation.
• Develop KPI tracking and operational reporting cadences.

Skills

Communication

Data analysis

Multi-tasking

Adaptability

Influence & consensus

Engagement management

Client relationships

Education

Bachelor's degree in Accounting & Finance

CPA/CFA/CMA preferred

Tools

Excel

ERP systems

Financial reporting systems

Job description

About

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

Who Works At Blue Ops

This is a consulting role for an up-and-coming accounting leader who thrives in fast-paced, client-facing environments and can drive financial discipline, reporting accuracy, and develop scalable processes across portfolio companies.

THE ROLE

The Senior 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.

Key Responsibilities

• 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.

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 touse data analysis to develop insights to drive client value.
• Capable.of multi-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.
• Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships.

What Your Resume Shows

• Big 4 or public accounting experience strongly preferred. Corporate accounting leadership also considered.
• 7–15 years of progressive accounting and finance experience.
• Undergraduate B.S. Degree - emphasis in Accounting & Finance, CPA, CFA, or 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.