Xerxes Global
Overview
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 a Manager to focus on Quality of Earnings (QoE) analysis, helping to expand our growing financial due diligence practice. The Manager will also play a critical role in providing financial analysis, modeling, and business process support in client engagements requiring due diligence. Responsibilities
Lead financial due diligence and other engagements from inception to completion successfully. Develop project plans, timelines, and budgets in collaboration with clients and project leads. Ensure engagement objectives are met, deliverables produced, and deadlines achieved. Monitor project progress, identify and mitigate risks, and address project-related issues. Allocate resources effectively, ensuring the right skills and expertise are assigned to projects. Quality Of Earnings Analysis
Lead 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 the primary point of contact 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. Foster a collaborative and high-performing team environment, promoting professional growth and continuous improvement. Business Development
Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships. Qualifications
5-10 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. Licensed CPA. Progress toward/completion of CFA designation preferred but not required. Proven experience working in cross-functional environments and leading cross-functional teams. Strong working knowledge of MS Excel, MS PowerPoint, and MS Word. Experience with business intelligence and/or planning and budgeting software applications. 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 manage engagement execution, including deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, and team effectiveness. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Capital Markets
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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 a Manager to focus on Quality of Earnings (QoE) analysis, helping to expand our growing financial due diligence practice. The Manager will also play a critical role in providing financial analysis, modeling, and business process support in client engagements requiring due diligence. Responsibilities
Lead financial due diligence and other engagements from inception to completion successfully. Develop project plans, timelines, and budgets in collaboration with clients and project leads. Ensure engagement objectives are met, deliverables produced, and deadlines achieved. Monitor project progress, identify and mitigate risks, and address project-related issues. Allocate resources effectively, ensuring the right skills and expertise are assigned to projects. Quality Of Earnings Analysis
Lead 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 the primary point of contact 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. Foster a collaborative and high-performing team environment, promoting professional growth and continuous improvement. Business Development
Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships. Qualifications
5-10 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. Licensed CPA. Progress toward/completion of CFA designation preferred but not required. Proven experience working in cross-functional environments and leading cross-functional teams. Strong working knowledge of MS Excel, MS PowerPoint, and MS Word. Experience with business intelligence and/or planning and budgeting software applications. 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 manage engagement execution, including deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, and team effectiveness. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Capital Markets
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