Xerxes Global

Manager, Financial Due Diligence

Xerxes Global

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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About the role

  • 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
  • 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
  • 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
  • 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
  • Help expand relationships with existing clients and collaborate with internal teams to expand relationships

Requirements

  • 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.
Benefits
  • Professional development
  • Growth opportunities
  • Collaborative team environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial due diligencefinancial modelingdata analysisQuality of Earnings analysisNet Working Capital analysisDebt and Debt-like analysisreport generationclient presentationstraining developmentproject management
Soft Skills
time managementrisk mitigationclient communicationteam collaborationleadershipdelegationproblem-solvingprofessional growthcontinuous improvementcross-functional teamwork
Certifications
CPACFA