Blue Ops is looking to add an Associate to our growing M&A team in Charlotte.
This is a unique opportunity to work directly on private equity transactions and M&A engagements, supporting financial diligence, transaction analysis, and deal execution for private equity firms and their portfolio companies.
The Associate will play a key role in financial analysis, modeling, and diligence workstreams, working closely with experienced team members to support transaction insights and client deliverables.
Key responsibilities include:
- Support buy-side and sell-side financial due diligence engagements, including Quality of Earnings (QoE), EBITDA, and working capital analysis
- Build and maintain financial models and Excel-based analyses
- Analyze financial and operational data to identify transaction risks, trends, and value drivers
- Assist with data collection, organization, and financial profiling for diligence engagements
- Support preparation of client presentations and diligence reports
- Help manage engagement timelines and deliverables across deal teams
- Collaborate with internal team members and clients to support deal execution and transaction analysis
What We're Looking for:
- 1.5–4 years of experience in transaction advisory, financial diligence, consulting, investment banking, audit, or corporate finance
- Background from Big 4 or mid-tier accounting firms, consulting firms, or strong corporate finance programs preferred
- Strong financial statement analysis and financial modeling skills
- Advanced Excel proficiency
- Ability to analyze financial and operational data and communicate insights clearly
- Strong interest in M&A, private equity, and transaction advisory
Nice to have:
- Exposure to analytics tools or financial reporting technologies such as Power BI, Alteryx, or SQL
- CPA, CFA, or CMA (or progress toward certification)
Why Blue Ops?
- Direct exposure to private equity transactions
- Hands-on experience across the full M&A lifecycle
- Opportunity to work with PE firms and portfolio company leadership
- Fast-paced consulting environment with strong career development opportunities
Top Skills
What We Do
At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to unite industries like never before.
Xerxes Global unites different business that share a common goal: to never stop Getting Better. By working together, our businesses share resources, experts and knowledge in order grow in Bolder directions than they could have on their own.
These are the companies that come together to make Xerxes Global. Individually, each of Xerxes Global’s companies are innovative industry leaders. Together, we’re gamechangers.
Our Portfolio of Brands:
EBM Software: Making it Easier to Be Better
Catalyst: FP&A Cloud
Diligent: Where M&A Happens
Blue Ops - Private Equity's Most Trusted Partner
ARC - Association for Retail & Consumer Professionals
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