Finance Manager (Finance & Accounting)

Posted 22 Days Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
Senior level
Angel or VC Firm • Software • Financial Services
The Role
The Finance Manager will lead financial operations for clients, including internal controls, financial reporting, treasury processes, and auditing, while mentoring finance teams and developing client relationships.
Summary Generated by Built In

THE ROLE 

Blue Ops is hiring a Finance Manager with an accounting background to join our Financial Operations team. Our team specializes in helping small to medium-sized businesses, private equity portfolio companies, and other clients strengthen their finance and accounting operations.


The Finance Manager will partner with clients across multiple industries and is responsible for assisting clients in delivering accurate and timely reporting, establishing and maintaining strong internal controls, developing accounting and finance teams and partnering with executive leadership to provide meaningful insights to stakeholders. This role balances hands-on accounting expertise with strategic financial advisory responsibilities.

WHAT YOU’LL DO


  • Lead accounting and finance operations for clients, including establishing internal controls, preparing and reviewing reconciliations and developing GAAP-compliant financials.
  • Develop and maintain robust financial reporting packages and assist in preparing board decks and lender compliance certificates.
  • Direct day-to-day accounting functions related to working capital accounts, such as cash, inventory, accounts receivables and payable, and other accruals.
  • Establish critical treasury processes related to cash receipts, procurement and payroll
  • Serve as primary contact for external auditors and lead financial statement audit.
  • 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 trusted advisor for the executive leadership team 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.

WHAT IT TAKES

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. Important competencies to effectively perform this role include:

  • Communicate effectively internally and externally across a range of disciplines, and all 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 comfortable with ambiguity 
  • Ability to influence and drive consensus across all 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 Degree - emphasis in Accounting or Finance, CPA preferred; CFA, or CMA a plus
  • Experience in month-end close, technical accounting and  financial reporting.
  • 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

Benefits Summary
We offer a comprehensive benefits package designed to support our employees’ health, financial well-being, and professional growth. Benefits include medical, dental, and vision insurance; a 401(k) with a 3% employer contribution; health savings account (HSA) options; paid time off and company holidays; summer Friday hours; professional development and tuition reimbursement opportunities; company-paid life insurance; and flexible work-from-anywhere opportunities during designated weeks.

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The Company
HQ: Minneapolis, Minnesota
32 Employees
Year Founded: 2010

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 Studio X - is a fully integrated video production suite located close to the heart of Minneapolis, MN. Servicing agencies, production companies & brands, Studio X works across all media channels & platforms to help our clients think bolder and be better.

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