Senior Accounting and Finance Manager

Posted 2 Days Ago
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Charlotte, NC, USA
In-Office
Senior level
Angel or VC Firm • Software • Financial Services
The Role
Client-facing senior accounting and finance leader responsible for GAAP compliance, month-end close, financial reporting and audit support; drive process optimization, ERP implementations, financial analysis, forecasting, cash management, KPI reporting, and mentor finance teams while liaising with private equity sponsors and executive stakeholders.
Summary Generated by Built In

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 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 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. 

Skills Required

  • 7-15 years of progressive accounting and finance experience
  • Expertise in month-end close, technical accounting, financial reporting, and audits
  • Advanced proficiency in MS Excel, ERP, and financial reporting systems
  • Experience leading cross-functional teams and managing client relationships
  • Undergraduate B.S. Degree with emphasis in Accounting & Finance
  • CPA, CFA, or CMA
  • Big 4 or public accounting experience
  • Corporate accounting leadership experience
  • Exposure to FP&A, budgeting, and forecasting
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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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