Transaction Advisory Associate

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
• Own the first version of every deliverable – formatted in the Blue Ops template, tied out, and carrying a drafted takeaway for each schedule: what story it tells and why it matters
• Build and maintain financial models and Excel-based analyses
• Analyze financial and operational data to identify transaction risks, trends and value drivers, and bring the gaps and outliers the analysis has not yet explained to the project managers
• Assist with data collection, organization, and financial profiling for diligence engagements
• Act as a point of contact for client requests: acknowledge them promptly, schedule meetings, and send client communications where applicable
• 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
• An entrepreneurial mindset: you look for faster, cleaner ways to do the work, automate what repeats, and share what you build

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
• Real ownership from the start – responsibility moves down as soon as you are ready for it
• Fast-paced consulting environment with strong career development opportunities

ABOUT US

Xerxes Global Holdings is comprised of the following businesses:

EBM Software delivers performance software solutions that drive growth for private equity funds, investment banks, and middle market to large corporations.

Blue Ops specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies, etc.

XGS is our new data science and artificial intelligence business headquartered in Dublin, Ireland that focuses on developing and productizing advanced analytics for clients.

The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA), the Shopper Insights Management Association (SIMA), the Retail Dieticians Business Alliance (RDBA), and the Space Planning Association (SPA).

Employees here are an elite group of bright, strategic thinkers. They are encouraged to take the ball and run with it, and there’s no question your impact can be felt. Our employees are highly valued on an individual level and are constantly pushed to grow and continuously move onward and upward in their careers. Here, you’ll work with top-level executives and thought leaders, making connections, and continually learning. We do everything possible to ensure you can grow and shine in your role.

Xerxes Global, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.