Associate Financial Due Diligence

Xerxes Global is a premier M&A advisory firm that specializes in providing financial due diligence services. The Financial Due Diligence Associate will analyze financial data, scrutinize historical performance, and contribute to transaction processes while working closely with senior deal professionals.

Responsibilities

• You’ll dig deep into the financial stories behind businesses — scrutinizing historical performance, stress-testing projections, identifying risks hiding between the lines, and surfacing insights that move deals forward
• Your analysis won’t sit in a drawer. It will land in front of decision-makers and shape how transactions get done
• You’ll also have the opportunity to broaden your skillset through projects across other consulting verticals within Blue Ops, including advanced data modeling for buy and sell-side deals, portfolio company value creation, and forecasting / budgeting
• This role is about more than executing deals. We’re building a different kind of practice here, and the right person will help shape what that looks like
• That means contributing to how we work, how we win clients, and how we grow. If you’re energized by the idea of leaving your mark on a firm, not just a workstream, this is that opportunity

Skills

• Strong foundation in accounting and financial statement analysis, with the ability to move quickly and confidently through complex financials
• Able to manage multiple projects simultaneously without losing momentum or dropping details
• Composed under pressure and adaptable in fast-moving environments where no two deals look the same
• A clear communicator who can walk a CFO or a first-time buyer through a complex QoE adjustment with equal confidence
• Genuinely excited about data and curious about how AI and emerging tools can raise the bar on client service and efficiency
• Intellectually curious and committed to lifelong learning, including developing a real understanding of deal context, investor thinking, and the broader strategic picture behind every engagement
• Personal pride in the quality of your work, with serious attention to detail and a need to understand the 'why' behind every number
• A team builder who fosters a collaborative, high-performing environment and is invested in the professional growth of the people around you
• Ability to travel on an as-needed basis (limited travel anticipated)
• 1-3 years of experience in audit, financial due diligence or similar roles at a top accounting / consulting firm
• Bachelor's degree in Accounting or Finance
• Progress toward/completion of CPA license. CFA designation preferred but not required
• Proficiency in Excel at an advanced level: large datasets, pivot tables, and the ability to build clean, auditable workpapers. Experience with data modeling and transformation (e.g., Microsoft Power Pivot, Alteryx) preferred
• Proficiency in the broader Microsoft Office suite, including PowerPoint
• CFA designation preferred but not required
• Experience with data modeling and transformation (e.g., Microsoft Power Pivot, Alteryx) preferred

Benefits

• All hired individuals are eligible for an annual discretionary bonus.
• Medical insurance: three HealthPartners High Deductible Health Plan options paired with a Health Savings Account (HSA)
• Dental insurance: Principal PPO plan with 100% in-network preventive care
• Vision insurance: Principal / VSP PPO plan
• Retirement plan: 3% employer contribution regardless of employee contribution (eligible after 6 months of employment)
• Health Savings Account (HSA) paired with medical plan enrollment
• Professional development reimbursement (eligible after 6 months) and complimentary Datacamp access for all employees
• Tuition reimbursement for approved advanced degrees aligned with the company’s mission
• Employee referral bonus program ($2,500 per successful referral)
• Company-paid basic life insurance and Accidental Death & Dismemberment coverage ($50,000 each)
• Optional short-term and long-term disability insurance
• 3 weeks of paid time off per calendar year
• 8 paid company holidays
• Summer Fridays: early release at noon between Memorial Day and Labor Day (subject to workload and client deliverables)
• Work From Anywhere: the week of Thanksgiving, the week between Christmas and New Year’s, plus one additional flexible week per year
• Insurance coverage begins the 1st of the month following 30 days of employment.

Company Overview