Xerxes Global Logo

Xerxes Global

Finance Manager (Finance & Accounting)

Posted 12 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
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.
The summary above was generated by AI

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
     

THE PACKAGE

In addition to a very competitive base salary and bonus target, you will get access to a competitive benefits package.


THE OPPORTUNITY

Blue Ops is part of Xerxes Global, holding firm comprised of the following businesses:

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

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

The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA) and the Shopper Insights Management Association (SIMA).


Blue Ops services and solutions are based on the principle that “Great Results come from Disciplined Action.” We further believe that disciplined action can only come from strategies, tactics and execution developed through a deep understanding of each organization’s unique set of customers, products, processes and competitive positioning. Therefore, our engagements utilize a blend of proprietary business intelligence tools, change management techniques and executive insight to build the visibility, accountability, and coordination necessary to produce great results.


Blue Ops Partners, 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.

Top Skills

Erp
Financial Reporting Systems
Excel

Xerxes Global Charlotte, North Carolina, USA Office

101 N Tryon St, Charlotte, North Carolina, United States, 28246

Similar Jobs

4 Days Ago
In-Office
Charlotte, NC, USA
91K-146K Annually
Senior level
91K-146K Annually
Senior level
Fintech • Insurance • Financial Services
The Specialized Finance Manager oversees specialized finance operations, provides expert guidance, manages cross-functional projects, and ensures compliance with financial regulations while influencing strategic decisions.
Top Skills: EssbaseExcel
19 Days Ago
In-Office or Remote
United States
Senior level
Senior level
Biotech
The Manager, Lab Cost & Finance oversees lab costing models, supports financial analysis, manages costs, and advises on pricing strategies, while ensuring adherence to company policies.
Top Skills: ExcelMicrosoft PowerpointNetSuite
An Hour Ago
Hybrid
Charlotte, NC, USA
155K-410K Annually
Senior level
155K-410K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead data architecture strategies, drive innovation in data solutions, and oversee compliance with governance and security policies while collaborating with stakeholders to align technical solutions with business needs.
Top Skills: AWSDatabricksFastapiGoogle Cloud PlatformAzurePythonSnowflakeSQL

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account