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Xerxes Global

Senior Associate

Posted 12 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Mid level
Hybrid
Charlotte, NC, USA
Mid level
Support clients in finance and accounting functions, assist in month-end close, reconciliations, financial reporting, and data analysis, while collaborating with client teams and enhancing processes.
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THE ROLE

Blue Ops is seeking a Senior Associate to support clients in building disciplined, efficient, and accurate finance and accounting functions. This role is ideal for someone with a strong accounting foundation who enjoys solving operational finance problems, improving processes, and working directly with clients.

As a Senior Associate, you will support the month-end close process, assist with reconciliations and reporting, analyze financial data, document processes, and partner with client teams to enhance structure and scalability. You will work under the guidance of Managers and help execute engagement deliverables across multiple industries.

WHAT YOU’LL DO

  • Assist with month-end close activities, including preparation of journal entries, reconciliations, and supporting schedules
  • Support the development of GAAP-compliant financial statements and internal reporting packages
  • Analyze financial and operational data to identify trends, risks, and actionable insights
  • Support working capital operations—including cash, AR/AP, inventory, and accruals
  • Help document and enhance internal controls, accounting processes, and month-end workflows
  • Prepare schedules and materials for board decks, lender reporting, and compliance certificates
  • Client Advisory & Project Execution
  • Support Managers in delivering client presentations, analyses, and recommendations
  • Work closely with client accounting teams to train, support, and reinforce process adoption
  • Support project workstreams and help ensure deliverables, timelines, and quality expectations are met
  • Collaborate with internal teams to drive execution, communicate risks, and maintain engagement organization
  • Participate in internal training and development programs and help build Blue Ops’ financial operations methodologies
  • Contribute to a collaborative, high-performing team environment aligned with continuous improvement

WHAT IT TAKES

Blue Ops is a fast-growing consulting firm where team members roll up their sleeves, adapt quickly, and deliver meaningful results. To succeed in this role, you must demonstrate:

  • Strong accounting fundamentals and analytical ability
  • Excellent written and verbal communication skills
  • High attention to detail and comfort navigating ambiguity
  • Ability to manage multiple tasks across engagements with varying complexities
  • Strong problem-solving ability grounded in data
  • Ability to build relationships with clients and internal stakeholders
  • Interest in learning financial operations, systems, and process improvement
  • Desire to grow into leading workstreams and eventually owning client deliverables

WHAT YOUR RESUME SHOWS

  • Bachelor’s degree in accounting or finance (Accounting strongly preferred)
  • 3–4+ years of relevant experience in accounting, audit, or financial operations
  • CPA, CMA, or progress toward certification is a plus
  • Strong proficiency in Excel, PowerPoint, and financial systems
  • Experience with BI tools such as Power BI, Fabric, or Alteryx is a plus
  • Experience in month-end close, reconciliations, and financial reporting
  • Exposure to FP&A, budgeting, or forecasting is beneficial but not required
  • Consulting, advisory, or client-facing experience is a plus

Top Skills

Alteryx
Excel
Fabric
Financial Systems
Power BI
PowerPoint

Xerxes Global Charlotte, North Carolina, USA Office

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

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