Xerxes Global

Financial Planning and Analysis

• Serve in senior leadership-level interim roles for clients
• Lead client finance and accounting functions, aligning financial strategy with business priorities and value creation initiatives
• Oversee accounting operations, including general ledger management, month-end and year-end close, reconciliations, and financial statement preparation
• Ensure accuracy and integrity of balance sheet, income statement, and cash flow reporting
• Maintain and enhance internal controls, accounting policies, and standardized procedures
• Oversee cash management, treasury, working capital, and cash flow forecasting
• Guide capital allocation and investment decisions
• Oversee annual audits and coordinate with external auditors, tax advisors, and banking partners
• Manage lender reporting and covenant compliance
• Drive process improvements to increase efficiency, strengthen financial accuracy, and reduce close cycles
• Lead budgeting, forecasting, long-term financial planning, and variance analysis with executive leadership and operations
• Provide strategic financial insights and recommendations to improve performance, manage risk, and support growth
• Mentor and develop finance and accounting teams
• Serve as a key financial partner to private equity sponsors and portfolio company leadership, communicating performance, priorities, and progress against value creation plans

In-seat CFO

• Execute financial due diligence and other engagements from inception to completion
• Manage and prioritize multiple client-work deadlines
• Ensure engagement objectives, deliverables, and deadlines are achieved
• Monitor project progress, identify and mitigate risks, and address project-related issues
• Execute Quality of Earnings, Net Working Capital, and Debt and Debt-like analyses
• Analyze operational and financial data to provide insights into business performance
• Support client M&A due diligence with financial modeling, analysis, and data reviews
• Generate comprehensive due diligence reports with financial findings and recommendations
• Serve as a client contact point, address concerns, and provide regular updates
• Deliver client presentations on performance, findings, and recommendations
• Advise clients on business system matters with the technology team
• Assist with financial due diligence practice growth through training materials and proposals
• Lead training sessions and refine client deliverables
• Delegate client work and train Blue Ops team members
• Foster a collaborative, high-performing team environment
• Expand existing client relationships and collaborate with internal teams on business development

Manager, Financial Due Diligence

• Execute financial due diligence and other engagements from inception to completion
• Manage and prioritize multiple deadlines for client work
• Ensure engagement objectives, deliverables, and deadlines are achieved
• Monitor project progress, identify and mitigate risks, and address project-related issues
• Execute Quality of Earnings, Net Working Capital, and Debt and Debt-like analyses
• Analyze operational and financial data to provide insights into clients’ business performance
• Support client M&A due diligence through financial modeling, analysis, and data reviews
• Generate comprehensive due diligence reports with financial findings and recommendations
• Serve as a client contact point, address concerns, and provide regular updates
• Present performance, findings, and recommendations to clients
• Advise clients on business system matters with the technology team
• Assist with financial due diligence practice growth by developing training materials and proposals
• Lead training sessions and refine client deliverables
• Delegate client work and train Blue Ops team members in financial due diligence
• Foster a collaborative, high-performing team environment
• Expand relationships with existing clients and collaborate with internal teams on business development