Manager, Financial Due Diligence

Xerxes Global

. Spearhead and lead financial due diligence engagements .

Posted 11/6/2026full-timeUnited StatesMid-LevelSenior💰 $108,675 - $170,940 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, accounting, and financial statement analysis, with a strong ability to lead complex projects and synthesize findings into compelling reports. Proven track record in managing client relationships, developing junior talent, and delivering high-quality work under tight deadlines.

Highest-signal resume keywords

Financial Due DiligenceQuality Of Earnings (QofE)Advanced Excel ProficiencyCPA License ProgressData Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisData ModelingForecastingBudgetingAnalytical CuriosityProject ManagementClient PresentationsBusiness DevelopmentAttention To DetailEngagement Leadership

Soft Skills

Executive PresenceCommunication SkillsTeam DevelopmentOwnership MentalityRelationship Building

Tools & Technologies

Microsoft ExcelMicrosoft Power PivotAlteryxMicrosoft OfficePowerPoint

Certifications & Qualifications

Bachelor’s Degree In AccountingBachelor’s Degree In FinanceCPA LicenseCFA Designation

Industry Keywords

Financial AnalysisDue DiligenceAuditConsultingClient Engagement

About the role

Key responsibilities & impact

Spearhead and lead financial due diligence engagements
Own workstreams and guide junior team members
Serve as a trusted point of contact for clients
Oversee Quality of Earnings and other key financial analyses
Synthesize findings into clear, compelling reports
Lead client conversations and help buyers, sellers, and investors understand deal implications
Contribute to advanced data modeling, portfolio company value creation, forecasting, and budgeting projects
Build business relationships and contribute to proposals and client pitches
Help grow and shape the Blue Ops practice

Requirements

What you’ll need

Deep command of accounting and financial statement analysis
Ability to lead complex Quality of Earnings (QofE) workstreams and independently identify issues
Ability to manage multiple projects simultaneously
Strong executive presence and communication skills
Ability to lead client meetings and present findings to C-suite executives
Ability to translate complex financial concepts for any audience
Interest in data, AI, and emerging tools
High standards, attention to detail, and analytical curiosity
Ability to develop junior talent and build accountability
Ownership mentality extending to client relationships, team development, and firm building
Ability to travel on an as-needed basis; limited travel anticipated
5–10 years of progressive experience in audit, financial due diligence, or similar roles at a top accounting/consulting firm
Meaningful experience in a financial due diligence role
Track record of leading engagements, managing junior staff, owning client relationships, and delivering high-quality work under deadlines
Bachelor’s degree in Accounting or Finance
Progress toward or completion of CPA license
CFA designation preferred but not required
Advanced Excel proficiency, including large datasets, pivot tables, and clean, auditable workpapers
Experience with data modeling and transformation, such as Microsoft Power Pivot or Alteryx, strongly preferred
Proficiency in Microsoft Office, including polished, client-ready PowerPoint deliverables
Prior business development involvement is a strong plus

Benefits

Comp & perks

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