Manager, Financial Due Diligence

Xerxes Global

. Execute financial due diligence and other engagements from inception to completion .

Posted 9/24/2026full-timeChicago • Illinois • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, including Quality of Earnings and financial modeling, while effectively managing client engagements and delivering comprehensive reports. Strong communication and collaboration skills are essential for fostering client relationships and leading cross-functional teams.

Highest-signal resume keywords

Financial Due DiligenceQuality Of Earnings AnalysisFinancial ModelingMS ExcelCPA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Due DiligenceQuality Of Earnings AnalysisFinancial ModelingData AnalysisReport Generation

Soft Skills

Excellent Communication SkillsMultitaskingAdaptabilityInfluencingTeam Collaboration

Tools & Technologies

MS ExcelMS PowerPointMS WordAlteryxMS Power Platform

Certifications & Qualifications

CPACFA (Preferred)

Industry Keywords

Technology IndustryM&A Due DiligenceCross-Functional EnvironmentsClient EngagementBusiness System Matters

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of relevant professional experience
Financial due diligence experience at a top firm
Experience in the Technology industry is a plus
Bachelor’s or Master’s degree in Accounting or a related major
CPA or in the process of obtaining a license
Progress toward/completion of CFA designation preferred but not required
Proven experience working in cross-functional environments
Strong working knowledge of MS Excel, MS PowerPoint, MS Word, Alteryx, MS Power Platform, etc.
Excellent communication skills across a range of disciplines and management levels
Ability to use data analysis to develop insights that drive client value
Strong writing skills with the ability to generate full due diligence reports
Ability to multitask across projects of varying scope and complexity
Adaptability and comfort with ambiguity
Ability to influence and drive consensus across organizational functional areas
Ability to execute engagements, including deliverable timelines, quality, customer satisfaction, and team effectiveness

Benefits

Comp & perks

No specific benefits, perks, or compensation extras stated