Transaction Advisory Associate

Xerxes Global

. Support buy-side and sell-side financial due diligence engagements, including Quality of Earnings (QoE), EBITDA, and working capital analysis .

Posted 11/4/2026full-timeCharlotte • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, including Quality of Earnings analysis and financial modeling, while effectively communicating insights and managing client interactions. Proficient in advanced Excel and familiar with analytics tools to support transaction advisory and M&A processes.

Highest-signal resume keywords

Financial Due DiligenceFinancial ModelingAdvanced Excel ProficiencyTransaction AdvisoryClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisQuality of Earnings AnalysisEBITDA AnalysisWorking Capital AnalysisData Analysis

Soft Skills

Entrepreneurial MindsetClear Communication

Tools & Technologies

Power BIAlteryxSQL

Certifications & Qualifications

CPACFACMA

Industry Keywords

M&APrivate EquityTransaction RisksFinancial ProfilingEngagement Management

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Support buy-side and sell-side financial due diligence engagements, including Quality of Earnings (QoE), EBITDA, and working capital analysis
Own the first version of every deliverable, formatted in the Blue Ops template, tied out, and carrying a drafted takeaway for each schedule
Build and maintain financial models and Excel-based analyses
Analyze financial and operational data to identify transaction risks, trends, and value drivers
Bring unexplained gaps and outliers to project managers
Assist with data collection, organization, and financial profiling for diligence engagements
Act as a point of contact for client requests, including acknowledging requests, scheduling meetings, and sending client communications
Support preparation of client presentations and diligence reports
Help manage engagement timelines and deliverables across deal teams
Collaborate with internal team members and clients to support deal execution and transaction analysis

Requirements

What you’ll need

1.5–4 years of experience in transaction advisory, financial diligence, consulting, investment banking, audit, or corporate finance
Background from Big 4 or mid-tier accounting firms, consulting firms, or strong corporate finance programs preferred
Strong financial statement analysis and financial modeling skills
Advanced Excel proficiency
Ability to analyze financial and operational data and communicate insights clearly
Strong interest in M&A, private equity, and transaction advisory
An entrepreneurial mindset: you look for faster, cleaner ways to do the work, automate what repeats, and share what you build
Exposure to analytics tools or financial reporting technologies such as Power BI, Alteryx, or SQL nice to have
CPA, CFA, or CMA (or progress toward certification) nice to have

Benefits

Comp & perks

Direct exposure to private equity transactions
Hands-on experience across the full M&A lifecycle
Opportunity to work with PE firms and portfolio company leadership
Real ownership from the start – responsibility moves down as soon as you are ready for it
Fast-paced consulting environment with strong career development opportunities