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Xerxes Global · 3 days ago

Associate

positionBloomington, Minnesota, United States
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$63K/yr - $94K/yr
date2+ years exp

Xerxes Global is a leading M&A consulting firm specializing in value creation, due diligence, and analytics. They are seeking an Associate to provide transaction-focused financial analysis, modeling, and diligence support across M&A client engagements.

FinanceFinancial ServicesVenture Capital

Responsibilities

Lead data collection, organization, and financial profiling for M&A and diligence engagements
Manage Analyst resources on execution teams
Support buy-side and sell-side financial due diligence, including QoE, EBITDA, and working capital analysis
Lead work product timeline execution (monitoring, tracking, delivery)
Support the implementation of deal-related financial and reporting processes with clients
Analyze operational and financial data to provide insights into transaction risks and value drivers
Lead preparation and delivery of client presentations regarding diligence findings, performance, and recommendations
Assist on transaction models, internal acquisitions, and deal execution support

Qualification

Financial analysisFinancial modelingDue diligenceExcel proficiencyCPACFACMAProblem-solvingCommunication skillsTeam collaboration

Required

Bachelor's degree in Accounting or Finance
2–3 years of experience in transaction advisory, financial diligence, investment banking, audit, or corporate finance
Proficiency in Excel, PowerPoint, and financial analysis tools (e.g., Power Platform, Alteryx)
Strong financial statement analysis, modeling, and diligence fundamentals
Ability to communicate across internal teams and external stakeholders, including C-suite executives and PE sponsors
Strong problem-solving skills and the ability to use data and financial analysis to drive client value
Capable of multi-tasking across multiple deal workstreams
Comfortable operating in fast-paced, ambiguous transaction environments
Communicates effectively with colleagues 2–3 levels up/down and across disciplines
Contributes to a collaborative, high-performing team culture
Strong client-first mindset

Preferred

CPA, CFA, or CMA preferred

Benefits

Comprehensive benefits package

Company

Xerxes Global

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Xerxes Global is a capital-raising company that operates in venture capital, software, cloud, and video production services.
dateFounded in 2010
location
Minneapolis, Minnesota, USA
people-size51-200 employees
web-link
https://xerxesglobal.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Ashley (Irvin) McGhee
Recruiting Partner
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Emily Callahan
Chief Innovation & Administration Officer
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Company data provided by crunchbase