Transaction Advisory Associate

Xerxes Global • Charlotte, NC

3d

About The Position

Blue Ops is seeking an Associate to join its growing M&A team in Charlotte. The role supports private equity transactions and M&A engagements, including financial diligence, transaction analysis, and deal execution for private equity firms and their portfolio companies. The Associate contributes to financial analysis, modeling, and diligence workstreams while working with experienced team members on transaction insights and client deliverables.

The position includes preparing first drafts of deliverables in the Blue Ops template, ensuring they are tied out and include a drafted takeaway for each schedule. The Associate also supports client communications, engagement coordination, presentations, and diligence reports. Blue Ops describes the role as offering direct private equity transaction exposure, hands-on experience across the M&A lifecycle, early ownership, and career development in a fast-paced consulting environment.

Requirements

• 1.5–4 years of experience in transaction advisory, financial diligence, consulting, investment banking, audit, or corporate finance.
• 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.
• Entrepreneurial mindset, including looking for faster and cleaner ways to work, automating repeatable tasks, and sharing what is built.

Nice To Haves

• Background from a Big 4 or mid-tier accounting firm, consulting firm, or strong corporate finance program.
• Exposure to analytics tools or financial reporting technologies such as Power BI, Alteryx, or SQL.
• CPA, CFA, or CMA credential, or progress toward certification.

Responsibilities

• Support buy-side and sell-side financial due diligence engagements, including Quality of Earnings (QoE), EBITDA, and working capital analysis.
• Prepare the first version of each deliverable in the Blue Ops template, tie it out, and draft a takeaway for each schedule explaining what it tells and why it matters.
• Build and maintain financial models and Excel-based analyses.
• Analyze financial and operational data to identify transaction risks, trends, and value drivers, and flag unexplained gaps and outliers to project managers.
• Assist with data collection, organization, and financial profiling for diligence engagements.
• Serve as a point of contact for client requests by acknowledging requests promptly, scheduling meetings, and sending client communications where applicable.
• 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.

Benefits

• Direct exposure to private equity transactions.
• Hands-on experience across the full M&A lifecycle.
• Opportunity to work with private equity firms and portfolio company leadership.
• Real ownership from the start, with responsibility increasing as the Associate is ready.
• Strong career development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed