Transaction Advisory Associate

Xerxes Global • Charlotte, NC

1d

About The Position

Blue Ops is hiring an Associate for its growing M&A team in Charlotte. The role provides direct exposure to private equity transactions and M&A engagements, supporting financial diligence, transaction analysis, and deal execution for private equity firms and their portfolio companies.

The Associate will contribute to financial analysis, modeling, and diligence workstreams alongside experienced team members. Responsibilities include preparing and maintaining analyses and deliverables, identifying transaction risks and value drivers, supporting client communications, and helping deal teams manage timelines and execution.

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 certification, 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.
• Own the first version of every deliverable using the Blue Ops template, ensuring it is tied out and includes a drafted takeaway for each schedule explaining what it shows 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 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 by acknowledging them 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 PE firms and portfolio company leadership.
• Real ownership from the start, with responsibility increasing as the Associate is ready.
• Fast-paced consulting environment with career development opportunities.

What This Job Offers

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