Teams at Xerxes Global

Lead end-to-end M&A transaction advisory engagements, manage client relationships, supervise and coach diligence teams, perform Quality of Earnings and financial modeling, apply AI-driven analytics, manage engagement economics, and present findings and recommendations to clients.

Lead client analytics engagements end-to-end, manage and mentor analytics teams, design data platforms and ETL, deliver dashboards and insights (Power BI/Tableau), perform SQL/Python/R analysis, ensure governance and project delivery, and translate findings into strategic recommendations. Travel ~5-10%.

Manage accounting operations and GAAP compliance for private equity portfolio clients. Lead month-end/year-end close, reconciliations, audit support, financial analysis, modeling, cash management, KPI reporting, ERP implementations, and client/stakeholder engagements while mentoring teams and expanding client relationships.