Teams at Xerxes Global

Own M&A transaction advisory engagements for private equity and investment banking clients, serving as the primary client contact and leading financial modeling, data analysis, Quality of Earnings, and diligence deliverables. Manage scope, budgets, timelines, engagement economics, and project risks while coaching team members and presenting findings. Apply AI and analytics tools to improve client work and support transaction outcomes.

Manages client accounting and finance operations, including month-end close, reconciliations, GAAP compliance, technical accounting, reporting, audits, cash management, forecasting, and financial modeling. Advises private equity portfolio companies, improves processes, supports ERP implementations, develops KPI reporting, and partners with executives, boards, and stakeholders. Leads accounting and finance teams, manages client relationships, and identifies opportunities to expand engagements.

Leads finance and accounting value creation initiatives for private equity portfolio companies. Responsibilities include overseeing month-end and year-end close, reconciliations, GAAP compliance, technical accounting, reporting, audits, financial analysis, modeling, forecasting, cash management, KPI reporting, and ERP implementations. The role advises executives, boards, sponsors, and portfolio company leaders while managing client relationships, developing finance teams, and identifying opportunities to expand engagements.