Manager Financial Due Diligence
About The Position
Blue Ops Partners is a mergers and acquisitions advisory firm serving private equity firms, investment banks, and portfolio companies. The Financial Due Diligence Manager will lead engagements, own workstreams, guide junior team members, and act as a trusted client contact. The role oversees Quality of Earnings and other financial analyses for buy-side and sell-side transactions, then synthesizes findings into clear reports and explains their implications to buyers, sellers, and investors. The manager may also contribute to other consulting areas, including advanced data modeling, portfolio company value creation, and forecasting and budgeting. The role contributes to business development through relationship building, proposal work, and practice growth. Limited travel is anticipated, as needed. The position is based in Chicago, Minneapolis, or Charlotte.
Requirements
- Deep command of accounting and financial statement analysis, including the ability to lead complex Quality of Earnings workstreams and independently identify issues.
- Ability to manage multiple projects simultaneously while keeping teams on track and clients informed.
- Strong executive presence and communication skills, including leading client meetings, presenting to C-suite executives, and translating complex financial concepts for different audiences.
- Interest in data and curiosity about using AI and emerging tools to improve client service and efficiency.
- Intellectual curiosity and commitment to lifelong learning, including keeping up with deal trends, investor strategies, and market forces.
- High standards, attention to detail, and a drive to understand the reasons behind findings.
- Leadership skills, including developing junior talent and building accountability and growth.
- Ownership mentality encompassing client relationships, team development, and firm building.
- Ability to travel as needed.
- 5–10 years of progressive experience in audit, financial due diligence, or similar roles at a top accounting or consulting firm, including meaningful FDD experience.
- Track record of leading engagements, managing junior staff, owning client relationships, and delivering high-quality work under deadlines.
- Bachelor’s degree in Accounting or Finance.
- Progress toward or completion of a CPA license.
- Advanced Excel proficiency, including working with large datasets, pivot tables, and creating clean, auditable workpapers.
- Proficiency in the Microsoft Office suite, including creating polished, client-ready PowerPoint deliverables.
Nice To Haves
- CFA designation.
- Experience with data modeling and transformation tools such as Microsoft Power Pivot or Alteryx.
- Prior business development involvement, such as proposal writing, relationship building, or client pitches.
Responsibilities
- Lead financial due diligence engagements and own workstreams.
- Guide and develop junior team members.
- Oversee Quality of Earnings and other key analyses for buy-side and sell-side transactions.
- Synthesize financial findings into clear, compelling reports.
- Lead client conversations and explain financial findings and their implications to buyers, sellers, investors, and C-suite executives.
- Manage multiple projects, keeping teams on track and clients informed.
- Contribute to other consulting work, including advanced data modeling, portfolio company value creation, forecasting, and budgeting.
- Build client relationships, contribute to proposals, and support business development and practice growth.
- Travel as needed; limited travel is anticipated.
Benefits
- Annual discretionary bonus eligibility.
- Medical insurance with three HealthPartners High Deductible Health Plan options paired with a Health Savings Account.
- Dental insurance through a Principal PPO plan, with 100% in-network preventive care.
- Vision insurance through a Principal / VSP PPO plan.
- Retirement plan with a 3% employer contribution regardless of employee contribution, eligible after six months.
- Professional development reimbursement, eligible after six months.
- Complimentary Datacamp access for all employees.
- Tuition reimbursement for approved advanced degrees aligned with the company’s mission.
- Employee referral bonus of $2,500 per successful referral.
- Company-paid basic life insurance and Accidental Death & Dismemberment coverage of $50,000 each.
- Optional short-term and long-term disability insurance.
- Three weeks of paid time off per calendar year.
- Eight paid company holidays.
- Summer Fridays with early release at noon between Memorial Day and Labor Day, subject to workload and client deliverables.
- Work from anywhere during Thanksgiving week, the week between Christmas and New Year’s, and one additional flexible week per year.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
