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 leads engagements, owns workstreams, guides junior team members, and serves 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, compelling 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 participates in business development by building relationships, contributing to proposals, and helping grow the practice. Limited travel may be required on an as-needed basis. 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 varied audiences.
- Interest in data and in using AI and emerging tools to improve client service and efficiency.
- Intellectual curiosity and commitment to lifelong learning, including staying informed about deal trends, investor strategies, and market forces.
- High standards, attention to detail, and a drive to understand the reasons behind findings.
- Leadership ability to develop junior talent and build a culture of accountability and growth.
- Ownership mentality that extends to 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 financial due diligence experience.
- Demonstrated experience 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 and pivot tables and building clean, auditable workpapers.
- Proficiency in Microsoft Office, 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, own workstreams, and guide junior team members.
- Serve as a trusted point of contact for clients.
- Oversee Quality of Earnings and other key financial analyses for buy-side and sell-side transactions.
- Synthesize financial findings into clear, compelling reports.
- Present and explain findings and their deal implications to buyers, sellers, investors, and client executives.
- Contribute to consulting work in advanced data modeling, portfolio company value creation, and forecasting and budgeting.
- Build client relationships, contribute to proposals, and support business development and practice growth.
- Develop junior talent and foster accountability and growth.
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, including 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, and complimentary DataCamp access.
- 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 the week of Thanksgiving, 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
