Manager Financial Due Diligence

Xerxes Global • Chicago, IL

23h • $108,675 - $170,940

About The Position

Blue Ops Partners is an M&A advisory firm serving private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. The Financial Due Diligence Manager leads engagements, owns workstreams, guides junior team members, and acts as a trusted point of contact for clients making important financial decisions.

The role oversees Quality of Earnings and other financial analyses for buy-side and sell-side transactions, and synthesizes findings into clear reports. The manager contributes to client discussions by explaining the implications of financial findings for buyers, sellers, and investors. There are also opportunities to work across other consulting areas, including advanced data modeling, portfolio company value creation, and forecasting and budgeting. The position contributes to business development through relationship building, proposal work, and practice growth. Limited travel is anticipated, with travel required as needed.

Requirements

• Deep command of accounting and financial statement analysis, including the ability to lead complex Quality of Earnings workstreams and identify issues independently.
• Ability to manage multiple projects simultaneously and keep teams and clients informed.
• Strong executive presence and communication skills, including the ability to lead client meetings and present to C-suite executives.
• 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 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 skills, including developing junior talent and promoting accountability and growth.
• Ownership mentality extending beyond individual deals to client relationships, team development, and firm growth.
• 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 large datasets, 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 engagements and own financial due diligence workstreams.
• Guide and develop junior team members, building a culture of accountability and growth.
• Oversee Quality of Earnings and other key financial analyses for buy-side and sell-side transactions.
• Synthesize findings into clear, compelling reports and explain their implications to clients.
• Lead client meetings, present findings to C-suite executives, and translate complex financial concepts for different audiences.
• Manage multiple projects while keeping teams on track and clients informed.
• Build client relationships, contribute to proposals, and support business development and practice growth.
• Contribute to consulting work in areas such as advanced data modeling, portfolio company value creation, forecasting, and budgeting.
• Travel as needed.

Benefits

• Annual discretionary bonus eligibility.
• Medical insurance with HealthPartners high-deductible health plan options paired with a Health Savings Account.
• Dental insurance with a Principal PPO plan.
• Vision insurance with a Principal/VSP PPO plan.
• Retirement plan with a 3% employer contribution, eligible after six months of employment.
• 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.
• 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 weeks around Thanksgiving and Christmas/New Year’s, plus one additional flexible week per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager