Manager Financial Due Diligence

Xerxes Global•Charlotte, NC

About The Position

Blue Ops Partners is a mergers and acquisitions advisory firm serving private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. The firm specializes in strategic FP&A advisory, due diligence, operational finance, and business analytics, working with small to mid-sized businesses to strengthen financial discipline, reporting accuracy, and scalable processes. The Financial Due Diligence Manager leads engagements and workstreams, guides junior team members, and serves as a client contact. The role oversees Quality of Earnings and other transaction analyses, synthesizes findings into clear reports, and helps buyers, sellers, and investors understand the implications of financial results. The manager may also work across other consulting areas, including advanced data modeling, portfolio-company value creation, forecasting, and budgeting. The position contributes to business development through relationship building, proposal work, and practice growth.

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 while keeping teams on track and clients informed.
Strong executive presence and communication skills, including the ability to lead client meetings, present findings to C-suite executives, and explain complex financial concepts.
Interest in data and in using AI and emerging tools to improve client service and efficiency.
Intellectual curiosity and commitment to lifelong learning, including keeping current with deal trends, investor strategies, and market forces.
High standards, strong attention to detail, and an interest in understanding the causes behind findings.
Leadership skills, including developing junior talent and building a culture of accountability and growth.
Ownership mentality and interest in contributing 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 large datasets, pivot tables, and building clean, auditable workpapers.
Proficiency in the broader 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.
Oversee Quality of Earnings and other key financial analyses for buy-side and sell-side transactions.
Identify issues in financial analyses and synthesize findings into clear, compelling reports.
Guide, develop, and manage junior team members, promoting accountability and growth.
Serve as a trusted client contact and lead client meetings.
Present findings to C-suite executives and explain financial concepts to varied audiences.
Manage multiple projects, teams, client communications, and deadlines.
Contribute to projects in advanced data modeling, portfolio-company value creation, forecasting, and budgeting.
Build client relationships, contribute to proposals, and participate in business development and practice growth.
Travel as needed; limited travel is anticipated.

Benefits

Annual discretionary bonus eligibility.
Three medical insurance options paired with a Health Savings Account.
Dental insurance with 100% in-network preventive care.
Vision insurance.
Retirement plan with a 3% employer contribution, eligible after six months of employment.
Professional development reimbursement, eligible after six months.
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 for the week of Thanksgiving, the week between Christmas and New Year’s, and one additional flexible week per year.