Manager Financial Due Diligence

Xerxes Global•Chicago, IL

About The Position

Blue Ops Partners is a premier M&A advisory firm serving private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. The firm provides strategic FP&A advisory, due diligence, operational finance, and business analytics, working primarily with small to mid-sized businesses. The Financial Due Diligence Manager leads engagement 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 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, forecasting, and budgeting. Business development responsibilities include building relationships, contributing to proposals, and helping grow the practice. The position is listed in Chicago, Illinois; Minneapolis, Minnesota; and Charlotte, North Carolina. Limited travel may be required on an as-needed basis.

Requirements

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.
Deep command of accounting and financial statement analysis, with the ability to lead complex Quality of Earnings workstreams and identify issues independently.
Demonstrated experience leading engagements, managing junior staff, owning client relationships, and delivering high-quality work under deadlines.
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 explaining complex financial concepts to varied audiences.
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.
Strong attention to detail, high standards for personal and team work, and an interest in understanding the reasons behind findings.
Leadership ability and an ownership mentality extending to client relationships, team development, and practice growth.
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 current with deal trends, investor strategies, and market forces.

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, fostering accountability and growth.
Oversee Quality of Earnings and other key financial analyses for buy-side and sell-side transactions.
Synthesize analytical findings into clear, compelling reports.
Lead client conversations and explain the implications of financial findings to buyers, sellers, and investors.
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 of employment.
Health Savings Account paired with medical plan enrollment.
Professional development reimbursement after six months of employment 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 for the week of Thanksgiving, the week between Christmas and New Year’s, plus one additional flexible week per year.