Manager Financial Due Diligence

Xerxes Global•Bloomington, MN

About The Position

Blue Ops Partners is an M&A advisory firm supporting 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 to small and mid-sized businesses. The Financial Due Diligence Manager leads engagements, owns workstreams, guides junior team members, and serves as a client point of 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, investors, and executives. The position may also contribute to consulting work in advanced data modeling, portfolio company value creation, forecasting, and budgeting. The manager contributes to business development by building relationships, supporting proposals, and helping grow the practice. The role is based in Chicago, Minneapolis, or Charlotte, with limited travel anticipated 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, including the ability to lead complex Quality of Earnings workstreams and identify issues.
Demonstrated experience leading engagements, managing junior staff, owning client relationships, and delivering high-quality work under deadlines.
Ability to manage multiple projects simultaneously and keep teams and clients on track.
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 creating clean, auditable workpapers.
Proficiency in Microsoft Office, including creating polished, client-ready PowerPoint presentations.
Strong attention to detail, high standards, intellectual curiosity, and commitment to lifelong learning.
Interest in data and curiosity about applying AI and emerging tools to improve client service and efficiency.
Ability to develop junior talent and contribute to client relationships, team development, and firm growth.
Ability to travel on an as-needed basis.

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, promoting accountability and growth.
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.
Lead client conversations and explain the meaning and deal implications of financial findings.
Manage multiple projects, keep teams on track, and keep clients informed.
Contribute to work across other consulting areas, 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.
Health Savings Account paired with medical plan enrollment.
Professional development reimbursement 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 for the week of Thanksgiving, the week between Christmas and New Year’s, and one additional flexible week per year.