Manager, M&A Transaction Advisory

Xerxes Global • Chicago, IL

1d

About The Position

Blue Ops Partners is a transaction advisory firm serving private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. The firm builds data models and analytics for financial due diligence, Quality of Earnings, and buy-side and sell-side processes, and provides strategic FP&A advisory, operational finance, and business analytics services.

As a Manager on the M&A Transaction Advisory team, you own client engagements end-to-end and serve as the primary client contact. You scope engagements, develop plans, timelines, and budgets, lead modeling and data work, allocate team members, monitor project risks, and review client deliverables. You present findings and recommendations, use AI and proprietary analytics tools in client work, and coach and develop Associates and Senior Associates. This hands-on leadership role is intended for someone ready to own client relationships, build teams, and grow into senior leadership. Typical travel is 5–20%, depending on engagement mix.

Requirements

• 5–10 years of progressive experience in transaction advisory, financial diligence, investment banking, private equity, corporate finance, or consulting.
• Undergraduate degree in Accounting, Finance, or a related field.
• Strong project management skills and ability to lead multiple concurrent engagements.
• Demonstrated ability to own client relationships and serve as the primary point of contact.
• Track record of coaching, developing, and giving feedback to junior team members.
• Strong financial analysis, modeling, and advanced Excel skills.
• Excellent communication skills and ability to influence at multiple levels of an organization.
• Confident application of AI and emerging technologies to client work.
• Sound commercial judgment regarding engagement scope, timing, and quality.
• Ability to manage engagement economics, including deliverables, deadlines, utilization, and scope.
• Adaptability and comfort with ambiguity.
• Strong ownership and accountability for client outcomes.
• Track record of leading client engagements from kickoff through delivery.
• Experience managing and developing professional teams.
• Experience supporting Quality of Earnings, financial diligence, or M&A transactions, particularly related data modeling and analytics.

Nice To Haves

• CPA strongly preferred.
• CFA or MBA is a plus.
• Experience with Power BI, Alteryx, or SQL preferred.

Responsibilities

• Own client engagements from scoping through delivery, including plans, timelines, and budgets.
• Serve as the primary point of contact for private equity sponsors and investment banking clients.
• Lead financial modeling and data work, transforming target-company financials into deal-ready analysis.
• Assign team members to project work and monitor engagement progress and risks.
• Review client deliverables and present findings and recommendations.
• Use AI and Blue Ops’ proprietary analytics tools in client work.
• Coach and develop Associates and Senior Associates.
• Manage engagement economics, including deliverables, deadlines, utilization, and scope.

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, eligible after six months of employment.
• Complimentary DataCamp access for all employees.
• 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.

What This Job Offers

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