Manager, M&A Transaction Advisory
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. Its work includes financial due diligence, Quality of Earnings, sale processes, strategic FP&A advisory, operational finance, and business analytics. The Manager on the M&A Transaction Advisory team owns client engagements from planning through delivery and serves as the primary client contact. The role includes scoping engagements, establishing plans, timelines, and budgets, transforming target-company financial data into deal-ready analysis, leading teams responsible for modeling and data work, monitoring engagement risks and economics, reviewing client deliverables, and presenting findings and recommendations. The Manager uses AI and Blue Ops’ proprietary analytics tools and coaches Associates and Senior Associates. It is a hands-on leadership position intended for someone ready to own client relationships, develop teams, and grow into senior leadership. Travel is typically 5–20%, depending on engagement mix.
Requirements
- 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, financial 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 sense of ownership and accountability for client outcomes.
- 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.
- 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 the data modeling and analytics behind them.
Nice To Haves
- CPA strongly preferred.
- CFA or MBA is a plus.
- Exposure to Power BI, Alteryx, or SQL preferred.
Responsibilities
- Own client engagements from kickoff through delivery and serve as the primary point of contact.
- Scope engagements and develop plans, timelines, and budgets with clients and project leads.
- Transform target companies’ raw financial data into clean, deal-ready analysis.
- Lead teams performing financial modeling and data work, assigning people to appropriate problems.
- Monitor projects for risks and address potential issues before they become problems.
- Review client deliverables and present findings and recommendations.
- Use AI and Blue Ops’ proprietary analytics tools in client work.
- Coach, develop, and provide feedback to Associates and Senior Associates.
- Manage engagement economics, including deliverables, deadlines, utilization, and scope.
Benefits
- 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.
- Professional development reimbursement 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 the week of Thanksgiving, the week between Christmas and New Year’s, and one additional flexible week per year.
- Annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
