Manager, M&A Transaction Advisory

Xerxes Global•Charlotte, NC

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. It provides financial due diligence, Quality of Earnings, sale-process analytics, strategic FP&A advisory, operational finance, and business analytics. As a Manager on the M&A Transaction Advisory team, you own client engagements from scoping through delivery and serve as the primary client contact. You plan engagement timelines and budgets, lead teams performing financial modeling and data analysis, monitor project risks, review client deliverables, and present findings and recommendations. The role uses AI and Blue Ops’ proprietary analytics tools and includes coaching and developing Associates and Senior Associates. It is a hands-on leadership position with typical travel of 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, modeling, and advanced Excel skills.
Excellent communication skills and ability to influence at multiple organizational levels.
Confident application of AI and emerging technologies to client work.
Sound commercial judgment on 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.
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.
Lead teams performing financial modeling and data work, assigning the right people to the right problems.
Monitor engagement risks and address potential issues before they affect project outcomes.
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.
Professional development reimbursement, eligible 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.
Annual discretionary bonus.