Manager, M&A Transaction Advisory

Xerxes Global•Bloomington, MN

About The Position

Blue Ops Partners is hiring a Manager for its M&A Transaction Advisory team. The Manager owns client engagements end-to-end and serves as the primary point of contact for private equity sponsors and investment banking clients. The role combines hands-on financial analysis and data modeling with engagement leadership, client communication, team development, and oversight of project delivery. The Manager scopes engagements with clients and project leads, including plans, timelines, and budgets; leads the team’s modeling and data work; monitors project risks; and reviews deliverables before they reach clients. The Manager presents findings and recommendations, uses AI and Blue Ops’ proprietary analytics tools, and coaches Associates and Senior Associates. The role is positioned as a hands-on leadership opportunity with a path to senior leadership. Travel is typically 5–20%, depending on the engagement mix.

Requirements

Strong project management skills, including the 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 organizational levels.
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.
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 associated data modeling and analytics.

Nice To Haves

CPA strongly preferred.
CFA or MBA is a plus.
Preferred exposure to Power BI, Alteryx, or SQL.

Responsibilities

Own client engagements from kickoff through delivery and serve as the primary client point of contact.
Scope engagements with clients and project leads, including plans, timelines, and budgets.
Lead teams performing financial modeling and data analysis, and ensure work is appropriately assigned.
Monitor engagement risks and address issues before they affect the project.
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

Annual discretionary bonus eligibility.
Medical insurance with three HealthPartners High Deductible Health Plan options paired with a Health Savings Account.
Dental insurance through Principal PPO, with 100% in-network preventive care.
Vision insurance through Principal / VSP PPO.
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.