Manager / Senior Manager, M&A Transaction Advisory
About The Position
Blue Ops Partners is a premier M&A transaction advisory firm serving as the most trusted partner to private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle — building the data models and analytics that power financial due diligence, Quality of Earnings, and sale processes on both the buy-side and sell-side. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients. Specializing in strategic FP&A advisory, operational finance, and business analytics, we partner with small to mid-sized businesses to drive financial discipline, enhance reporting accuracy, and build scalable processes that create lasting value. At Blue Ops, we’re building a team of high-impact operators who lead by example and develop the people around them. As a Manager or Senior Manager, you’ll own client engagements end-to-end, build and develop teams, and work alongside high-caliber peers who push you to grow sharper and faster. This is a place for those ready to step into real leadership and have the platform, tools, and team to make their impact felt.
Requirements
- Strong project management skills with the ability to lead multiple concurrent engagements
- Demonstrated ability to own client relationships and serve as 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 and ability to influence at multiple levels of an organization
- Confident application of AI and emerging technologies to client work
- Sound commercial judgment on engagement scope, timing, and quality
- Ability to manage engagement economics — deliverables, deadlines, utilization, scope
- Adaptability and comfort with ambiguity
- Strong sense of ownership and accountability for client outcomes
Nice To Haves
- 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 related field; CPA strongly preferred; CFA or MBA a plus
- Track record of leading client engagements from kickoff through delivery
- Experience managing and developing professional teams
- Advanced Excel and financial modeling skills; exposure to Power BI, Alteryx, or SQL preferred
- Experience supporting Quality of Earnings, financial diligence, or M&A transactions — particularly the data modeling and analytics behind them
Responsibilities
- Own client engagements end-to-end.
- Build and develop teams.
- Own the engagement, serving as the primary point of contact for private equity sponsors or investment banking clients.
- Scope new engagements, mapping out the plan, timeline, and budget.
- Transform raw financials into clean, deal-ready analysis.
- Lead the team doing the modeling and data work, ensuring the right people are on the right problems.
- Identify and mitigate risks.
- Present findings and recommendations to clients, telling the story the data reveals.
- Utilize AI and proprietary analytics tools to work faster and sharper.
- Coach Associates and Senior Associates.
Benefits
- Medical insurance: three HealthPartners High Deductible Health Plan options paired with a Health Savings Account (HSA)
- Dental insurance: Principal PPO plan with 100% in-network preventive care
- Vision insurance: Principal / VSP PPO plan
- Retirement plan: 3% employer contribution regardless of employee contribution (eligible after 6 months of employment)
- Health Savings Account (HSA) paired with medical plan enrollment
- Professional development reimbursement (eligible after 6 months)
- Complimentary Datacamp access for all employees
- Tuition reimbursement for approved advanced degrees aligned with the company’s mission
- Employee referral bonus program ($2,500 per successful referral)
- Company-paid basic life insurance and Accidental Death & Dismemberment coverage ($50,000 each)
- Optional short-term and long-term disability insurance
- 3 weeks of paid time off per calendar year
- 8 paid company holidays
- Summer Fridays: 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, plus one additional flexible week per year
- Annual discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
