Finance and Accounting Manager

EBM Software; Chicago, Northern (IL, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Blue Ops Partners helps CFOs and PE-backed portfolio companies create value through strategic FP&A, accounting, and analytics. The Finance and Accounting Manager role combines hands-on accounting with advisory duties across multiple client engagements.

You will drive month-end close, GAAP compliance, financial analysis, and cross-functional process improvements, while partnering with technology teams on ERP design and implementation.

Qualifications

• Big 4 or public accounting experience strongly preferred.
• 5–10 years of progressive accounting and finance experience.
• Undergraduate B.S. Degree in Accounting & Finance; CPA/CFA/CMA preferred.
• Expertise in month-end close, technical accounting, financial reporting and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advanced proficiency in MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client relationships.

Responsibilities

• Lead and oversee accounting operations for clients, including month-end and year-end close, reconciliations, and internal controls.
• Ensure GAAP compliance, accurate technical accounting, high-quality financial reporting, and audit support.
• Serve as primary liaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting in support of client objectives.
• Partner with technology teams on ERP/accounting system design and implementation.
• Act as the key point of contact for executives, boards, and private equity stakeholders.
• Lead, mentor, and develop accounting and finance teams to ensure excellence in deliverables.
• Identify opportunities to expand client relationships and the scope of services.
• Oversee cash management activities, including accounts payable, accounts receivable, treasury, fixed asset investments, and cash flow forecasting.
• Develop KPI tracking and operational reporting cadences.

Skills

Effective communication

Data analysis

Multi-tasking

Adaptability

Influence & consensus

Engagement execution

Client relationship management

Team leadership

Business development collaboration

Education

Bachelor's in Accounting/Finance

CPA/CFA/CMA preferred

Tools

MS Excel

ERP systems

Financial reporting systems

Job description

ABOUT

Blue Ops Partners specializes in M&A and Office of the CFO value creation, including strategic FP&A advisory, operational finance, accounting and business analytics, partnering with private equity owned portfolio companies to deliver lasting impact. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients.

WHO WORKS AT BLUE OPS

Thisisaconsultingroleforanup-and-comingaccountingleaderwhothrivesinfast-paced,client-facingenvironmentsandcandrivefinancialdiscipline,reporting accuracy, and develop scalable process acrossportfoliocompanies.

THE ROLE

The Finance and Accounting Manager will responsiblefor developingandexecutingkeyvaluecreationinitiativeswithinthefinanceandaccountingfunction,Includingaccountingandfinanceprocessoptimization,GAAPcompliance,month-endclose,financialanalysis,modeling,andbusinessprocessimprovements. This role balances hands-on accounting expertise with strategic advisory responsibilities, partnering with clients across multiple industries.

Key responsibilities:

• Lead and oversee accounting operations for clients, including month-end and year-end close, reconciliations, and internal controls.
• Ensure GAAP compliance, accurate technical accounting, high-quality financial reporting, and audit support.
• Serve as primary liaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting in support of client objectives.
• Partner with technology teams on ERP/accounting system design and implementation.
• Act as the key point of contact for executives, boards, and private equity stakeholders.
• Lead, mentor, and develop accounting and finance teams to ensure excellence in deliverables.
• Identify opportunities to expand client relationships and the scope of services.
• Oversee cash management activities, including accounts payable, accounts receivable, treasury, fixed asset investments, and cash flow forecasting.
• Develop KPI tracking and operational reporting cadences.

QUALIFICATIONS

Blue Ops is a hands-on, growth-minded organization built on collaboration and accountability. We move quickly, dive deep, and partner closely with our clients to deliver lasting impact.Important competencies to effectively perform this role include:

• Communicate effectively internally and externally across a range of disciplines, and all levels of management.
• Ability to use data analysis to develop insights to drive client value.
• Capable of multi-tasking across projects of varying scope and complexity.
• Ability to adapt on the fly, and comfortable with ambiguity.
• Ability to influence and drive consensus across organizational functional areas.
• Effectively manage engagement execution (e.g. deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, team effectiveness).
• Serve as the primary point of contact for clients, addressing their concerns and providing regular updates.
• Foster a collaborative and high-performing team environment, promoting professional growth and development and continuous improvement.
• Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships.

WHAT YOUR RESUME SHOWS

• Big 4 or public accounting experience strongly preferred. Corporate accounting leadership also considered.
• 5–10 years of progressive accounting and finance experience.
• Undergraduate B.S. Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred
• Expertise in month-end close, technical accounting, financial reporting, and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advanced proficiency in MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client relationships.