Finance and Accounting Manager

EBM Software; Chicago, Northern (IL, KY); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Blue Ops Partners seeks an experienced Finance and Accounting Manager to lead client accounting operations, close cycles, and GAAP-compliant reporting. You will partner with private equity sponsors and portfolio leadership to deliver analytics, forecasting, and process improvements across multiple industries.

You will combine hands-on accounting expertise with strategic advisory duties, mentoring teams and expanding client relationships.

Qualifications

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

Responsibilities

• Lead and oversee accounting operations for clients, including close cycles and internal controls.
• Ensure GAAP compliance, accurate accounting, and high-quality reporting.
• Serve as 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 key contact for executives, boards, and PE stakeholders.
• Lead, mentor, and develop accounting and finance teams.
• Identify opportunities to expand client engagements and services.
• Oversee cash management: payables, receivables, treasury, fixed assets, cash flow.
• Develop KPI tracking and operational reporting cadences.

Skills

Accounting leadership

Communication skills

Data analysis

Cross-functional collaboration

Client relationship management

Problem solving

Attention to detail

GAAP knowledge

Education

Bachelor's in Accounting/Finance

CPA/CFA/CMA preferred

Tools

MS Excel

ERP systems

Financial reporting software

Job description

ABOUT

Blue Ops Partners specializes in M&A and Office of the CFO value creation, including strategic FP&A advisory, operational finance, accountingand business analytics, partnering with private equity owned portfolio companies to deliver lasting impact. Since 2010, we have combined deep operationalexpertisewithcutting-edgetechnology 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 scalableprocessacrossportfoliocompanies.

THE ROLE

The Finance and Accounting Manager will be responsible for developing and executing key value creation initiatives within the finance and accounting function, Including accounting and finance process optimization, GAAP compliance, month-end close, financial analysis, modeling, and business process improvements. 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 asprimaryliaison between private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting in support of clientobjectives.
• 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.
• Identifyopportunities 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.
• Capableofmulti-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.
• Identifyopportunities foradditionalclient engagements and collaborate with business development teams to expand relationships.

WHAT YOUR RESUME SHOWS

• Big 4 or public accounting experiencestronglypreferred. Corporate accounting leadershipalsoconsidered.
• 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-endclose, technical accounting, financial reporting, and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advancedproficiencyin MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client relationships.

THE OPPORTUNITY

Blue Ops is part of Xerxes Global, holding firm comprised of the following businesses:

Blue Ops specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies and more.

EBM Software delivers performance software solutions that drive growth for private equity funds, investment banks and middle market to large corporations.

The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA) and the Shopper Insights Management Association (SIMA).

BLUE OPS services and solutionsare based on the principle that Great Results come from Disciplined Action. We further believe that disciplined action can only come from strategies, tactics and execution developed through a deep understanding of each organization’s unique set of customers, products, processes and competitive positioning. Therefore, our engagements utilize a blend of proprietary business intelligence tools, change management techniques and executive insight to build the visibility, accountability, and coordination necessary to produce great results.

BLUE OPS, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.