Finance and Analytics Manager

Xerxes Global; Chicago (IL); On-site; USD 114,000 - 171,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan with company  

Paid time off and holidays

Job summary

Blue Ops is hiring a Finance & Analytics Manager to lead finance processes, budgeting, forecasting, and analytics across client engagements in Chicago, IL or Minneapolis, MN.

You will build scalable reporting solutions using Power BI, DAX, SQL, and Python, develop financial models, and partner cross-functionally to drive strategic decisions within a growing firm.

Qualifications

• Experience in operational finance, FP&A, or accounting.
• Proficient in Excel and Power BI.
• Knowledge of DAX, SQL, or Python is a plus.
• Undergraduate degree in Finance or Accounting (CPA a plus).
• Experience with Private Equity-backed environments is advantageous.

Responsibilities

• Lead or support client projects from inception to completion.
• Develop project plans, timelines, and budgets with clients.
• Design and support implementation of finance and analytics processes.
• Create financial models to support planning and forecasting.
• Analyze financial statements and operational data to inform client decisions.
• Present findings and recommendations to clients.
• Build and maintain interactive dashboards (Power BI) for reporting.
• Perform data analysis using Excel, DAX, SQL, or Python to derive insights.
• Monitor progress, mitigate risks, and address issues.
• Manage 1–2 direct reports.

Skills

Operational finance

FP&A

Data analysis

Cross-functional collaboration

Excel

Power BI

DAX

SQL

Python

Education

Bachelor's in Finance/Accounting

Tools

Power BI

Excel

SQL

DAX

Python

Job description

Position: Finance & Analytics Manager

Company: Blue Ops

Location: Chicago, IL or Minneapolis, MN

Who Works At Blue Ops

At Blue Ops, we’re building a team of high-impact operators who lead by example and develop the people around them. As a Finance & Analytics Manager, you’ll work alongside high-caliber peers who push you to grow sharper and faster, with the platform, tools, and team to make your impact felt.

THE ROLE

Blue Ops is hiring a Finance & Analytics Manager. This role is grounded in operational finance and accounting - budgeting, forecasting, and financial statement-level analysis - paired with analytics, data modeling, and process optimization, with opportunities to support client-facing engagements and build scalable reporting solutions.

The Finance & Analytics Manager will work on developing key finance business processes and analytical frameworks for clients across multiple industry sectors. This position will provide financial analysis, financial statement and operational reporting, modeling, reporting automation (e.g., Power BI), and business process support.

Experience in private equity owned companies and coding (e.g., DAX, SQL, Python) to manipulate data or automate tasks is a plus. While leadership experience is not required, the ability to operate cross-functionally and work independently is key.

Responsibilities

• Lead or support client projects from inception to completion
• Develop project plans, timelines, and budgets in collaboration with clients
• Design, advise, and support implementation of finance and analytics processes
• Develop financial models to support strategic planning, budgeting, and forecasting
• Analyze operational and financial data - including financial statements - to inform client decisions
• Present findings and recommendations to clients
• Build and maintain interactive dashboards (e.g., Power BI) for client reporting
• Conduct data analysis using Excel and tools such as DAX, SQL, or Python to drive business insights
• Monitor project progress, identify & mitigate risk and address project-related issues
• Manage 1-2 direct reports

What It Takes

Blue Ops is a scaling company in the business management services and technology space. We care about results and are all eager to jump in and get our hands dirty. Important competencies to effectively perform this role include:

• Strong grounding in accounting and the three financial statements (P&L, balance sheet, cash flow)
• Strong written and verbal communication across levels
• Proficient in Excel, Power BI, and data storytelling
• Comfort working across multiple projects of varying complexity
• Ability to adapt in fast-paced or ambiguous environments
• Experience managing timelines, deliverables, and cross-functional communication
• 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
• Hands-on experience with DAX, SQL and/or Python (a plus - not required)

What Your Resume Shows

We value curiosity, ownership, and the ability to translate data into actionable insights. You might bring:

• 5-10 years of professional experience in operational finance, FP&A, or accounting
• Experience with FP&A: budgeting, forecasting, variance analysis
• Solid command of financial statements; month-end close, controllership, or public accounting exposure a plus
• Undergraduate B.S. in Finance, Accounting, or related field (Accounting strongly preferred; CPA a plus)
• Experience working with Private Equity Firms (e.g. directly or via Portfolio Company)
• Experience building dashboards and working with Power BI
• Experience in cross-functional or client-facing environments
• Proficiency in Microsoft Excel and PowerPoint
• SQL, DAX and/or Python proficiency a plus

THE PACKAGE

The base salary range for this position is $108,675-$153,725 in Minneapolis and Charlotte and $113,825-$170,940 in Chicago . Total compensation may also include variable compensation, i.e., annual bonus target and commission incentives. Individual pay will be determined based on factors such as skills, experience, and education. While the range listed reflects the target compensation for new hires, we may exercise flexibility to accommodate exceptional qualifications or circumstances.

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Life and disability insurance
• Additional perks tailored to your needs