Lead Financial Due Diligence Manager — QofE & Deal Insights

Xerxes Global; Chicago (IL); On-site; USD 109,000 - 171,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

HSA

Professional development reimbursement

Tuition reimbursement

Employee referral bonus

Job summary

Blue Ops Partners seeks a Financial Due Diligence Manager to lead engagements, oversee QofE workstreams, and mentor junior staff. You will guide client conversations, translating complex numbers into deal-focused insights that drive strategic decisions across buy-side and sell-side transactions.

The role also offers opportunities to broaden skills in advanced data modeling, portfolio value creation, forecasting, and budgeting, with meaningful business-development responsibilities and potential

Qualifications

• Lead complex QofE workstreams and identify issues independently.
• Manage multiple projects, keeping teams and clients aligned.
• Present findings to C-suite and translate financial concepts.
• Interest in data and AI tools to elevate client service.
• Stay abreast of deal trends and investor strategies.

Responsibilities

• Spearhead engagements, own workstreams, mentor juniors.
• Oversee QoE and other analyses, synthesize findings for reports.
• Lead client conversations to explain numbers and implications.
• Grow the practice through proposals, relationships and BD.

Skills

QofE leadership

Project management

Executive communication

Data and AI curiosity

Deal trends awareness

Detail orientation

Team development

Firm building ownership

Travel readiness

Education

Bachelor’s in Accounting or Finance

CPA in progress; CFA preferred

Tools

Advanced Excel

Power Pivot

Alteryx

Job description

Blue Ops Partners seeks a Financial Due Diligence Manager to lead engagements, oversee QofE workstreams, and mentor junior staff. You will guide client conversations, translating complex numbers into deal-focused insights that drive strategic decisions across buy-side and sell-side transactions.

The role also offers opportunities to broaden skills in advanced data modeling, portfolio value creation, forecasting, and budgeting, with meaningful business-development responsibilities and potential