M&A Transaction Advisory Manager | Data-Driven Deals Lead

Xerxes Global; BLOOMINGTON (MN); On-site; USD 108,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Job summary

Blue Ops Partners is seeking a Manager on its M&A Transaction Advisory team to own engagements end-to-end, lead modeling work, and coach junior staff in a fast-paced environment. You’ll coordinate with sponsors or investment banks, manage scope and budgets, and present insights to clients using AI-driven analytics.

We value strong leadership, fast learning, and the ability to navigate ambiguity while delivering high-impact results across Minneapolis, Charlotte, and Chicago offices.

Qualifications

• 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 the engagement as a Manager on the M&A Transaction Advisory team.
• Map out plan, timeline, and budget with client and project lead at engagement kickoff.
• Lead the team doing modeling and data work, ensuring the right people work on the right problems.
• Coach Associates and Senior Associates to improve performance and delivery quality.
• Present findings and recommendations, telling the data story in client rooms, with AI tools and proprietary analytics.

Skills

Project management

Client relationships

Coaching juniors

Financial analysis

Advanced Excel

Data modeling

AI in client work

Engagement economics

Travel

Education

BS in Accounting/Finance

CPA preferred

CFA or MBA a plus

Tools

Power BI

Alteryx

SQL

Job description

Blue Ops Partners is seeking a Manager on its M&A Transaction Advisory team to own engagements end-to-end, lead modeling work, and coach junior staff in a fast-paced environment. You’ll coordinate with sponsors or investment banks, manage scope and budgets, and present insights to clients using AI-driven analytics.

We value strong leadership, fast learning, and the ability to navigate ambiguity while delivering high-impact results across Minneapolis, Charlotte, and Chicago offices.