Manager Financial Due Diligence

Xerxes Global; BLOOMINGTON (MN); On-site; USD 114,000 - 171,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k) plan

Professional development reimbursement

Datacamp access

Tuition reimbursement

Employee referral bonus

Job summary

Blue Ops Partners is seeking a Financial Due Diligence Manager to lead QofE workstreams on buy-side and sell-side deals across Chicago, Minneapolis, and Charlotte. You will guide junior staff, manage client relationships, and translate complex numbers into clear deal narrative.

In addition to deal work, you’ll expand skills across data modelling, forecasting, and business development, while shaping the growth of the practice and building lasting client value within a fast-moving advisory

Qualifications

• Broad accounting/financial analysis expertise; lead QofE workstreams.
• Experience managing multiple projects and client relationships.
• Strong communication skills to present to C-suite.
• Curiosity about data, AI, and tools to enhance client service.

Responsibilities

• Lead engagements and own workstreams in due diligence.
• Oversee QA of earnings analyses and synthesize findings into reports.
• Guide junior team members and manage client meetings with clarity.
• Support business development and contribute to proposals and practice growth.

Skills

QofE leadership

Project management

Executive communication

Data and AI interest

Deal trends analysis

Team development

Ownership mindset

Travel flexibility

Education

Bachelor's in Accounting/Finance

CPA in progress

Tools

Excel

PowerPoint

Power Pivot

Alteryx

Job description

Position: Manager, Financial Due Diligence

Company: Blue Ops

Location: Chicago, IL, Minneapolis, MN and Charlotte, NC

About

Blue Ops Partners is a premier M&A advisory firm serving as the most trusted partner to private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. Since 2010, we have combined deep operational expertise with cutting-edge technology and analytics to deliver superior outcomes for our clients.

Specializing in strategic FP&A advisory, due diligence, operational finance, and business analytics, we partner with small to mid-sized businesses to drive financial discipline, enhance reporting accuracy, and build scalable processes that create lasting value.

Who Works At Blue Ops

At Blue Ops, we're building a team of operators and forward-thinking professionals who use deep expertise, sharp judgment, and an active embrace of AI and new technologies to drive outsized impact for our clients. We value leaders who have already built things: client relationships, teams, track records and who now want a platform where their expertise compounds into something larger. This is a place for experienced professionals who want real ownership, strong peers to sharpen their thinking against, and a visible path into firm leadership.

THE ROLE

As a Financial Due Diligence Manager, you’ll spearhead and lead engagements: owning workstreams, guiding junior team members, and serving as a trusted point of contact for clients navigating some of the most important financial decisions of their careers. At a firm our size, bureaucracy is limited, and there’s no limit to how much you can contribute.

You’ll drive the financial analysis at the heart of buy-side and sell-side transactions by overseeing Quality of Earnings and other key analyses, and synthesizing findings into clear, compelling reports. You’ll also be a critical voice in client conversations, helping buyers, sellers, and investors understand not just what the numbers say, but what they mean for the deal.

Beyond the deal work, you’ll have the opportunity to broaden your skillset across other consulting verticals within Blue Ops, including advanced data modeling, portfolio company value creation, and forecasting and budgeting projects. You’ll also play a meaningful role in business development by building relationships, contributing to proposals, and helping grow a practice that’s still defining what it can become. If you’re energized by the idea of leaving your mark on a firm, not just a workstream, this is that opportunity.

Required Qualifications

• Deep command of accounting and financial statement analysis, with the ability to lead complex QofE workstreams and independently identify issues that others might miss
• Proven ability to manage multiple projects simultaneously, keeping teams on track and clients informed without losing momentum
• Strong executive presence and communication skills to lead client meetings, present findings to C-suite executives, and translate complex financial concepts for any audience
• Genuinely excited about data and curious about how AI and emerging tools can raise the bar on client service and efficiency
• Intellectually curious and committed to lifelong learning, including staying close to deal trends, investor strategies, and the broader market forces shaping the transactions you work on
• High standards for your own work and the work of your team, with serious attention to detail and a drive to understand the “why” behind every finding
• A natural leader who develops junior talent, builds a culture of accountability and growth
• An ownership mentality that extends beyond individual deals to the health and growth of the practice itself, including client relationships, team development, and firm building
• Ability to travel on an as-needed basis (limited travel anticipated)

What Your Resume Shows

• 5-10 years of progressive experience in audit, financial due diligence or similar roles at a top accounting / consulting firm, with meaningful experience in an FDD role
• A demonstrated track record of leading engagements, including managing junior staff, owning client relationships, and delivering high-quality work products under deadlines
• Bachelor’s degree in Accounting or Finance
• Progress toward/completion of CPA license. CFA designation preferred but not required
• Advanced Excel proficiency, including large datasets, pivot tables, and the ability to build clean, auditable workpapers. Experience with data modeling and transformation (e.g., Microsoft Power Pivot, Alteryx) strongly preferred
• Proficiency in the broader Microsoft Office suite, including the ability to build polished, client-ready PowerPoint deliverables
• Prior involvement in business development, including proposal writing, relationship building or client pitches, is a strong plus

THE PACKAGE

The salary range for this position is: $108,675-$153,725 in Minneapolis and $113,513-$170,940 in Chicago. Actual compensation within the range will be dependent upon the individual’s skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus.

Health

• Medical insurance: three HealthPartners High Deductible Health Plan options paired with a Health Savings Account (HSA)
• Dental insurance: Principal PPO plan with 100% in-network preventive care
• Vision insurance: Principal / VSP PPO plan

Wealth

• Retirement plan: 3% employer contribution regardless of employee contribution (eligible after 6 months of employment)
• Health Savings Account (HSA) paired with medical plan enrollment
• Professional development reimbursement (eligible after 6 months) and complimentary Datacamp access for all employees
• Tuition reimbursement for approved advanced degrees aligned with the company’s mission
• Employee referral bonus program ($2,500 per successful referral)

Well-Being

• Company-paid basic life insurance and Accidental Death & Dismemberment coverage ($50,000 each)
• Optional short-term and long-term disability insurance
• 3 weeks of paid time off per calendar year
• 8 paid company holidays
• Summer Fridays: early release at noon between Memorial Day and Labor Day (subject to workload and client deliverables)
• Work From Anywhere: the week of Thanksgiving, the week between Christmas and New Year’s, plus one additional flexible week per year

Insurance coverage begins the 1st of the month following 30 days of employment. This is an overview of benefits offered by Blue Ops and is subject to terms, conditions, and change.

Blue Ops Partners, 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.

Xerxes Global Holdings Is Comprised Of The Following Businesses

• EBM Software delivers performance software solutions that drive growth for private equity funds, investment banks, and middle market to large corporations.
• Blue Ops specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies, etc.
• XGS is our data science and artificial intelligence business headquartered in Dublin, Ireland that focuses on developing and productizing advanced analytics for clients.
• The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA), the Shopper Insights Management Association (SIMA), the Retail Dieticians Business Alliance (RDBA), and the Space Planning Association (SPA).
• Studio X provides a full range of video production to internal and external clients our of our film studio in Minneapolis.