Senior Finance and Accounting Manager

Xerxes Global; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Blue Ops Partners is seeking a Senior Finance and Accounting Manager to lead accounting operations for client portfolios. You will drive GAAP compliance, month-end close, and high-quality financial reporting while advising on process improvements.

You will partner with portfolio leadership and PE sponsors to deliver measurable value across engagements. You will manage cross-functional teams, develop analytics, and help design ERP solutions, strengthening client relationships and expanding

Qualifications

• Public or private company accounting leadership experience is preferred.
• Strong GAAP knowledge and ability to lead month-end close.
• Experience liaising with private equity sponsors and portfolio leaders.
• Proven ability to analyze data to drive client value.
• Demonstrated leadership of cross-functional teams and engagements.

Responsibilities

• Lead accounting operations for multiple clients, including month-end close and controls.
• Ensure GAAP compliance, accurate financial reporting, and audit support.
• Serve as primary liaison between PE sponsor and portfolio leadership.
• Provide financial analysis, modeling, and forecasting to meet client objectives.
• Collaborate with technology teams on ERP/accounting system design.
• Mentor and develop accounting/finance teams across engagements.
• Expand client relationships and scope of services.
• Oversee cash flow forecasting, AP/AR, treasury, and asset investments.
• Develop KPI tracking and operational reporting cadences.

Skills

Communication

Data analysis

Multi-tasking

Adaptability

Influence

Project management

Client relationship management

Leadership

Business development

Education

B.S. in Accounting/Finance

CPA/CFA/CMA preferred

Tools

ERP systems

MS Excel

Financial reporting systems

Job description

About

Blue Ops Partners specializes in M&A and Office of the CFO value creation, including strategic FP&A advisory, operational finance, accounting and business analytics, partnering with private equity owned portfolio companies to deliver lasting impact. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients.

Who Works At Blue Ops

This is a consulting role for an up-and-coming accounting leader who thrives in fast-paced, client-facing environments and can drive financial discipline, reporting accuracy, and develop scalable processes across portfolio companies.

THE ROLE

The Senior 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 as primary 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 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.
• Identify opportunities 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 touse data analysis to develop insights to drive client value.
• Capable.of multi-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.
• Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships.

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.

What Your Resume Shows

• Big 4 or public accounting experience strongly preferred. Corporate accounting leadership also considered.
• 7–15 years of progressive accounting and finance experience.
• Undergraduate B.S. Degree - emphasis in Accounting & Finance, CPA, CFA, or CMA preferred
• Expertise in month-end close, technical accounting, financial reporting, and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advanced proficiency in MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client relationships.
• 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)
• Xerxes Global Holdings is comprised of the following businesses:
• 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.