Senior Finance and Accounting Manager

EBM Software; Chicago, Northern (IL, KY); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Blue Ops Partners, LLC seeks a Senior Finance and Accounting Manager to lead accounting operations across client portfolios, ensuring GAAP compliance and high‑quality reporting. You'll drive month‑end close, financial analysis, and forecasting while partnering with private equity sponsors.

You will mentor accounting teams, design ERP solutions, and develop scalable processes to support fast‑paced, client‑facing engagements across multiple industries. A strong CPA‑level background is preferred.

Qualifications

• Big 4 or public accounting experience strongly preferred.
• 7–15 years of progressive accounting and finance experience.
• Undergraduate degree in Accounting & Finance; CPA/CFA/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.

Responsibilities

• Lead accounting operations for clients, including month-end close, reconciliations, and internal controls.
• Ensure GAAP compliance, accurate technical accounting, and high-quality financial reporting.
• Serve as 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 contact for executives, boards, and PE stakeholders.
• Lead, mentor, and develop accounting and finance teams to deliver excellent results.
• Identify opportunities to expand client engagements and scope of services.
• Oversee cash management activities including payables, receivables, treasury, and cash flow forecasting.
• Develop KPI tracking and operational reporting cadences.

Skills

Communication

Data analysis

Multi-tasking

Adaptability

Influence & consensus

Engagement management

Client relationship management

Team leadership

Education

Bachelor’s degree in Accounting/Finance

CPA/CFA/CMA preferred

Tools

MS Excel

ERP systems

Financial reporting systems

Job description

ABOUT

Blue Ops PartnersspecializesinM&AandOffice of the CFO value creation, including strategic FP&A advisory, operational finance,accountingand business analytics, partnering with private equity owned portfolio companies to deliverlasting impact.Since 2010, we have combined deep operationalexpertisewithcutting-edgetechnology and AI-driven analytics to deliver superior outcomes for our clients.

WHO WORKS AT BLUE OPS

This is a consulting role for anup-and-comingaccountingleader who thrives in fast-paced, client-facing environments and can drive financial discipline,reportingaccuracy, and develop scalable processes across portfolio companies.

THE ROLE

The Senior Finance and Accounting Manager willbe responsible fordevelopingand executingkeyvalue creation initiatives within thefinance and accounting function, Includingaccounting and finance processoptimization,GAAP compliance,month-end close,financial analysis, modeling, and business process improvements. This role balances hands-on accountingexpertisewith strategic advisory responsibilities, partnering with clients across multiple industries.

Key responsibilities:

• Lead and oversee accounting operations for clients, including month-end and year-endclose, reconciliations, and internal controls.
• Ensure GAAP compliance,accuratetechnical accounting,high-quality financial reporting, and audit support.
• Serve asprimaryliaisonbetween private equity sponsor and portfolio company leadership.
• Provide financial analysis, modeling, and forecasting in support of clientobjectives.
• 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.
• Identifyopportunities 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 to use data analysis to develop insights to drive client value.
• Capable.ofmulti-tasking across projects of varying scope andcomplexity.
• Ability to adaptonthe fly, and comfortable withambiguity.
• 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.
• Identifyopportunities foradditionalclient engagements and collaborate with business development teams to expand relationships.

WHAT YOUR RESUME SHOWS

• Big 4 or public accounting experiencestronglypreferred. Corporate accounting leadershipalsoconsidered.
• 7–15years of progressive accounting and finance experience.
• Undergraduate B.S. Degree -emphasisinAccounting & Finance, CPA, CFA, or CMA preferred
• Expertise in month-endclose, technical accounting, financial reporting, and audits.
• Exposure to FP&A, budgeting, and forecasting is a plus.
• Advancedproficiencyin MS Excel, ERP, and financial reporting systems.
• Experience leading cross-functional teams and managing client 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.

• 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.