Finance and Analytics Manager

About the role

Blue Ops is hiring a Finance & Analytics Manager grounded in operational finance and accounting—budgeting, forecasting, and financial statement-level analysis—paired with analytics, data modeling, and process optimization. You’ll develop key finance business processes and analytical frameworks for clients across multiple industry sectors, providing financial analysis, reporting, modeling, reporting automation (e.g., Power BI), and business process support. Experience in private equity-owned companies and coding (e.g., DAX, SQL, Python) to manipulate data or automate tasks is a plus. While leadership experience is not required, the ability to operate cross-functionally and work independently is key.

Responsibilities

• Lead or support client projects from inception to completion
• Develop project plans, timelines, and budgets in collaboration with clients
• Design, advise, and support implementation of finance and analytics processes
• Develop financial models to support strategic planning, budgeting, and forecasting
• Analyze operational and financial data—including financial statements—to inform client decisions
• Present findings and recommendations to clients
• Build and maintain interactive dashboards (e.g., Power BI) for client reporting
• Conduct data analysis using Excel and tools such as DAX, SQL, or Python to drive business insights
• Monitor project progress, identify & mitigate risk, and address project-related issues
• Manage 1-2 direct reports
• 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
• Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships

Requirements

• Strong grounding in accounting and the three financial statements (P&L, balance sheet, cash flow)
• Strong written and verbal communication across levels
• Proficient in Excel, Power BI, and data storytelling
• Comfort working across multiple projects of varying complexity
• Ability to adapt in fast-paced or ambiguous environments
• Experience managing timelines, deliverables, and cross-functional communication
• Hands-on experience with DAX, SQL, and/or Python (a plus—not required)

Qualifications

• 5–10 years of professional experience in operational finance, FP&A, or accounting
• Experience with FP&A: budgeting, forecasting, variance analysis
• Solid command of financial statements; month-end close, controllership, or public accounting exposure a plus
• Undergraduate B.S. in Finance, Accounting, or related field (Accounting strongly preferred; CPA a plus)
• Experience working with Private Equity Firms (e.g., directly or via Portfolio Company)
• Experience building dashboards and working with Power BI
• Experience in cross-functional or client-facing environments
• Proficiency in Microsoft Excel and PowerPoint
• SQL, DAX, and/or Python proficiency a plus

Pay

The base salary range for this position is $108,675–$153,725 in Minneapolis and Charlotte and $113,825–$170,940 in Chicago. Total compensation may also include variable compensation, such as annual bonus target and commission incentives. Individual pay will be determined based on factors such as skills, experience, and education.

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Life and disability insurance
• Additional perks tailored to your needs