Manager Financial Due Diligence
Xerxes Global · Chicago, IL · 1 mo ago
HybridFinance$109k–$154k/yrFull-time
About the role
The Financial Due Diligence Manager at Blue Ops will spearhead and lead engagements, owning workstreams, guiding junior team members, and serving as a trusted point of contact for clients navigating critical financial decisions.
Responsibilities
- Owning workstreams in complex QofE (Quality of Earnings) and other key analyses
- Synthesizing findings into clear, compelling reports
- Leading client meetings and presenting findings to C-suite executives
- Helping buyers, sellers, and investors understand the implications of financial data
- Broadening skillset across other consulting verticals within Blue Ops, including advanced data modeling, portfolio company value creation, and forecasting and budgeting projects
- Contributing to business development efforts, including proposal writing, relationship building, and client pitches
Requirements
- Deep command of accounting and financial statement analysis
- Proven ability to manage multiple projects simultaneously
- Strong executive presence and communication skills
- Intellectual curiosity and commitment to lifelong learning
- Natural leadership and ability to develop junior talent
- Ownership mentality extending beyond individual deals to the health and growth of the practice
- Ability to travel on an as-needed basis
Qualifications
- 5-10 years of progressive experience in audit, financial due diligence, or similar roles at a top accounting or consulting firm
- Meaningful experience in an FDD (Financial Due Diligence) role
- Demonstrated track record of leading engagements, managing junior staff, and delivering high-quality work products under deadlines
- Bachelor’s degree in Accounting or Finance, or progress toward/completion of CPA license
- CFA designation preferred but not required
- Advanced Excel proficiency, including large datasets, pivot tables, and data modeling
- Experience with data transformation tools like Microsoft Power Pivot and Alteryx
- Proficiency in the broader Microsoft Office suite, including PowerPoint
- Prior involvement in business development, including proposal writing, relationship building, or client pitches
Benefits
- Salary range: $108,675-$153,725 in Minneapolis and $113,513-$170,940 in Chicago
- Comprehensive benefits package including health, dental, vision, retirement plans, and professional development reimbursement
- Work from anywhere policy, optional short-term and long-term disability insurance, and summer Fridays