Manager / Senior Manager, M&A Transaction Advisory

About the role

As a Manager on our M&A Transaction Advisory team, you own the engagement. When a private equity sponsor or investment banking client brings us into a deal, you become their primary point of contact and the person accountable for getting it right. No two days look quite the same. One morning you might be scoping a new engagement—mapping out the plan, timeline, and budget alongside the client and your project lead, and by the afternoon you are deep in a data model, transforming a target’s raw financials into the clean, deal-ready analysis the entire transaction runs on. You lead the team doing the modeling and data work, making sure the right people are on the right problems, while keeping a close eye on where a project could go sideways and heading off risk before it becomes an issue.

Responsibilities

• Own client engagements end-to-end, from scoping to delivery
• Build and develop teams, leading by example and developing the people around you
• Lead data modeling and analytics projects, ensuring accurate and insightful financial analyses
• Present findings and recommendations to clients, guiding them through complex financial and operational insights
• Apply AI and Blue Ops' proprietary analytics tools to expedite and refine client work
• Coach and mentor junior team members, fostering a culture of continuous improvement and learning

Requirements

• Strong project management skills with the ability to lead multiple concurrent engagements
• Demonstrated ability to own client relationships and serve as primary point of contact
• Track record of coaching, developing, and giving feedback to junior team members
• Strong financial analysis, modeling, and advanced Excel skills
• Excellent communication and ability to influence at multiple levels of an organization
• Sound commercial judgment on engagement scope, timing, and quality
• Able to manage engagement economics—deliverables, deadlines, utilization, scope
• Adaptable and comfortable with ambiguity
• Strong sense of ownership and accountability for client outcomes
• Travel: typical range 5–20% depending on engagement mix

Qualifications

• 5–10 years of progressive experience in transaction advisory, financial diligence, investment banking, private equity, corporate finance, or consulting
• Undergraduate degree in Accounting, Finance, or related field; CPA strongly preferred; CFA or MBA a plus
• Track record of leading client engagements from kickoff through delivery
• Experience managing and developing professional teams
• Advanced Excel and financial modeling skills; exposure to Power BI, Alteryx, or SQL preferred
• Experience supporting Quality of Earnings, financial diligence, or M&A transactions—particularly the data modeling and analytics behind them

Skills

• Project management
• Client relationship management
• Data modeling and analysis
• Financial modeling and Excel proficiency
• Communication and influencing skills
• AI and emerging technologies
• Team leadership and mentoring

Benefits

Blue Ops offers a comprehensive benefits package that includes:

• 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