Manager Financial Due Diligence

Xerxes Global

$113K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Strong accounting and financial statement analysis skills with QofE experience.
  • Ability to effectively manage multiple projects and keep teams on track.
  • Excellent communication skills for leading client meetings and presenting to executives.
  • Enthusiastic about leveraging data and AI for enhanced client services.
  • Commitment to continuous learning and staying updated on market trends.
  • High attention to detail with a focus on understanding the 'why' behind financial findings.
  • Proven leader in developing junior talent and fostering a growth culture.

Responsibilities

  • Lead financial due diligence engagements, guiding teams and clients through critical transactions.
  • Manage key analyses including Quality of Earnings, synthesizing insights into clear reports.
  • Engage with clients to explain complex financial concepts and their implications for deals.
  • Expand skillset across other consulting areas such as data modeling and forecasting.
  • Contribute to business development through relationship building and proposal writing.
  • Drive the health and growth of the practice beyond individual projects.
  • Travel as needed to support client engagements, though limited travel is expected.

Benefits

  • Comprehensive medical, dental, and vision insurance options.
  • 3% employer contribution to retirement plan after 6 months.
  • Reimbursement for professional development and access to Datacamp.
  • Tuition reimbursement for approved advanced degrees.
  • $2,500 employee referral bonus for successful placements.
  • 3 weeks of paid time off and 8 paid company holidays.
  • Flexible work-from-anywhere weeks during holiday seasons.
Full Job Description
Position: Manager, Financial Due Diligence

Company: Blue Ops

Location: Chicago, IL, Minneapolis, MN and Charlotte, NC

THE ROLE

As a Financial Due Diligence Manager, you'll spearhead and lead engagements: owning workstreams, guiding junior team members, and serving as a trusted point of contact for clients navigating some of the most important financial decisions of their careers. At a firm our size, bureaucracy is limited, and there's no limit to how much you can contribute.

You'll drive the financial analysis at the heart of buy-side and sell-side transactions by overseeing Quality of Earnings and other key analyses, and synthesizing findings into clear, compelling reports. You'll also be a critical voice in client conversations, helping buyers, sellers, and investors understand not just what the numbers say, but what they mean for the deal.

Beyond the deal work, you'll have the opportunity to broaden your skillset across other consulting verticals within Blue Ops, including advanced data modeling, portfolio company value creation, and forecasting and budgeting projects. You'll also play a meaningful role in business development by building relationships, contributing to proposals, and helping grow a practice that's still defining what it can become. If you're energized by the idea of leaving your mark on a firm, not just a workstream, this is that opportunity.

REQUIRED QUALIFICATIONS
• Deep command of accounting and financial statement analysis, with the ability to lead complex QofE workstreams and independently identify issues that others might miss
• Proven ability to manage multiple projects simultaneously, keeping teams on track and clients informed without losing momentum
• Strong executive presence and communication skills to lead client meetings, present findings to C-suite executives, and translate complex financial concepts for any audience
• Genuinely excited about data and curious about how AI and emerging tools can raise the bar on client service and efficiency
• Intellectually curious and committed to lifelong learning, including staying close to deal trends, investor strategies, and the broader market forces shaping the transactions you work on
• High standards for your own work and the work of your team, with serious attention to detail and a drive to understand the "why" behind every finding
• A natural leader who develops junior talent, builds a culture of accountability and growth
• An ownership mentality that extends beyond individual deals to the health and growth of the practice itself, including client relationships, team development, and firm building
• Ability to travel on an as-needed basis (limited travel anticipated)

WHAT YOUR RESUME SHOWS
• 5-10 years of progressive experience in audit, financial due diligence or similar roles at a top accounting / consulting firm, with meaningful experience in an FDD role
• A demonstrated track record of leading engagements, including managing junior staff, owning client relationships, and delivering high-quality work products under deadlines
• Bachelor's degree in Accounting or Finance
• Progress toward/completion of CPA license. CFA designation preferred but not required
• Advanced Excel proficiency, including large datasets, pivot tables, and the ability to build clean, auditable workpapers. Experience with data modeling and transformation (e.g., Microsoft Power Pivot, Alteryx) strongly preferred
• Proficiency in the broader Microsoft Office suite, including the ability to build polished, client-ready PowerPoint deliverables
• Prior involvement in business development, including proposal writing, relationship building or client pitches, is a strong plus

THE PACKAGE

The salary range for this position is: $108,675-$153,725 in Minneapolis and $113,513-$170,940 in Chicago. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Insurance coverage begins the 1st of the month following 30 days of employment. This is an overview of benefits offered by Blue Ops and is subject to terms, conditions, and change.

Xerxes Global Holdings is comprised of the following businesses:
  • 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).
  • Studio X provides a full range of video production to internal and external clients our of our film studio in Minneapolis.

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