Director M&A

Job Description

Job Description

Position: Director, M&A Analytics

Company: Blue Ops

Location: Chicago, IL 

ABOUT

Blue Ops Partners is a premier M&A firm serving as the most trusted partner to private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients.

Specializing in strategic FP&A advisory, operational finance, and business analytics, we partner with small to mid-sized businesses to drive financial discipline, enhance reporting accuracy, and build scalable processes that create lasting value.

WHO WORKS AT BLUE OPS:

At Blue Ops, we're building a team of senior operators and forward-thinking professionals who use deep expertise, sharp judgment, and an active embrace of AI and new technologies to drive outsized impact for our clients. We value leaders who have already built things: client relationships, teams, track records and who now want a platform where their expertise compounds into something larger. This is a place for experienced professionals who want real ownership, strong peers to sharpen their thinking against, and a visible path into firm leadership.

THE ROLE

The Director, M&A Analytics is a senior leader in our M&A Analytics practice who oversees a portfolio of M&A consulting engagements for private equity sponsors and investment banking clients. Day-to-day, the Director reviews critical client deliverables, champions AI and Blue Ops' proprietary analytics tools to sharpen delivery, and serves as a trusted advisor to PE deal teams, investment bankers, and portfolio company finance leaders. Beyond engagement work, this role is central to building the next generation of Blue Ops talent, mentoring Managers and Senior Managers, shaping career paths, and modeling the technical excellence and client orientation that define our brand. This is a player-coach role for someone who has built credibility in the market and now wants a platform to multiply their impact through the people they develop.

REQUIRED QUALIFICATIONS

·        Ability to 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

·        Strong interest in Technology and integration of AI focused strategies and tools

·        Capable of multi-tasking across projects and overseeing 5+ client engagements concurrently, with varying teams, scope and complexity

·        Ability to adapt on the fly, and comfortable with ambiguity 

·        Ability to influence and drive consensus across all 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

·        Identify opportunities for additional client engagements and collaborate with business development teams to expand relationships

·        Travel: 5–15% to client sites, PE firm offices, and industry events, based on engagement mix

WHAT YOUR RESUME SHOWS

·        10–13 years of progressive experience in transaction advisory services, financial due diligence, investment banking, private equity, or corporate development.

·        Bachelor’s Degree Required - emphasis in Accounting or Finance; CPA strongly preferred, MBA or CFA a plus.

·        Experience leading M&A consulting projects for private equity sponsors and/or investment banks in an analytics, QoE, or management consulting capacity.

·        Demonstrated track record of mentoring and developing high-performing professionals — investing in career growth, modeling client excellence, and building the next layer of leadership beneath you.

·        Expert-level financial modeling, financial statement analysis, and advanced Excel fluency; exposure to Power BI, Alteryx, or SQL a plus.

·        Experience leading and developing teams across multiple concurrent engagements, with a passion for coaching, career development, and growing professionals into senior leaders.

THE PACKAGE

The salary range for this position is: $153,000 - $214,000. 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.

B lue 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. 

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.

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.