Senior Associate Financial Due Diligence

Job Description

Job Description

Position: Senior Associate, Financial Due Diligence

Company: Blue Ops

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

ABOUT

Blue Ops Partners is a premier M&A advisory 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 analytics to deliver superior outcomes for our clients.

Specializing in strategic FP&A advisory, due diligence, 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 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

As a Financial Due Diligence Senior Associate, you’ll have a seat at the table on real transactions, working directly alongside senior deal professionals from day one. At a firm our size, you won’t be one of a dozen analysts buried in a workstream. You’ll own your work, see the full picture of every deal, and build the kind of hands-on transaction experience that takes years to accumulate at a larger firm.

You’ll dig deep into the financial stories behind businesses — scrutinizing historical performance, stress-testing projections, identifying risks hiding between the lines, and surfacing insights that move deals forward. Your analysis won’t sit in a drawer. It will land in front of decision-makers and shape how transactions get done. You’ll also have the opportunity to broaden your skillset through projects across other consulting verticals within Blue Ops, including advanced data modeling for buy and sell-side deals, portfolio company value creation, and forecasting / budgeting. 

This role is about more than executing deals. We’re building a different kind of practice here, and the right person will help shape what that looks like. That means contributing to how we work, how we win clients, and how we grow. If you’re energized by the idea of leaving your mark on a firm, not just a workstream, this is that opportunity.

REQUIRED QUALIFICATIONS

·        Strong foundation in accounting and financial statement analysis, with the ability to move quickly and confidently through complex financials

·        Able to manage multiple projects simultaneously without losing momentum or dropping details

·        Composed under pressure and adaptable in fast-moving environments where no two deals look the same

·        A clear communicator who can walk a CFO or a first-time buyer through a complex QoE adjustment with equal confidence

·        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 developing a real understanding of deal context, investor thinking, and the broader strategic picture behind every engagement

·        Personal pride in the quality of your work, with serious attention to detail and a need to understand the “why” behind every number

·        A team builder who fosters a collaborative, high-performing environment and is invested in the professional growth of the people around you

·        Ability to travel on an as-needed basis (limited travel anticipated)

WHAT YOUR RESUME SHOWS

·        3-4 years of experience in audit, financial due diligence or similar roles at a top accounting / consulting firm

·        Bachelor’s degree in Accounting or Finance

·        Progress toward/completion of CPA license. CFA designation preferred but not required

·        Proficiency in Excel at an advanced level: large datasets, pivot tables, and the ability to build clean, auditable workpapers. Experience with data modeling and transformation (e.g., Microsoft Power Pivot, Alteryx) preferred

·        Proficiency in the broader Microsoft Office suite, including PowerPoint

THE PACKAGE

The salary range for this position is: $94,500-$132,825 in Minneapolis and $98,661-$138,600 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.

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.