Manager, Financial Due Diligence

Xerxes Global

Manager leading financial due diligence projects at Blue Ops, an M&A advisory firm. Drive financial analysis, guide teams, and develop client relationships in a hybrid role.

Posted 5/21/2026full-timeChicago • Illinois, Minnesota, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $113,513 - $170,940 per yearWebsite

About the role

Key responsibilities & impact

Spearhead and lead engagements: owning workstreams, guiding junior team members, and serving as a trusted point of contact for clients navigating significant financial decisions.
Drive the financial analysis at the heart of buy-side and sell-side transactions by overseeing Quality of Earnings and other key analyses, synthesizing findings into clear, compelling reports.
Be a critical voice in client conversations, helping buyers, sellers, and investors understand what the numbers mean for the deal.
Broaden your skillset across other consulting verticals, including advanced data modeling, portfolio company value creation, and forecasting and budgeting projects.
Play a meaningful role in business development by building relationships, contributing to proposals, and helping grow the practice.

Requirements

What you’ll need

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

Benefits

Comp & perks

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
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)
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisQuality of Earningsdata modelingforecastingbudgetingExcelauditable workpapersMicrosoft Power PivotAlteryxproposal writing

Soft Skills

leadershipclient relationship managementcommunicationteam guidancebusiness developmentrelationship buildingclient pitchesdeadline managementengagement managementsynthesis of findings

Certifications

CPA licenseCFA designation