Associate
About The Position
Blue Ops is a leading M&A consulting firm specializing in value creation, due diligence, and analytics. With a team of 70+ professionals across four offices, we support 120+ deals annually, partnering with a select group of investment banks, premier middle-market private equity firms, and their portfolio companies. THE ROLE We are looking to strengthen our M&A team in Chicago with an Associate. This is a unique and dynamic opportunity in a multi-faceted, growing business. The Associate will be responsible for providing transaction-focused financial analysis, modeling, and diligence support across M&A client engagements. This position will also serve as a consultant and liaison to clients on deal-related system, data, and reporting initiatives.
Requirements
- Ability to communicate across internal teams and external stakeholders, including C-suite executives and PE sponsors
- Strong problem-solving skills and the ability to use data and financial analysis to drive client value
- Capable of multi-tasking across multiple deal workstreams
- Comfortable operating in fast-paced, ambiguous transaction environments
- Communicates effectively with colleagues 2–3 levels up/down and across disciplines
- Contributes to a collaborative, high-performing team culture
- Strong client-first mindset
- Bachelor’s degree in Accounting or Finance
- 2–3 years of experience in transaction advisory, financial diligence, investment banking, audit, or corporate finance
- Proficiency in Excel, PowerPoint, and financial analysis tools (e.g., Power Platform, Alteryx)
- Strong financial statement analysis, modeling, and diligence fundamentals
Nice To Haves
- CPA, CFA, or CMA preferred
Responsibilities
- Lead data collection, organization, and financial profiling for M&A and diligence engagements
- Manage Analyst resources on execution teams
- Support buy-side and sell-side financial due diligence, including QoE, EBITDA, and working capital analysis
- Lead work product timeline execution (monitoring, tracking, delivery)
- Support the implementation of deal-related financial and reporting processes with clients
- Analyze operational and financial data to provide insights into transaction risks and value drivers
- Lead preparation and delivery of client presentations regarding diligence findings, performance, and recommendations
- Assist on transaction models, internal acquisitions, and deal execution support
Benefits
- In addition to a competitive base salary and bonus target, you will receive a comprehensive benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
