Associate - Chicago - Xerxes Global

    Xerxes Global
    Xerxes Global Chicago

    22 hours ago

    $42,000 - $65,000 (USD) per year *
    Description

    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.
    Key responsibilities include:

    • 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
    WHAT IT TAKES
    Blue Ops is a scaling company in the consulting and tech space. We're an elite group of problem-solvers, strategic thinkers, and trusted partners who thrive in the fast-moving M&A and Private Equity environment. We care deeply about results and teamwork, and we are eager to get our hands dirty.
    Important competencies include:
    • 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
    WHAT YOUR RESUME SHOWS
    While we value skills and experience, we care just as much about a strong can-do attitude, resilience, and a passion for learning and building.
    Successful candidates typically bring:
    • Bachelor's degree in Accounting or Finance
    • 2-3 years of experience in transaction advisory, financial diligence, investment banking, audit, or corporate finance
    • CPA, CFA, or CMA preferred
    • Proficiency in Excel, PowerPoint, and financial analysis tools (e.g., Power Platform, Alteryx)
    • Strong financial statement analysis, modeling, and diligence fundamentals
    THE PACKAGE
    * This salary range is an estimation made by beBee
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