Financial Due Diligence Manager

Job Description

Job Description

Salary: $100,000-$150,000

THE ROLE

Our Blue Ops team specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies, and more. We are seeking a Manager to focus on Quality of Earnings (QoE) analysis, helping to expand our growing financial due diligence practice. The Manager will also play a critical role in providing financial analysis, modeling, and business process support in client engagements requiring due diligence.

Key Responsibilities:

Lead Financial Due Diligence:

• Lead financial due diligence and other engagements from inception to completion successfully.

• Develop project plans, timelines, and budgets in collaboration with clients and project leads.

• Ensure engagement objectives are met, deliverables produced, and deadlines achieved.

• Monitor project progress, identify and mitigate risks, and address project-related issues.

• Allocate resources effectively, ensuring the right skills and expertise are assigned to projects.

Quality of Earnings Analysis:

• Lead Quality of Earnings, Net Working Capital, and Debt and Debt-like Analyses.

• Analyze operational and financial data to provide insights into clients business performance.

• Support client M&A due diligence efforts with financial modeling, analysis, and data reviews.

• Generate comprehensive due diligence reports, including detailed financial findings and recommendations.

Client Interaction:

• Serve as the primary point of contact for clients, addressing their concerns and providing regular updates.

• Deliver presentations to clients regarding performance, findings, and recommendations.

• Advise clients on business system matters in partnership with the technology team.

Practice Growth and Development:

• Assist with the growth of the financial due diligence practice, including developing training materials and proposals.

• Lead training sessions and refine client deliverables.

• Foster a collaborative and high-performing team environment, promoting professional growth and continuous improvement.

Business Development:

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

Qualifications:

• 5-10 years of relevant professional experience.

• Financial due diligence experience at a top firm (experience in Technology industry is a plus).

• Bachelors or Masters degree in Accounting or a related major.

• Licensed CPA. Progress toward/completion of CFA designation preferred but not required.

• Proven experience working in cross-functional environments and leading cross-functional teams.

• Strong working knowledge of MS Excel, MS PowerPoint, and MS Word.

• Experience with business intelligence and/or planning and budgeting software applications.

What it takes:

• Excellent communication skills, capable of interacting internally and externally across a range of disciplines and all levels of management.

• Ability to use data analysis to develop insights that drive client value.

• Strong writing skills with the ability to generate full due diligence reports.

• Capable of multi-tasking across projects of varying scope and complexity.

• Adaptability and comfort with ambiguity, able to adapt on the fly.

• Ability to influence and drive consensus across organizational functional areas.

• Effectively manage engagement execution, including deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, and team effectiveness.