Associate

THE COMPANY 

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  

• The Associate will be responsible for developing key business processes and disciplines for clients across multiple industry sectors. This position will provide financial analysis, modeling, and business process support in client engagements focusing on financial operations.
  
• The Associate may also advise clients on business system matters in partnership with the technology team and will be responsible for leading and developing project teams and acting as the P&L owner for key client engagements. 

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

• Deliver client presentations regarding performance, findings and recommendations  

• Design, advise and support the implementation of key business processes with clients  

• Lead and/or support, and develop internal engagement teams 

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

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

• Advise, support, train and partner with client business end-users on implementation of proprietary solutions / processes 

• Lead training sessions and professional development opportunities 

WHAT IT TAKES  

The role demands problem solving, comfort with ambiguity, and enthusiasm to get the job done. Blue Ops is a scaling company in the business management services and technology space – we care about results and are all eager to jump in and get our hands dirty. Important competencies to effectively perform this role include:  

• Strong verbal and written communication skills, problem solving skills, attention to detail and interpersonal skills  

• Ability to use data analysis to develop insights and hypothesis vs. reported numbers  

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

• Ability to adapt on the fly, and comfortable with ambiguity   

• Effectively manage engagement execution (e.g. deliverable timelines, economics, scope/re-scoping, quality, customer satisfaction, team effectiveness) 

• Develop strong relationships with clients through project interaction, ongoing engagement efforts, or professional/other networking 

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

WHAT YOUR RESUME SHOWS  

While we’re looking for some specific experiences and skillsets, nothing is more important than a  

strong can-do attitude, resilience in the face of change, and a passion for learning and creating. Some of the things you might bring to the role include: 

• Undergraduate B.S. Degree – Finance / Accounting Degree 

• Minimum 3-4 years of relevant experience  

• Certifications: CPA, CFA, CMA  

• Strong working knowledge of computer software, such as MS Excel, MS PowerPoint, MS Word, etc.  

• Experience with business intelligence and/or planning and budgeting software applications, such as Power BI and Alteryx. 

• Transactional Advisory Services experience preferred