Finance and Analytics Manager

Posted Yesterday
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Chicago, IL, USA
Hybrid
109K-171K Annually
Senior level
Angel or VC Firm • Software • Financial Services
The Role
Leads operational finance and analytics projects, including budgeting, forecasting, financial modeling, financial statement analysis, reporting automation, and Power BI dashboard development. Manages project plans, timelines, budgets, risks, client communications, and one to two direct reports. Uses Excel and potentially DAX, SQL, or Python to analyze data and generate insights, while supporting process optimization, client engagements, and team development.
Summary Generated by Built In

Position: Finance & Analytics Manager

Company: Blue Ops

Location: Chicago, IL or Minneapolis, MN 



WHO WORKS AT BLUE OPS:

At Blue Ops, we’re building a team of high-impact operators who lead by example and develop the people around them. As a Finance & Analytics Manager, you’ll work alongside high-caliber peers who push you to grow sharper and faster, with the platform, tools, and team to make your impact felt.


THE ROLE

Blue Ops is hiring a Finance & Analytics Manager. This role is grounded in operational finance and accounting - budgeting, forecasting, and financial statement-level analysis - paired with analytics, data modeling, and process optimization, with opportunities to support client-facing engagements and build scalable reporting solutions.


The Finance & Analytics Manager will work on developing key finance business processes and analytical frameworks for clients across multiple industry sectors. This position will provide financial analysis, financial statement and operational reporting, modeling, reporting automation (e.g., Power BI), and business process support.


Experience in private equity owned companies and coding (e.g., DAX, SQL, Python) to manipulate data or automate tasks is a plus. While leadership experience is not required, the ability to operate cross-functionally and work independently is key.


RESPONSIBILITIES

·        Lead or support client projects from inception to completion

·        Develop project plans, timelines, and budgets in collaboration with clients

·        Design, advise, and support implementation of finance and analytics processes

·        Develop financial models to support strategic planning, budgeting, and forecasting

·        Analyze operational and financial data — including financial statements — to inform client decisions

·        Present findings and recommendations to clients

·        Build and maintain interactive dashboards (e.g., Power BI) for client reporting

·        Conduct data analysis using Excel and tools such as DAX, SQL, or Python to drive business insights

·        Monitor project progress, identify & mitigate risk and address project-related issues

·        Manage 1-2 direct reports


WHAT IT TAKES

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 grounding in accounting and the three financial statements (P&L, balance sheet, cash flow)

·        Strong written and verbal communication across levels

·        Proficient in Excel, Power BI, and data storytelling

·        Comfort working across multiple projects of varying complexity

·        Ability to adapt in fast-paced or ambiguous environments

·        Experience managing timelines, deliverables, and cross-functional communication

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

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

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

·        Hands-on experience with DAX, SQL and/or Python (a plus — not required)


WHAT YOUR RESUME SHOWS

We value curiosity, ownership, and the ability to translate data into actionable insights. You might bring:

·        5–10 years of professional experience in operational finance, FP&A, or accounting

·        Experience with FP&A: budgeting, forecasting, variance analysis

·        Solid command of financial statements; month-end close, controllership, or public accounting exposure a plus

·        Undergraduate B.S. in Finance, Accounting, or related field (Accounting strongly preferred; CPA a plus)

·        Experience working with Private Equity Firms (e.g. directly or via Portfolio Company)

·        Experience building dashboards and working with Power BI

·        Experience in cross-functional or client-facing environments

·        Proficiency in Microsoft Excel and PowerPoint

·        SQL, DAX and/or Python proficiency a plus


THE PACKAGE

The base salary range for this position is $108,675-$153,725 in Minneapolis and Charlotte and $113,825-$170,940 in Chicago . Total compensation may also include variable compensation, i.e., annual bonus target and commission incentives. Individual pay will be determined based on factors such as skills, experience, and education. While the range listed reflects the target compensation for new hires, we may exercise flexibility to accommodate exceptional qualifications or circumstances.


In addition to a competitive pay program, we believe in supporting the health, wealth, and well-being of our team members and their families through a comprehensive benefits package. Our benefits include:

·        Medical, dental, and vision insurance

·        401(k) retirement plan with company match

·        Paid time off and holidays

·        Life and disability insurance

·        Additional perks tailored to your needs

Skills Required

  • 5-10 years of professional experience in operational finance, FP&A, or accounting
  • Experience with FP&A, including budgeting, forecasting, and variance analysis
  • Strong grounding in accounting and the three financial statements: P&L, balance sheet, and cash flow
  • Strong written and verbal communication skills across organizational levels
  • Proficiency in Microsoft Excel, Power BI, and data storytelling
  • Ability to work across multiple projects of varying complexity
  • Ability to adapt in fast-paced or ambiguous environments
  • Experience managing timelines, deliverables, and cross-functional communication
  • Ability to serve as a primary client contact and provide regular updates
  • Undergraduate degree in Finance, Accounting, or a related field; Accounting strongly preferred
  • Experience in cross-functional or client-facing environments
  • Proficiency in Microsoft PowerPoint
  • CPA certification
  • Month-end close, controllership, or public accounting exposure
  • Experience working with private equity firms or portfolio companies
  • Experience building dashboards with Power BI
  • Hands-on experience with DAX, SQL, and/or Python
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The Company
HQ: Minneapolis, Minnesota
32 Employees
Year Founded: 2010

What We Do

At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to unite industries like never before. Xerxes Global unites different business that share a common goal: to never stop Getting Better. By working together, our businesses share resources, experts and knowledge in order grow in Bolder directions than they could have on their own. These are the companies that come together to make Xerxes Global. Individually, each of Xerxes Global’s companies are innovative industry leaders. Together, we’re gamechangers. Our Portfolio of Brands: EBM Software: Making it Easier to Be Better Catalyst: FP&A Cloud Diligent: Where M&A Happens Blue Ops - Private Equity's Most Trusted Partner ARC - Association for Retail & Consumer Professionals Studio X - is a fully integrated video production suite located close to the heart of Minneapolis, MN. Servicing agencies, production companies & brands, Studio X works across all media channels & platforms to help our clients think bolder and be better.

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