Senior Financial Analyst

Posted 10 Days Ago
Bloomington, MN
In-Office
Junior
Angel or VC Firm • Software • Financial Services
The Role
The Senior Financial Analyst will perform financial analysis, modeling, and support in client engagements, manage data tasks, and assist in due diligence efforts.
Summary Generated by Built In

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  

We now are looking to strengthen our M&A team in Minneapolis with a Senior Financial Analyst.

 

This is a unique and dynamic opportunity in a multi-faceted, growing business. The Senior Financial Analyst will be responsible for providing financial analysis, modeling, and business process support and advisory in client engagements. This position will also serve as a consultant and liaison to our clients on software implementation engagements.

  • Lead data collecting, organization, and profiling tasks
  • Manage Analyst resources on execution team
  • Support client DD efforts with financial modeling, analysis, and data reviews
  • Lead work product timeline execution (monitoring, tracking, delivery)
  • Support the implementation of key business processes with clients
  • Analyze operational and financial data to provide insights into clients’ business performance
  • Lead preparation and delivery of client presentations regarding performance, findings, and recommendations
  • Assist on due diligence - and financial modeling for internal acquisition targets

 

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 thrilling M&A and Private Equity space. We care about the results and our team and are all eager to jump in and get our hands dirty. Important competencies to effectively perform this role include:

 

·        The capacity to communicate across internal teams and external stakeholders from vario us disciplines, industries, and sectors—including C-suite executives

·        Strong problem-solving skills. Ability to use and leverage data analysis to generate actionable insights that drive client value

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

·        Ability to adapt on the fly - comfortable with ambiguity 

·        Communicate effectively with users/customers & colleagues 2-3 levels up/down and across a range of disciplines, and all levels of management

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

·        Have a “client first” mindset with a non-stop focus on creating an exceptional customer experience

 

 

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 – emphasis in Accounting & Finance

·        2-3 years of relevant professional experience

·        Certifications: CPA, CFA, or CMA

·        Proficient in key third party technologies (e.g. MS Power Platform, MS Powerpoint, MS Word, Alteryx, etc.)

·        Strong technical financial skills (e.g. financial statement preparation/composition, audit, planning & budgeting, etc.)

 

THE PACKAGE

In addition to a very competitive base salary and bonus target, you will get access to a competitive benefits package.

 

THE OPPORTUNITY

Blue Ops is part of Xerxes Global, holding firm comprised of the following businesses:

Blue Ops specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies and more.

EBM Software delivers performance software solutions that drive growth for private equity funds, investment banks and middle market to large corporations.

The Association of Retail and Consumer Professionals (ARC) is the parent organization of the Category Management Association (CMA) and the Shopper Insights Management Association (SIMA).

 

Blue Ops services and solutions are based on the principle that “Great Results come from Disciplined Action.” We further believe that disciplined action can only come from strategies, tactics and execution developed through a deep understanding of each organization’s unique set of customers, products, processes and competitive positioning. Therefore, our engagements utilize a blend of proprietary business intelligence tools, change management techniques and executive insight to build the visibility, accountability, and coordination necessary to produce great results.

 

Blue Ops Partners, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

 

 

Top Skills

Alteryx
Ms Power Platform
Ms Powerpoint
Ms Word
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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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