Senior Finance and Analytics Manager

The Company

The Compass team under Blue Ops offers a unique and dynamic opportunity within a multi‑faceted, growing business serving the CFO‑tower and portfolio companies in the private equity and investment banking industry. Compass is a hybrid, cloud‑based financial and analytics solution designed specifically for lower‑mid‑market and mid‑market companies and private equity‑backed firms. The offer combines a software platform with a dedicated team of finance experts to function as an embedded finance and analytics department.

As a Sr. Manager, you 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. The Senior Finance Manager 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.

• Key contact and multiple engagement manager / owner for client
• Navigate complex and ambiguous client situations
• Lead a significant internal initiative or program
• Develop new product/solution that adds significant value to the firm
• Lead client pitches resulting in closed businesses
• Manage through and execute pre‑work phase of an engagement
• Attend networking events in a senior capacity

• Communicate effectively internally and externally across a range of disciplines
• Capable of multi‑tasking across projects of varying scope and complexity
• Adapt on the fly and be comfortable with ambiguity
• Influence and drive consensus across organizational functional areas
• Effectively manage engagement execution (e.g., deliverable timelines, economics, scope/re‑scoping, quality, customer satisfaction, team effectiveness)
• 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

While we’re looking for 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:

• 7‑15 years of relevant professional experience
• Undergraduate B.S. Degree – emphasis in Accounting & Finance
• Nice to haves:
• CPA, CFA, CMA, MBA preferred
• Experience with programming languages (e.g., Python, SQL, DAX, etc.)
• Experience with Power
  
  BI or similar visualization tools
• Experience in the following industries:
  Manufacturing, Business Services, CPG
• Worked in cross‑functional environments and have led cross‑functional teams
• 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
• Transactional Advisory Services experience preferred