Director M&A

Position:
Director, M&A Analytics

Company:
Blue Ops

Location:

Chicago, IL

Blue Ops Partners is a premier M&A firm serving as the most trusted partner to private equity firms, investment banks, and portfolio companies throughout the M&A lifecycle. Since 2010, we have combined deep operational expertise with cutting-edge technology and AI-driven analytics to deliver superior outcomes for our clients.

Specializing in strategic FP&A advisory, operational finance, and business analytics, we partner with small to mid-sized businesses to drive financial discipline, enhance reporting accuracy, and build scalable processes that create lasting value.

At Blue Ops, we're building a team of senior operators and forward-thinking professionals who use deep expertise, sharp judgment, and an active embrace of AI and new technologies to drive outsized impact for our clients. We value leaders who have already built things: client relationships, teams, track records and who now want a platform where their expertise compounds into something larger.

This is a place for experienced professionals who want real ownership, strong peers to sharpen their thinking against, and a visible path into firm leadership.

The Director, M&A Analytics is a senior leader in our M&A Analytics practice who oversees a portfolio of M&A consulting engagements for private equity sponsors and investment banking clients. Day-to-day, the Director reviews critical client deliverables, champions AI and Blue Ops' proprietary analytics tools to sharpen delivery, and serves as a trusted advisor to PE deal teams, investment bankers, and portfolio company finance leaders.

Beyond engagement work, this role is central to building the next generation of Blue Ops talent, mentoring Managers and Senior Managers, shaping career paths, and modeling the technical excellence and client orientation that define our brand. This is a player-coach role for someone who has built credibility in the market and now wants a platform to multiply their impact through the people they develop.

• Ability to communicate effectively internally and externally across a range of disciplines, and all levels of management
• Ability touse data analysis to develop insights to drive client value
• Strong interest in Technology and integration of AI focused strategies and tools
• Capable of multi-tasking across projects and overseeing 5+ client engagements concurrently, with varying teams, scope and complexity
• Ability to adapt on the fly, and comfortable with ambiguity
• Ability to influence and drive consensus across all 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
• Travel: 5–15% to client sites, PE firm offices, and industry events, based on engagement mix

• 10–13 years of progressive experience in transaction advisory services, financial due diligence, investment banking, private equity, or corporate development.
• Bachelor’s Degree Required - emphasis in Accounting or Finance; CPA strongly preferred, MBA or CFA a plus.
• Experience leading M&A consulting projects for private equity sponsors and/or investment banks in an analytics, QoE, or management consulting capacity.
• Demonstrated track record of mentoring and developing high-performing professionals — investing in career growth, modeling client excellence, and building the next layer of leadership beneath you.
• Expert-level financial modeling, financial statement analysis, and advanced Excel fluency; exposure to Power BI, Alteryx, or SQL a plus.
• Experience leading and developing teams across multiple concurrent engagements, with a passion for coaching, career development, and growing…