Salary Mid-Point: $140,000
Location: Chicago IL
Job Type: Permanent
Industry: M&A, transaction advisory (private equity)
Position: M&A Finance Manager; M&A Senior Finance Manager (2 roles)
Location - Company: Chicago Loop (moving to new offices on Michigan Avenue in Q2 of 2024); walk to train stations

Location - Work (hybrid): 3 days in office (collaboration with colleagues); very limited travel to clients (0% for most staff - 20% max)

Highlights from hiring manager:
  • 2 roles (Manager, Senior Manager) with similar profiles
  • Key experience
    • Quality of earnings (QOE) analysis
    • Financial due diligence
    • Buy side and sell side
  • Software
    • Alteryx - Great to have though not required
    • PowerBI - Huge plus though not required
Summary (role overview)
Company is hiring an M&A Finance Manager and an M&A Finance Senior Manager for their Chicago office.  The team specializes in strategic M&A advisory and business growth in private equity, investment banking, portfolio companies and more. The Finance Manager and Senior Manager 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 needing M&A due diligence.  The Finance Manager and Senior 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.
Note: This is not a direct investment banking opportunity.  Company does not specialize in deal valuation nor directly makes buy and sell transaction decisions.  Rather, company provides financial due diligence and other strategic buy and sell side financial analysis to support clients considering M&A transactions.  Company has developed 2 proprietary and specialized FP&A software tools that assist clients with M&A decisions.
  • Analyze operational and financial data to provide insights into clients' business performance
  • Support client M&A due diligence efforts with financial modeling, analysis and data reviews
  • Deliver presentations to clients regarding performance, findings and recommendations
  • Design, advise and support the implementation of key business processes with clients
  • Lead and develop internal engagement teams
  • Lead and develop internal firm initiatives
  • Manage multiple client engagements acting as P&L owner and key client liaison
  • Serve in interim finance and accounting roles for client base
  • Advise client business end-users during software implementations
  • Assist in development of internal best practices, process, and product offerings (e.g. analytics, technology, capabilities, etc.)
Key Success Attributes
Company continues to scale rapidly 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:
  • Self-driven and able to work with minimal supervision
  • Communicates effectively with users/customers & colleagues 2-3 levels up/down and across a range of disciplines, and all levels of management
  • Ability to adapt on the fly
  • 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
  • Ability to use data analysis to develop insights and hypothesis vs. reporting numbers
  • Ability to influence and drive consensus across organizational functional areas
  • Capable of multi-tasking across projects of varying scope and complexity
  • Able to deal with ambiguity
Attitude, Academic, Experience
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 Finance, MBA preferred
  • Minimum 5-10 years of relative P&L management, financial analytical and budgeting experience
  • Worked in cross-functional environments and have lead 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
For immediate consideration, please email your resume in Word format to Cameron at