Transaction Advisory Associate

Blue Ops is looking to add an Associate to our growing M&A team in Charlotte.

This is a unique opportunity to work directly on private equity transactions and M&A engagements, supporting financial diligence, transaction analysis, and deal execution for private equity firms and their portfolio companies.

The Associate will play a key role in financial analysis, modeling, and diligence workstreams, working closely with experienced team members to support transaction insights and client deliverables.

Key responsibilities include:

Support buy-side and sell-side financial due diligence engagements, including Quality of Earnings (QoE), EBITDA, and working capital analysis

Own the first version of every deliverable – formatted in the Blue Ops template, tied out, and carrying a drafted takeaway for each schedule: what story it tells and why it matters

Build and maintain financial models and Excel-based analyses

Analyze financial and operational data to identify transaction risks, trends and value drivers, and bring the gaps and outliers the analysis has not yet explained to the project managers

Assist with data collection, organization, and financial profiling for diligence engagements

Act as a point of contact for client requests: acknowledge them promptly, schedule meetings, and send client communications where applicable

Support preparation of client presentations and diligence reports

Help manage engagement timelines and deliverables across deal teams

Collaborate with internal team members and clients to support deal execution and transaction analysis

What We're Looking for:

1.5–4 years of experience in transaction advisory, financial diligence, consulting, investment banking, audit, or corporate finance

Background from Big 4 or mid-tier accounting firms, consulting firms, or strong corporate finance programs preferred

Strong financial statement analysis and financial modeling skills

Advanced Excel proficiency

Ability to analyze financial and operational data and communicate insights clearly

Strong interest in M&A, private equity, and transaction advisory

An entrepreneurial mindset: you look for faster, cleaner ways to do the work, automate what repeats, and share what you build

Nice to have:

Exposure to analytics tools or financial reporting technologies such as Power BI, Alteryx, or SQL

CPA, CFA, or CMA (or progress toward certification)

Why Blue Ops?

Direct exposure to private equity transactions

Hands-on experience across the full M&A lifecycle

Opportunity to work with PE firms and portfolio company leadership

Real ownership from the start – responsibility moves down as soon as you are ready for it

Fast-paced consulting environment with strong career development opportunities