Finance and Analytics Analyst

The Compass© team offers a unique and dynamic opportunity within a multi-faceted, growing business serving the private equity and investment banking industry. The Financial Analyst will be responsible for providing financial analysis, modeling, data analytics and business process support in client engagements. This position will also serve as an advisor and liaison to investment banking, private equity, and corporate clients on software implementation engagements.

• Assist with data collecting and organization
• Analyze operational and financial data to provide insights into clients’ business performance
• Create reports/dashboards that effectively communicate client KPIs
• Support the implementation of key business processes with clients
• Advise, support, train and partner with client business end-users on implementation of proprietary solutions / processes
• Communicate effectively with users/customers & colleagues 2-3 levels up/down and across a range of disciplines, and all levels of management
• Assist in preparation and delivery of client presentations regarding performance, findings and recommendations
• Participate in team meetings and client engagements to gain exposure to practices and client communication

WHAT IT TAKES

EBM Technologies is a scaling company 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:

• Strong verbal and written communication skills, problem solving skills, attention to detail and interpersonal skills
• Ability to report the numbers while building an analytical skillset to develop insights and hypothesis
• Capable of multi-tasking across projects of varying scope and complexity
• Ability to adapt on the fly, and deal with ambiguity

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 Business Analytics, Accounting/Finance, Data Science
• Strong technical financial and accounting skills
• Experience with PowerBI and Microsoft Excel
• Strong presentation and problem solving skills

THE PACKAGE

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

THE OPPORTUNITY

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

XGS delivers artificial intelligence solutions to help clients unlock the potential of their data and make better business decisions.

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.