Teams at Boulay

Support advisors by building financial plans in eMoney, researching planning topics, preparing client meeting materials, rolling tax returns into Holistiplan for tax projections, and assisting with portfolio tasks including trading support and investment due diligence.

Participate in all phases of assurance engagements including planning, fieldwork, and wrap-up. Perform compilations, reviews, and audits of financial statements; test revenue and expenses; audit cash, accounts payable, accrued liabilities, PP&E, and debt schedules. Assist with client communications, special projects (due diligence/M&A), and possible individual tax preparation. Receive one-on-one training, mentorship, and develop competency with accounting software and GAAP/attestation standards.

Support buy/sell-side due diligence projects by extracting and formatting data, building Excel-based financial models (cash-to-accrual), applying GAAP fundamentals, reviewing QuickBooks/ERP data, shadowing client meetings, and presenting a capstone case study to team leaders.