We are currently seeking a talented and driven professional to join our Transaction Group. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges including, buy and sell-side due diligence, working capital consulting, and purchase price accounting. You will work directly with client executives along with leaders of our Transaction team. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.
We want to help you build a career fit for your life.
If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Responsibilities:
- Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and providerecommendations in the context of deal structuring alternatives
- Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners,private equity groups, search funds, and family offices
- Develop detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings,working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition
- Responsible for engagement management, including preparing and presenting accounting findings and concepts
- Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
- Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools
Requirements
- Bachelor’s degree in Finance, Economics, Accounting or a related business degree
- Minimum of 2 years of experience in Audit, Attest or Transaction Advisory practice
- Strong knowledge of generally accepted accounting principles (GAAP)
- Experience serving business owners, private equity groups, family offices and individual investors
- Extensive experience in project management, including planning, organizing, coordinating, and managing staff
- Ability to be a self-starter and be confident when interacting with clients
- Strong business development mindset: relationship management skills and the ability to influence/negotiate deals
- Proficiency with Microsoft Office, particularly Excel and PowerPoint
- Ability to creatively solve problems and analyze client data
- Strong interpersonal skills, a team-based attitude, and a desire to collaborate
Preferred:
- CPA or equivalent.
- Certifications including the CVA, CM&AA, or CFA.
- Strong experience with quality of earnings, due diligence, and deal structure strategies
- Excellent knowledge of financial reporting principles affecting M&A activities
The annual salary range for this position is: $78,000 - $110,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at [email protected].
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.
Benefits
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Top Skills
What We Do
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.”
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.
Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting
