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The Transaction Group Manager at Boulay's Transaction Group is responsible for advising clients on their business transaction needs, preparing financial reporting valuations, supporting clients with business plan development, and assisting in developing firm models. This role requires a minimum of 5 years of valuation experience and proficiency in Microsoft Excel, Word, and PowerPoint.

The Transaction Group Manager (ESOP Advisory) will provide corporate finance and ESOP Advisory services to middle-market companies, participate in key transaction phases, and manage consulting engagements. Responsibilities include financial analysis, modeling, client presentations, market research, and team management. Required qualifications include a Bachelor's Degree in finance or accounting, 5+ years of experience in transaction opinions or financial advisory, and a CFA, CPA, or related certification.

The Wealth Manager is responsible for managing existing client relationships, formulating and implementing advice, developing new client relationships, and providing financial planning services with a focus on investment strategies and portfolio management.

Perform audits, reviews, and compilations of financial statements. Assist with budget forecasts and research technical issues. Strong desire to learn and develop professionally and serve clients. Team player with exemplary communication and organizational skills.

Audit Manager (Quality Review) responsible for managing technical accounting and auditing research, reviewing financial statements, mentoring staff, assisting in resolution of complex issues, and overseeing multiple projects and client relationships. Also involved in continuous quality control improvements and risk minimization.

Join Boulay's Audit Department to work on high-quality audits and reviews of financial statements in various industries. Responsibilities include auditing financial statements, assisting on special projects, researching technical issues, and collaborating with clients and team members. Requires a Bachelor's Degree in accounting, 2+ years of public accounting experience, and CPA licensure or actively working towards it. Strong computer skills, attention to detail, and interpersonal skills are essential.

The Transaction Group Senior/Supervisor (ESOP Advisory) at Boulay is responsible for providing corporate finance and ESOP Advisory services to middle-market companies. Key responsibilities include financial analysis, due diligence, financial modeling, client discussions, and market research. The role requires a Bachelor's Degree in finance or accounting, 3+ years of experience in transaction opinions or financial advisory services, strong computer skills, and attention to detail. Preferred certifications include CFA or CPA. Boulay offers a diverse work environment with remote work options and a range of benefits including flexible schedule and tuition reimbursement.