We are currently seeking a talented individual to join our Transaction Group. Boulay's Transaction Group offers advisory services to help our clients evaluate the risks and rewards of complex business transactions. Our offerings include a range of financial, consulting, and valuation services to help clients achieve their investment objectives. We work with clients in all stages of an investment's life cycle, including pre-deal diligence and modeling support, post-deal financial reporting guidance, life cycle marks, and investor services.
The Boulay Transaction Group Manager is responsible for advising our clients with their business transaction needs. You will work directly with Boulay and client executives to assist and at times, lead our internal teams. You will assist in helping our clients understand, analyze, and respond to various business opportunities and challenges. This includes managing multiple projects and client relationships simultaneously with some direct supervision.
Responsibilities:
Prepare financial reporting valuations for business combinations, goodwill impairment, indefinite and long-lived asset impairment, stock compensation and embedded derivatives
Provide support to assist clients with their business plan development, strategic investment decisions, or other financial objectives
Drafting proposals, letters and other client deliverables
Assist in developing and updating firm models
Attend conferences and other specialized training to keep the valuation team abreast to best practices
Assisting in training newer staff and interns
Requirements
Qualifications and/or Experience Required:
Minimum of a Bachelor's Degree
5+ years of experience on valuation engagements
3+ years of experience on financial reporting valuation engagements
Understanding of generally accepted valuation approaches (i.e., cost, market and income approach)
Proficiency with Microsoft Excel, Word, and PowerPoint
Ability to creatively solve problems and analyze client data
Preferred:
Ability to work with complex capital structures or embedded derivatives
Working towards ASA, ABV, CFA or similar designation
Previous experience in an audit assist/reviewer role
Experience with CapitalIQ
Prior experience in researching and proposing solutions to complex business, tax and valuation issues
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
Work from home
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Primary and Secondary Education and Non-profit Organizations
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