Boulay
Overview
We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. This team offers advisory services to help our clients evaluate the risks and rewards of complex business transactions. Our approach is customized for each client, offering a full menu of integrated service or an à la carte approach. 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 Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual will manage and execute engagements in areas such as financial due diligence and transaction consulting matters. They will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. The position is responsible for leading project scheduling and coordination of most projects, developing and training staff, and working cross‑departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in more than 20 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.
Responsibilities
Manage all aspects of an engagement including:
Lead and manage engagement workstreams
Develop and review 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
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives
Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
Train less experienced staff
and resolve complex technical accounting issues
Adhere to the highest degree of professional standards and strict client confidentiality
Manage and work on multiple projects of varying size and complexity related to financial due diligence and transaction consulting for business owners, private equity groups, search funds, and family offices
Play an integral role in developing relationships with current and prospective clients, identifying market opportunities and articulating our value proposition
Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools
Effectively oversee and review the work of less experienced staff with poise and professionalism, especially during peak work periods
Assign work to less experienced staff based on their knowledge and capabilities
Requirements
Bachelor’s Degree in Accounting, Finance, or a related field
6+ years of overall experience and 4+ years of related due diligence experience
In‑depth knowledge of US GAAP accounting principles
Demonstrated career progression, including assuming additional responsibility for deliverables to clients, senior engagement team members, etc.
Extensive experience in project management including planning, organizing, coordinating, and managing staff and clients, toward the successful completion of a project
Demonstrates adaptability, strong attention to detail, and the ability to quickly learn new processes, apply accounting concepts, and handle sensitive information with discretion
Excels in independent work and collaboration, with strong interpersonal skills, sound judgment, and the ability to communicate effectively in both written and verbal English while managing multiple priorities
Preferred:
CPA or CFA
Salary The annual salary range for this position is: $120,000 - $165,000. 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.
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
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.
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The Boulay Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual will manage and execute engagements in areas such as financial due diligence and transaction consulting matters. They will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. The position is responsible for leading project scheduling and coordination of most projects, developing and training staff, and working cross‑departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in more than 20 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.
Responsibilities
Manage all aspects of an engagement including:
Lead and manage engagement workstreams
Develop and review 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
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives
Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
Train less experienced staff
and resolve complex technical accounting issues
Adhere to the highest degree of professional standards and strict client confidentiality
Manage and work on multiple projects of varying size and complexity related to financial due diligence and transaction consulting for business owners, private equity groups, search funds, and family offices
Play an integral role in developing relationships with current and prospective clients, identifying market opportunities and articulating our value proposition
Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools
Effectively oversee and review the work of less experienced staff with poise and professionalism, especially during peak work periods
Assign work to less experienced staff based on their knowledge and capabilities
Requirements
Bachelor’s Degree in Accounting, Finance, or a related field
6+ years of overall experience and 4+ years of related due diligence experience
In‑depth knowledge of US GAAP accounting principles
Demonstrated career progression, including assuming additional responsibility for deliverables to clients, senior engagement team members, etc.
Extensive experience in project management including planning, organizing, coordinating, and managing staff and clients, toward the successful completion of a project
Demonstrates adaptability, strong attention to detail, and the ability to quickly learn new processes, apply accounting concepts, and handle sensitive information with discretion
Excels in independent work and collaboration, with strong interpersonal skills, sound judgment, and the ability to communicate effectively in both written and verbal English while managing multiple priorities
Preferred:
CPA or CFA
Salary The annual salary range for this position is: $120,000 - $165,000. 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.
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
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.
#J-18808-Ljbffr