Boulay is hiring a
Manager

Summary

The job description is for a Transaction Group Manager (ESOP Advisory) position at Boulay's Business Transaction Group. This role involves providing financial advisory services to middle-market companies, with a flexible work environment. The required qualifications include a Bachelor's Degree in finance or accounting, 5+ years of experience, and relevant certifications.

Requirements

• Bachelor’s Degree in finance or accounting
• 5+ years of experience preparing transaction opinions or performing financial (ESOP-specific experience preferred)
• CFA, CPA or other related certification

Responsibilities

• Perform financial analysis and financial and other due diligence
• Prepare and deliver financial modeling and other support for ESOP transactions, financial opinions, and other valuation engagements
• Present client presentations, transaction materials, and other related correspondence
• Co-lead client discussions and due diligence meetings
• Research and compile market data for prior or future transactions
• Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
• Manage and prioritize team responsibilities
• Ensure that ‘best practices’ are developed and used within the Transaction Group, including policies, processes, and tools
• Be a key member of the Transaction Group with a shared vision, coach and motivate team members, and build a spirit of trust within the team

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