Boulay is hiring a
Senior Associate|Transaction Advisory

Summary

The job is for a Transaction Group professional who will advise clients on mergers and acquisitions, manage projects, develop relationships with clients, and ensure best practices within the Transaction Group. The job requires a bachelor's degree in Finance, Economics, Accounting or a related business degree, at least 2 years of experience in Audit, Attest or Transaction Advisory practice, strong knowledge of generally accepted accounting principles (GAAP), proficiency with Microsoft Office, and excellent interpersonal skills. Preferred qualifications include CPA or equivalent certifications, extensive experience with quality of earnings, due diligence, and deal structure strategies, and strong knowledge of financial reporting principles affecting M&A activities.

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

Responsibilities

• 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
• 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 our value 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

Preferred Qualifications

• 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

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