Remote Senior/Supervisor

Summary

Join Boulay's Business Transaction Group as a Senior/Supervisor (ESOP Advisory) to provide corporate finance and ESOP advisory services to middle-market companies, with opportunities for remote work and flexible scheduling.

Requirements

• Bachelor’s Degree in finance or accounting
• 3+ years of experience preparing transaction opinions or performing financial (ESOP-specific experience preferred) advisory services
• Experience with transaction advisory engagements, timelines, and processes
• Strong computer skills, including proficiency with Microsoft Excel for financial modeling purposes and PowerPoint for client presentation and communication purposes
• Strong attention to detail; sweats the small details of financial models and reports

Responsibilities

• Perform financial analysis and financial and other due diligence
• Prepare financial modeling and provide other support for ESOP transactions, financial opinions, and other valuation engagements
• Participate in client discussions and due diligence meetings
• Research and compile market data for prior or future transactions
• Provide client presentations, transaction materials, and other related correspondence

Preferred Qualifications

CFA, CPA, or other related certification (or demonstrable progress toward achieving a certification)

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