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
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
- 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
Top Skills
What We Do
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.”
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.
Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting
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