ESOP Advisory | Senior/Supervisor

We are currently seeking a talented individual to join our Business Transaction Group. Boulay’s Transaction 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 ala-carte approach. Our offerings include a range of financial advisory, 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 Transaction Group Senior/Supervisor (ESOP Advisory) is responsible for providing corporate finance and ESOP Advisory services to middle-market companies to support corporate, ownership transition, and other objectives. In this position, you will be an active participant in key phases of the transaction and other consulting engagements.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different 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.

 We want to help you build a career fit for your life.

 If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

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

Requirements

Required

• 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
• Strongattention to detail; sweats the small details of financial models and reports

Preferred

• 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