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ESOP Advisory Expert

2 months ago

Eden Prairie, Minnesota, United States Boulay Full time
Join Our Business Transaction Group

We are seeking a skilled professional to join our Business Transaction Group at Boulay. Our Transaction Team offers customized advisory services to help clients assess risks and rewards in complex business deals. We provide financial advisory, consulting, and valuation services to support clients in achieving their investment goals.

**Key Responsibilities:**

  • Conduct in-depth financial analysis and due diligence to identify potential risks and opportunities.
  • Develop and maintain complex financial models for ESOP transactions.
  • Participate in client meetings and due diligence to provide expert advice and guidance.
  • Research market data and trends to inform transaction strategies.
  • Design and deliver client presentations and materials to communicate complex financial concepts.

**Requirements:**

  • Bachelor's Degree in finance or accounting.
  • At least 3 years of experience in financial advisory services.
  • Proficiency in Excel and PowerPoint.

**Preferred Qualifications:**

  • CFA, CPA, or related certification.

**Benefits:**

  • 401(k) retirement plan.
  • Dental and health insurance.
  • Flexible schedule and paid time off.
  • Tuition reimbursement.
  • Work from home option.