ESOP Consultant
1 week ago
Boulay is seeking a skilled professional to join our Business Transaction Team. Our Transaction Group specializes in tailored advisory solutions designed to assist clients in evaluating the complexities of business transactions. We deliver financial consulting, valuation, and advisory services aimed at helping clients realize their investment aspirations.
Flexible Work Environment and Career Advancement
With a commitment to fostering a diverse workplace, Boulay provides opportunities for remote work. We prioritize your professional development while ensuring a healthy work-life balance.
Your Responsibilities:
- Perform comprehensive financial analysis and due diligence
- Develop financial models for ESOP transactions
- Engage in client discussions and due diligence processes
- Analyze market data relevant to transactions
- Design client presentations and supporting documentation
Qualifications:
Essential:
- Bachelor's Degree in finance or accounting
- A minimum of 3 years in financial advisory roles
- Strong proficiency in Excel and PowerPoint
Desirable:
- CFA, CPA, or similar professional certification
Employee Benefits:
- 401(k) retirement plan
- Comprehensive dental and health insurance
- Flexible working hours and paid time off
- Tuition reimbursement program
- Option to work from home
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