ESOP Consultant

1 week ago


Eden Prairie, Minnesota, United States Boulay Full time
Become a Key Member of Our Business Transaction Team

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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