Transaction Group Manager

3 weeks ago


Minneapolis, Minnesota, United States Boulay Full time
Transaction Group Manager

We are seeking a skilled professional to lead our Transaction Group. Our team provides advisory services to help clients evaluate the risks and rewards of complex business transactions. Our services include financial, consulting, and valuation services to help clients achieve their investment objectives. We work with clients at all stages of an investment's life cycle, from pre-deal diligence to post-deal financial reporting guidance.

Key Responsibilities
  • Prepare financial reporting valuations for business combinations, goodwill impairment, and long-lived asset impairment.
  • Provide support to clients with business plan development, strategic investment decisions, and financial objectives.
  • Draft proposals, letters, and other client deliverables.
  • Assist in developing and updating firm models.
  • Attend conferences and training to stay up-to-date on best practices.
Requirements
  • 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.
  • Proficiency with Microsoft Excel, Word, and PowerPoint.
Preferred Qualifications
  • 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.
Benefits
  • 401(k) plan.
  • Dental insurance.
  • Disability insurance.
  • Employee assistance program.
  • Flexible schedule.
  • Health insurance.
  • Life insurance.
  • Paid time off.
  • Parental leave.
  • Tuition reimbursement.
  • Vision insurance.


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