Financial Analyst

4 weeks ago

Washington, Washington, D.C., United States Boulay Full time
Job Title: ESOP Advisory Specialist

We are seeking a talented individual to join our Business Transaction Group at Boulay. Our team offers advisory services to help clients evaluate the risks and rewards of complex business transactions. We provide customized solutions for each client, offering a range of financial advisory, consulting, and valuation services to help them achieve their investment objectives.

Key Responsibilities:
  • Perform financial analysis and due diligence for ESOP transactions
  • Prepare financial modeling and provide 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:
  • Bachelor's Degree in finance or accounting
  • 3+ years of experience preparing transaction opinions or performing financial 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
  • Strong attention to detail
Preferred Qualifications:
  • CFA, CPA, or other related 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

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