Transaction Group Manager

4 weeks ago


Minneapolis, Minnesota, United States Boulay Full time
Job Overview

Boulay's Transaction Group is seeking a seasoned professional to lead our advisory services in evaluating the risks and rewards of complex business transactions. Our team offers a range of financial, consulting, and valuation services to help clients achieve their investment objectives.

The ideal candidate will have a strong background in financial reporting valuations, business plan development, and strategic investment decisions. They will work closely with clients and internal teams to provide expert guidance and support.

Key Responsibilities:

  • Prepare financial reporting valuations for business combinations, goodwill impairment, and indefinite and long-lived asset impairment.
  • Provide support for clients' business plan development, strategic investment decisions, and other financial objectives.
  • Draft proposals, letters, and other client deliverables.
  • Assist in developing and updating firm models.
  • Attend conferences and training sessions 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:

  • 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.
  • Prior experience in researching and proposing solutions to complex business, tax, and valuation issues.

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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