Transaction Group Manager
4 weeks ago
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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