Transaction Group Manager

1 month ago


Minneapolis, Minnesota, United States Boulay Full time
About the Role

We are seeking a highly skilled Transaction Group Manager to join our team at Boulay. As a key member of our Transaction Group, you will play a critical role in advising clients on complex business transactions.

Key Responsibilities
  • Prepare financial reporting valuations for business combinations, goodwill impairment, indefinite and long-lived asset impairment, stock compensation, and embedded derivatives.
  • Provide support to assist clients with their business plan development, strategic investment decisions, or other financial objectives.
  • Drafting proposals, letters, and other client deliverables.
  • Assist in developing and updating firm models.
  • Attend conferences and other specialized training to stay up-to-date on best practices.
  • Assist in training newer staff and interns.
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 (i.e., cost, market, and income approach).
  • Proficiency with Microsoft Excel, Word, and PowerPoint.
  • Ability to creatively solve problems and analyze client data.
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.
  • 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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