ESOP Advisory Professional

2 weeks ago


Eden Prairie, Minnesota, United States Boulay Full time
About the Role

Boulay is seeking a talented individual to join our Business Transaction Group as a Transaction Services Professional. In this role, you will provide corporate finance and ESOP advisory services to middle-market companies, supporting corporate, ownership transition, and other objectives.

As a key member of our team, you will be responsible for performing financial analysis, preparing financial modeling, and providing support for ESOP transactions, financial opinions, and other valuation engagements. You will also participate in client discussions and due diligence meetings, research and compile market data, and provide client presentations and transaction materials.

Responsibilities
  • Perform financial analysis and financial due diligence
  • 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
What We Offer
  • 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
  • Work from home


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