ESOP Advisory | Manager - Boulay

We are currently seeking a talented individual to join our Business Transaction Group. Boulay’s Transaction Team offers advisory services to help our clients evaluate the risks and rewards of complex business transactions. Our approach is customized for each client, offering a full menu of integrated service or an ala-carte approach. Our offerings include a range of financial advisory, consulting, and valuation services to help clients achieve their investment objectives. We work with clients in all stages of an investment’s life cycle including pre-deal diligence and modeling support, post-deal financial reporting guidance, life cycle marks and investor services

The Transaction Group Manager (ESOP Advisory) is responsible for providing corporate finance and ESOP Advisory services to middle-market companies to support corporate, ownership transition, and other objectives. In this position, you will be an active participant in key phases of the transaction and other consulting engagements.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

• Perform financial analysis and financial and other due diligence

• Prepare and deliver financial modeling and other support for ESOP transactions, financial opinions, and other valuation engagements

• Present client presentations, transaction materials, and other related correspondence

• Co-lead client discussions and due diligence meetings

• Research and compile market data for prior or future transactions

• Possess the ability to review and provide feedback regarding project reports prepared by engagement team members • Manage and prioritize team responsibilities.

• Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools.

• Be a key member of the Transaction Group with a shared vision, coach and motivate team members, and build a spirit of trust within the team.

Requirements

Required

• Bachelor’s Degree in finance or accounting

• 5+ years of experience preparing transaction opinions or performing financial (ESOP-specific experience preferred) advisory services

• 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