Financial Due Diligence Manager

🕒 Maio 8

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Boulay

Boulay

201 - 500 funcionários

💸 Finanças

Finance • Consulting • Accounting

A Boulay é uma confiável firma de consultoria financeira que tem fornecido serviços abrangentes de contabilidade, auditoria, impostos e consultoria financeira desde 1934. Com mais de 300 funcionários e 115 contadores certificados, a Boulay se especializa em uma ampla gama de serviços financeiros, incluindo consultoria contábil, auditoria e asseguração, consultoria empresarial e gestão de patrimônio. A sua expertise abrange serviços de planejamento patrimonial e fiduciário, planejamento tributário, planejamento de aposentadoria, assessoria em transações e serviços de consultoria de risco. A Boulay atende indivíduos, empresas e organizações públicas, com o objetivo de entender as necessidades financeiras específicas de seus clientes e oferecer recomendações personalizadas. Também proporcionam serviços especializados para setores como construção, imobiliário, energia renovável e mais, destacando seu envolvimento diversificado na indústria. A Boulay está comprometida em ajudar os clientes a alcançar seus objetivos financeiros com confiança.

Descrição

• Manage all aspects of a client engagement including: • Preparing and reviewing detailed reports and performing complex analyses related to cash flows, quality of earnings and assets, working capital, potential liabilities and risks, and the impact of findings on purchase price considerations • Advising clients on how to maximize opportunities and mitigate risks in mergers and acquisitions, including providing recommendations related to deal structure alternatives • Reviewing work prepared by engagement team members and providing clear, constructive feedback • Adhere to the highest degree of professional standards and strict client confidentiality • Manage and contribute to multiple engagements of varying size and complexity, providing due diligence and consulting services to business owners, private equity groups, search funds, and family offices • Support business development efforts by building and maintaining relationships with current and prospective clients, identifying market opportunities, and effectively communicating Boulay’s value proposition • Train, mentor, and coach less experienced staff • Contribute to the continued development and use of best practices within the Transaction Group, including policies, processes, and tools

🎯 Requisitos

• Bachelor’s degree in Accounting, Finance, or related field • 6+ years of overall experience and 4+ years of related due diligence experience • In-depth knowledge of US GAAP accounting principles • Demonstrated career progression, including assuming additional responsibility for deliverables to clients, senior engagement team members, etc. • Extensive experience in project management including planning, organizing, coordinating, and managing staff, and clients, toward the successful completion of a project • Demonstrates adaptability, strong attention to detail, and the ability to quickly learn new processes, apply accounting concepts, and handle sensitive information with discretion. • Excels in independent work and collaboration, with strong interpersonal skills, sound judgment, and the ability to communicate effectively in both written and verbal English while managing multiple priorities. • Preferred: • CPA, CFA, ASA, or ABV • Demonstrated ability and desire to bring new business to the Firm

🏖️ Benefícios

• Flexible Working Hours • Paid Holidays, PTO, and Personal Time • Mentorship Programs • Training & Development Programs • Open Doors at All Levels • Extensive Benefit Offerings • Employee Appreciation Activities

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