Transaction Advisory Manager – Due Diligence

Job not on LinkedIn

November 3

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🚗 Michigan – Remote

Although this job is listed in Michigan, this company may be open to hiring remote in other states.

+2 more states

🌽 Illinois – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote

💵 $110k - $165k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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Boulay

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Finance • Consulting • Accounting

Boulay is a trusted financial advisory firm that has been providing in-depth accounting, audit, tax, and financial consulting services since 1934. With over 300 employees and 115 certified public accountants, Boulay specializes in a wide range of financial services including accounting advisory, assurance and auditing, business consulting, and wealth management. Their expertise extends to estate and trust services, tax planning, retirement planning, transaction advisory, and risk advisory services. Boulay serves individuals, businesses, and public organizations, aiming to understand their clients' specific financial needs and offer personalized recommendations. They also provide specialized services for sectors such as construction, real estate, renewable energy, and more, highlighting their diverse industry engagement. Boulay is committed to helping clients achieve their financial goals with confidence.

201 - 500 employees

💸 Finance

📋 Description

• Manage all aspects of an engagement including: • Develop/Review detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization • Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives • Possess the ability to review and provide feedback regarding project reports prepared by engagement team members. • Train in less experienced staff. • Adhere to the highest degree of professional standards and strict client confidentiality • Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners, private equity groups, search funds, and family offices • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition • Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools. • Effectively oversee and review the work of less experienced staff with poise and professionalism, especially during peak work periods • Assign work to less experienced staff based on their knowledge and capabilities.

🎯 Requirements

• 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, ASA, CFA or ABV

🏖️ 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