Transaction Advisory Manager | Due Diligence

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. This 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, 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 Boulay Transaction Advisory Manager is responsible for helping manage our Transaction Advisory services.  This individual would be responsible for managing and executing due diligence engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and respond to the various business opportunities and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. Tasks are typically conducted with little to no direct supervision but with direction from a Partner or directly from the client.

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:

• 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. 
• 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. 

• 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 

• Ability to creatively solve problems and analyze client data 

• Strong work ethic and the ability to adapt to new challenges and ideas 

• Possess a team-based attitude, and a desire to collaborate  

The targeted salary range for this position is: $120,000 - $140,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. The full salary range for this position is $120,000-$165,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more. 

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at [email protected]. 

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance