Financial Due Diligence Senior Associate

AI overview

Support clients in maximizing opportunities during mergers and acquisitions by conducting thorough due diligence and delivering actionable insights on financial and operational risks.

We are currently seeking a talented and driven professional to join our Transaction Group. The Financial Due Diligence Senior Associate will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges including, buy and sell-side due diligence, working capital consulting, and purchase price accounting. You will work directly with client executives along with leaders of our Transaction team. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges.

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:

  • 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
  • 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
  • Develop 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
  • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition
  • Responsible for engagement management, including preparing and presenting accounting findings and concepts
  • Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
  • Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools

Requirements

  • Bachelor's degree in Finance, Economics, Accounting or related business degree
  • Minimum of 2 busy seasons of assurance (Audit, Review, Compilation) experience
  • Strong knowledge of generally accepted accounting principles (GAAP)
  • Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project
  • Ability to be a self-starter and be confident when interacting with clients
  • Strong business development mindset: relationship management skills and the ability to influence/negotiate deals
  • Proficiency with Microsoft Office, particularly Excel and PowerPoint
  • Ability to creatively solve problems and analyze client data
  • Strong interpersonal skills, a team-based attitude, and a desire to collaborate

Preferred:

  • CPA or equivalent.

The annual salary range for this position is: $78,000 - $110,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. 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 applicantsIf 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.

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

Perks & Benefits Extracted with AI

  • Education Stipend: Tuition reimbursement
  • Flexible Work Hours: Flexible schedules
  • Health Insurance: 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.
  • 401(k): 401(k)
  • Paid Parental Leave: Parental leave
  • Paid Time Off: Paid time away

At Boulay we work with individuals, closely-held businesses and public companies to help ensure their financial success. Our team of over 250 professionals—including 35 partners and 107 Certified Public Accountants—is committed to give you the absolute confidence to make the best decisions and the peace of mind to know they are right. Located in Eden Prairie, Mankato and Minneapolis, MN and Naples, FL, we are a member of PrimeGlobal, a global association of independent accounting firms giving us access to accounting professionals in virtually any part of the globe.Since 1934 our focus continues to be the same—collaborating with you and providing smart, in-depth thinking from experts in accounting, audit, tax and business consulting that “HELP YOU GET THERE.” Whether it’s protecting your business, building your wealth or securing your future, you can count on Boulay to go beyond meeting your financial reporting matters and providing you with sound business advice, options, best practices and tailor-made, workable solutions.

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Salary
$78,000 – $110,000 per year
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