What are the responsibilities and job description for the Transaction Advisory Supervisor | Post-Close position at Boulay?
We are currently seeking a talented and enthusiastic individual to join our Boulay Transaction Group as a Supervisor (Post-Close). 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 offerings. 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, audit readiness assistance, and investor services.
The Boulay Transaction Group Supervisor is responsible for providing support to a specialized service offering of post-acquisition assistance to organizations that have acquired companies. This individual would be responsible for preparing engagements and working directly with client executives and business owners alongside leaders of the BTG team. You will be vital in helping our clients understand, analyze, and respond to the numerous implications of post-close accounting, such as purchase accounting and establishing opening balance sheets, post-close true-ups, and audit preparation. This position may also provide work direction and technical guidance to less experienced staff and be responsible for the supervision of others.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) 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.
Responsibilities:
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.
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
The Boulay Transaction Group Supervisor is responsible for providing support to a specialized service offering of post-acquisition assistance to organizations that have acquired companies. This individual would be responsible for preparing engagements and working directly with client executives and business owners alongside leaders of the BTG team. You will be vital in helping our clients understand, analyze, and respond to the numerous implications of post-close accounting, such as purchase accounting and establishing opening balance sheets, post-close true-ups, and audit preparation. This position may also provide work direction and technical guidance to less experienced staff and be responsible for the supervision of others.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) 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.
Responsibilities:
- Identifying and executing appropriate methodologies in technical work products of the team, including but not limited to: working capital true-ups, funds flow calculations, revenue recognition, stock compensation, and complex capital structures
- Maintain project documentation while ensuring timely communication and tracking task completion deadlines
- Play an integral role in developing relationships with current and prospective clients
- Assist the valuation, financial due diligence, and audit teams as needed with transactional accounting matters
- Ensure that "best practices" are developed and used within the Transaction Group, including policies, processes, and tools
- Be a vital member of the Transaction Group with a shared vision and spirit of trust within the team
- Bachelor's degree in accounting
- 5 years of related experience
- CPA Designation or working towards it
- Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
- Strong knowledge of all areas of the general ledger, along with reconciliations and month-end / year-end close procedures
- Knowledge of GAAP, financial statement procedures, and knowledge of review, compilation, and auditing standards
- Strong interpersonal and communication skills along with the ability to drive client and team meetings
- Experience with QuickBooks (desktop or online) and/or other general ledger software
- Experience with purchase accounting under ASC 805
Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.
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
Salary : $95,000 - $97,000
