Boulay ยท 2 months ago
Financial Due Diligence Manager
Pennsylvania, United States
Full-time
Onsite
Senior Level
$120K/yr - $165K/yr
6+ years expBoulay is a company that offers advisory services to help clients evaluate the risks and rewards of complex business transactions. The Financial Due Diligence Manager will help clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures, while managing and executing engagements and leading project scheduling and coordination.
Accounting
Responsibilities
Manage all aspects of an engagement including:
Lead and manage engagement workstreams
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
Evaluate and resolve complex technical accounting issues
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 financial due diligence and transaction 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
Qualification
Required
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 or CFA
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
Company
Boulay
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
201-500 employees
H1B Sponsorship
Boulay has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Andrea Thermos, CPA
Partner
Andrew Kremer, JD, CPA
Partner | Estate and Trust Attorney
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