Financial Due Diligence Senior Associate jobs in United States
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Boulay ยท 3 months ago

Financial Due Diligence Senior Associate

positionMinneapolis, MN
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$78K/yr - $110K/yr
date2+ years exp

Boulay is a company that offers a diverse work environment and empowers professionals to achieve their goals. The Financial Due Diligence Senior Associate will play a crucial role in advising clients on mergers and acquisitions, managing projects related to due diligence, and developing client relationships.

Accounting
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Growth Opportunities
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H1B Sponsor Likelynote

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 our value 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

Qualification

GAAP knowledgeFinancial analysisProject managementBachelor's degree in FinanceCPAEquivalentRelationship managementMicrosoft Office proficiencyInterpersonal skillsProblem-solving

Required

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

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

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We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
dateFounded in 1934
location
Eden Prairie, Minnesota, US
people-size201-500 employees
web-link
http://www.BoulayGroup.com

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 Stage

Leadership Team

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Andrea Thermos, CPA
Partner
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Andrew Kremer, JD, CPA
Partner | Estate and Trust Attorney
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Company data provided by crunchbase