Boulay

Financial Planning and Analysis

• Manage all aspects of a client engagement including:
• Preparing and reviewing detailed reports and performing complex analyses related to cash flows, quality of earnings and assets, working capital, potential liabilities and risks, and the impact of findings on purchase price considerations
• Advising clients on how to maximize opportunities and mitigate risks in mergers and acquisitions, including providing recommendations related to deal structure alternatives
• Reviewing work prepared by engagement team members and providing clear, constructive feedback
• Adhere to the highest degree of professional standards and strict client confidentiality
• Manage and contribute to multiple engagements of varying size and complexity, providing due diligence and consulting services to business owners, private equity groups, search funds, and family offices
• Support business development efforts by building and maintaining relationships with current and prospective clients, identifying market opportunities, and effectively communicating Boulay’s value proposition
• Train, mentor, and coach less experienced staff
• Contribute to the continued development and use of best practices within the Transaction Group, including policies, processes, and tools

Financial Due Diligence Manager

Insurance

• Perform compilations, reviews, and audits of financial statements
• Perform more complex attestation services including, but not limited to: accounts receivable, accrued liabilities, income and expense analysis, equity and investments, and inventory
• Review the workpapers on less complex audits, reviews, and compilations for completeness and accuracy
• Delegate and oversee the initial preparation and set-up of client files and engagement letters
• Plan and coordinate work on assigned segments of an engagement
• Determine the extent of sample sizes required in an audit and select the transactions to be tested
• Work effectively within given budgetary parameters
• Prepare client financial statements and related documents
• Research technical issues
• Prepare drafts of client communications
• Discuss and explain accounting transactions with clients in a group or one-on-one setting
• Begin to identify potential risks, concerns, or issues regarding the client

Senior Associate, Assurance

• Review and possibly oversee all phases of compilations, reviews, and audits of financial statements
• Perform more complex attestation services, including, but not limited to: accrued liabilities, investments, and inventory
• Assist the client with complex accounting transactions and manage internal teams for successful completion
• Review the workpapers for completeness and accuracy
• Delegate and oversee the initial preparation and set-up of client files and engagement letters
• Develop a work plan and timeline for the engagement and delegate work accordingly
• Review sample sizes and transactions to be tested
• Work effectively within given budgetary parameters
• Prepare and review client financial statements and related documents
• Research and prepare memos on technical issues
• Develop and deliver client communications
• Discuss and explain accounting transactions with clients in a group or one-on-one setting
• Identify potential risks, concerns, or issues regarding the client

Financial Due Diligence Manager

Senior Associate, Assurance

Assurance Supervisor