Boulay

• 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

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. 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 or an ala-carte approach.  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, life cycle marks and investor services.  The Boulay Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual would be responsible for managing and executing engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients. 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. 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: - 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.

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. 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 or an ala-carte approach.  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, life cycle marks and investor services.  The Boulay Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual would be responsible for managing and executing engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients. 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. 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: - 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.

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. 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 or an ala-carte approach.  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, life cycle marks and investor services.  The Boulay Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual would be responsible for managing and executing engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients. 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. 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: - 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.

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. 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 or an ala-carte approach.  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, life cycle marks and investor services.  The Boulay Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual would be responsible for managing and executing engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients. 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. 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: - 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.

We are currently seeking a talented and enthusiastic individual to join our Business Transaction Group. 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 or an ala-carte approach.  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, life cycle marks and investor services.  The Boulay Financial Due Diligence Manager is responsible for helping clients navigate complex transactions by providing financial due diligence services in mergers, acquisitions, and divestitures. This individual would be responsible for managing and executing engagements in areas such as financial due diligence and transaction consulting matters. This individual will be key in helping our clients understand, analyze, and evaluate various deal matters, business opportunities, and challenges. This position is responsible for leading project scheduling and coordination of most projects, developing/training staff, and involves working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks and transition clients. 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. 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: - 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.

• Review census information imports and asset information in preparation of all annual testing • Review Forms 5500 and related schedules • Review and delegate trust accounting projects and other related tasks • Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing) • Delegate plan administration duties • Possess technical familiarity with plan rules regarding distributions, loans, and hardships • Keep current with laws and regulations • Perform ERISA research relating to employee benefit plans and payroll issues • Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas) • Respond to client questions or inquiries • Initiate and manage client communications • Identify and communicate opportunities/issues with superiors • Proactively coordinate, plan, and schedule workflow for effective engagement management • Collaborate cross-departmentally to gather information and resolve client matters • Prepare billing invoices as requested • Act as a trusted and sought-after business advisor to client and peers • Share knowledge, train, and serve as a role model for less experienced staff • Delegate work to less experienced staff based on their knowledge and capabilities • Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work