Transaction Advisory Supervisor | Post-Close

As a Transaction Advisory Supervisor at Boulay, you'll focus on providing post-acquisition support specifically designed for organizations that have undergone business transactions. Your primary responsibilities will include preparing engagement documentation, conducting post-close accounting techniques, and working directly with client executives to navigate purchase accounting and true-ups. You will also oversee team members, ensuring best practices are utilized while developing relationships with clients throughout their investment lifecycle.

To be considered for the Transaction Advisory Supervisor position at Boulay, candidates should have a Bachelor's degree in accounting along with at least 5 years of related experience. A CPA designation or progress towards obtaining one is preferred. Strong knowledge of GAAP, financial statement procedures, and expertise in accounting software like Microsoft Office Suite are critical. Familiarity with purchase accounting under ASC 805, coupled with strong communication skills, will set you up for success in this role.

At Boulay, we foster a diverse and inclusive work environment that encourages flexibility. Our Transaction Advisory Supervisors can choose to work either in our offices located in Minnesota or remotely from over 20 different states. We believe in empowering our employees to work in ways that suit their lifestyles while supporting their professional growth and personal goals through various benefits and resources.

Boulay is committed to your career growth as a Transaction Advisory Supervisor. We provide opportunities for continuous education, professional development, and mentorship. With a culture that emphasizes collaboration and personal achievement, you'll also receive performance feedback that helps you set and reach your professional goals in the transaction advisory space.

Boulay offers a comprehensive benefits package for Transaction Advisory Supervisors, including medical, dental, and vision insurance, 401(k) plans, paid time off, flexible scheduling, and tuition reimbursement programs. We value your work-life balance and provide incentives to ensure both your professional and personal milestones are achievable.

When answering this question, highlight any specific projects that involved post-acquisition accounting tasks. Mention your familiarity with purchase accounting, true-ups, and any related methodologies you employed. It's beneficial to relate how your past experiences prepared you for the challenges faced in this role at Boulay.

To respond effectively, provide examples of how you have previously prioritized tasks in a fast-paced setting. Discuss your organizational skills and any techniques you've developed to ensure timely completion of projects. Mention the importance of communication with team members and clients to manage expectations and maintain transparency.

Focus on your interpersonal skills and dedication to client service. Mention specific strategies such as regular communication, understanding the client's needs, and being proactive in offering solutions. It helps to touch on feedback you've received from clients that demonstrates your effectiveness in building rapport.

Pick a specific project and explain the challenges you faced. Discuss the steps you took to manage the situation, including collaborating with team members, utilizing best practices, and communicating with stakeholders. Highlight the outcomes and any lessons learned that improved your problem-solving skills.

Here, you should outline your educational background and any practical experiences you’ve had that relate to GAAP and financial reporting. Be prepared to discuss specific areas where you've applied this knowledge in previous roles, particularly in the context of transaction advisory work.

Detail your process for conducting financial analyses, emphasizing the critical nature of documentation, validation of data, and thorough review methodologies. Mention tools and software that you utilize to maintain accuracy in your work and any checks you have in place.

When responding, discuss the importance of knowledge sharing and creating a supportive learning environment. Offer examples of how you've previously mentored team members, citing specific strategies like regular feedback sessions, on-the-job training, and career development discussions.

To answer this question, show enthusiasm for the company's mission and the role they play in transaction advisory services. Discuss your alignment with Boulay’s values, your interest in their diverse and collaborative work culture, and how your skills will contribute to enhancing their service offerings.

Discuss the resources you use to stay informed about shifts in accounting standards, including professional journals, webinars, and continuing education courses. Highlight specific instances that showcase your commitment to professional development and adapting to industry changes.

Explaining your approach to client dissatisfaction should focus on your first response: listening and understanding their concerns. Describe how you would work to address their issue, ensuring that you maintain professionalism, and highlight any follow-up actions you’d take to prevent similar issues in the future.