REMOTE ESOP ANALYST
About The Position
The ESOP Analyst will leverage their experience in financial modeling, valuation techniques, and ESOP administration to support the firm's Employee Stock Ownership Plan (ESOP) transaction services. This client-facing role focuses on the support for new ESOP transactions, supporting all phases of our ESOP transaction process: working through financial analysis, deal structuring, bank financing, presentations, and ESOP closing. The ideal candidate will eventually be able to lead new ESOP transactions independently.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field
- 2+ years of experience in ESOP financial feasibility modeling & valuation
- Proficiency in financial modeling, including DCF and other valuation methodologies
- Advanced Microsoft Excel skills and experience with financial analysis tools
- Strong attention to detail and ability to manage complex projects under tight deadlines
- Excellent written and verbal communication skills, with the ability to explain complex concepts clearly
- Client-centric & team-oriented mindset with proven problem-solving abilities
- Organized
Nice To Haves
- Experience in ESOP transactions, valuations, or related financial engagements.
- Certified Valuation Analyst credential or equivalent
- Knowledge of ERISA regulations as it relates to Employee Stock Ownership Plans
- Knowledge of ESOP specific compliance requirements
- Background in commercial banking as it relates to ESOP lending
Responsibilities
- Develop and analyze financial models to support ESOP valuations and transactions.
- Utilize techniques such as Discounted Cash Flow (DCF), Public Comparables, and Capitalized Earnings to assess company value
- Spread financial statements and adjust for non-recurring or extraordinary items to align with GAAP standards
- Conduct variance analysis, risk assessments, and forecasting to refine financial projections
- Prepare client-facing deliverables, presenting a clear narrative of company performance and market trends
- Partner with legal teams to align ESOP operations with organizational goals
- Work closely with project managers and senior leadership to maintain efficient information workflows
- Leverage valuation experience in a variety of applications for client-driven succession planning demand
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Professional, Scientific, and Technical Services
Number of Employees
101-250 employees
