ESOP Feasibility Solution Architect (accounting)

ESOP Partners • Appleton, WI

5d • Onsite

About The Position

The ESOP Feasibility Solution Architect is responsible for the technical and financial analysis underlying ESOP feasibility studies and transactions. This role focuses on modeling, evaluating, and stress-testing ESOP transaction scenarios to determine financial sustainability, compliance, and risk. The position partners with Solution Engineers and internal teams to provide accurate, defensible analysis that supports prospective client recommendations and sales efforts.

Requirements

• Bachelor’s degree in Accounting, Economics, or related field.
• 3–7+ years of experience in tax or audit accounting, mergers & acquisitions/transaction advisory, ESOP consulting, or business valuation.
• Advanced Excel and financial modeling skills.
• Strong attention to detail and analytical rigor.

Nice To Haves

• CPA, CFA, ASA, or similar credentials.
• Experience modeling leveraged transactions and cash-flow–driven structures.
• Working knowledge of 1120, 1120S, and 1065 tax returns.

Responsibilities

• Build and maintain detailed ESOP feasibility models, including: Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed ESOP structures.
• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.
• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.
• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on ESOP technical developments and regulatory changes.
• Consistently perform all duties in alignment with ESOP Partners’ Core Values

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level