Experienced Associate, ESOP Advisory
About The Position
The Experienced Associate ESOP (Employee Stock Ownership Plan) Advisory is responsible for data collection, modeling, valuation, and analysis work on phase I feasibility projects but also for supporting phase II transaction execution. The responsibilities include but are not limited to the following: project management, data analysis, discounted cash flow analysis, valuation of closely held businesses, leveraged buy-out modeling, pro-forma income statement and balance sheet creation, creation of Confidential Information Memorandums, creation of document request lists, creation of client deliverables and assisting with marketing materials.
Requirements
- Bachelor’s degree in Economics, Finance, or Accounting, required
- One (1) or more years of work experience in ESOP sell side advisory, ESOP trustee buy side, investment banking, valuation, accounting, and/or strategic service consulting, required
- Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
- Experience with financial modeling and experience conducting financial analysis in Excel, preferred
- Advanced experience using Excel to manipulate data in client related projects, preferred
- High proficiency both verbal and written communication skills (including business writing skills)
- Ability to successfully interact with professionals at all levels, including client executives and owners
- Strong analytical and research skills
- Solid organizational skills
- Ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Able to effectively manage a team of professionals, and delegate work assignments as needed
- Build and maintain strong relationships with internal and client personnel
- Encourage team environment on engagements, and contribute to the professional development of assigned personnel
- Moderate knowledge and understanding of ESOP tax benefits
Nice To Haves
- Master’s degree in Economics, Finance, Accounting, or an MBA, preferred
- CPA or CFA, preferred
- FINRA Series 79, 63, 7, preferred
- Power BI and Visual Basic for Applications (VBA), preferred
Responsibilities
- Financial Modeling Modeling assignments will vary by project but will focus on our valuation and leveraged buy-out models
- Organizes data for ad-hoc projected related modeling
- Assists the team with researching how best to optimize the ESOP structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work
- Collects and analyzes data
- Adjusts project work based on client sophistication and/or needs is key to success in this role
- Analyzes various industries to assist in the creation of the Confidential Information Memorandums (“CIM”)
- Manages timelines while managing expectations of client and Vice Presidents/Directors/Managing Directors
- Collaborates with associates and interns to achieve project deadlines
- Communicates in a clear, concise, and professional manner with colleagues and clients who will be owners and/or C-level executives
- Creates client deliverables in PowerPoint
- Assists with marketing materials
- Assists in development of ESOP advisory associates/interns to enhance professional development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
