Experienced Senior Associate, ESOP Advisory

BDO USA, P.C. • Dallas, TX

10h

About The Position

The Experienced Senior Associate ESOP (Employee Stock Ownership Plan) Advisory
is responsible for the bulk of the 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. The Experienced Senior
Associate ESOP Advisory will begin to lead client meetings with the oversight of
the Managing Director, ESOP Advisory.

Requirements

• Bachelor’s degree in Economics, Finance, or Accounting, required
• Minimum of three (3) or more years of prior work experience in ESOP sell side advisory, ESOP trustee buy side, investment banking, valuation, accounting, and/or strategic service consulting, required
• Recent 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), required
• 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
• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
• Power BI and Visual Basic for Applications (VBA), highly preferred
• Familiarity with Pitchbook and CapIQ preferred

Responsibilities

• Financial Modeling
• Tax, Accounting and Structuring
• Data Collection and Analysis
• Project and Client Management
• Creates client deliverables in PowerPoint and other Microsoft Office software
• Assists with marketing materials
• Assists in development of ESOP advisory associates/interns to enhance professional growth

Benefits

• BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.
• The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.
• The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
• BDO Total Rewards that encompass so much more than traditional “benefits.”

What This Job Offers

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