Experienced Senior Associate, ESOP Advisory

BDO USA•Dallas, TX

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
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, 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
Power BI and Visual Basic for Applications (VBA), highly preferred
Familiarity with Pitchbook and CapIQ preferred

Responsibilities

Financial Modeling Modeling assignments will vary by project but will focus on our valuation and leveraged buy-out models
Manipulates data for ad-hoc projected related modeling
Reviews associates and interns work
Optimizes the best tax structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work
Collectis and analyzing data is a daily component in this role
Adjusts project work based on client sophistication and/or needs is key to success in this role
Analyzes various industries for the creation of Confidential Information Memorandums (“CIM”)
Manages timelines while managing expectations of client and Vice Presidents/Directors/Managing Directors is key in this role
Collaborates with associates and interns to achieve project deadlines
Communicates in a clear, concise, and professional manner with clients who will be owners and/or C-level executives
Leads client meetings with the oversight of the Managing Director, ESOP Advisory
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