REMOTE ESOP ANALYST

Berman Hopkins CPAs • Orlando, FL

212d • Remote

About The Position

Berman Hopkins CPAs & Associates, LLP is looking to hire a full-time remote ESOP ANALYST to support our Employee Stock Ownership Plan (ESOP) team. The ESOP Analyst works to support a variety of clients on a national level. This position has a high level of career growth opportunities within the firm.

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.

Benefits

• Positive work culture
• Exceptional benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees