BDO Capital- Senior Associate- ESOP Advisory

BDO USA

1d • $73,500 - $131,250

About The Position

The 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.

Requirements

• Bachelor’s degree in Economics, Finance, or Accounting, required
• Minimum of two (2) 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

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
• Tax, Accounting and Structuring: Optimizes the best tax structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work
• Data Collection and Analysis: Collecting 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”)
• Project and Client Management: 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
• Other duties as required: Creates client deliverables in PowerPoint
• Assists with marketing materials
• Assists in development of ESOP advisory associates/interns to enhance professional development

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees