BDO Capital- Senior Associate- ESOP Advisory
About The Position
Job Summary: 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. Job Duties: 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 Supervisory Responsibilities: Assists in development of ESOP advisory associates/interns to enhance professional development
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
- 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
- assisting with marketing materials
- 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
- 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”)
- 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
- 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
Number of Employees
5,001-10,000 employees
