Experienced Associate, ESOP Advisory

Job Summary:

The Experienced Associate ESOP (Employee Stock Ownership Plan) Advisory is responsible for 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
• Organizes data for ad-hoc projected related modeling

Tax, Accounting and Structuring

• Assists the team with researching how best to optimize the ESOP structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work

Data Collection and Analysis

• Collects and analyzes data
• Adjusts project work based on client sophistication and/or needs is key to success in this role
• Analyzes various industries to assist in the creation of the Confidential Information Memorandums ("CIM")

Project and Client Management

• Manages timelines while managing expectations of client and Vice Presidents/Directors/Managing Directors
• Collaborates with associates and interns to achieve project deadlines
• Communicates in a clear, concise, and professional manner with colleagues and 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

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree in Economics, Finance, or Accounting, required
• Master's degree in Economics, Finance, Accounting, or an MBA, preferred

Experience:

• One (1) or more years of work experience in ESOP sell side advisory, ESOP trustee buy side, investment banking, valuation, accounting, and/or strategic service consulting, required

License/Certifications:

• CPA or CFA, preferred
• FINRA Series 79, 63, 7, preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
• Power BI and Visual Basic for Applications (VBA), preferred
• Experience with financial modeling and experience conducting financial analysis in Excel, preferred
• Advanced experience using Excel to manipulate data in client related projects, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• High proficiency both verbal and written communication skills (including business writing skills)
• 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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $100,000 - $120,000

Maryland Range: $100,000 - $120,000

NYC/Long Island/Westchester Range: $100,000 - $120,000