Experienced Senior Associate, ESOP Advisory

Job Summary

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‑form 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.

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

• Collects and analyzes 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
• Leads client meetings with the oversight of the Managing Director, ESOP Advisory

Other duties as required

• Creates client deliverables in PowerPoint and other Microsoft Office software
• Assists with marketing materials

Supervisory Responsibilities

• Assists in development of ESOP advisory associates/interns to enhance professional growth

Education

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

Experience

• 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

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), highly preferred
• Familiarity with Pitchbook and CapIQ preferred

Other Knowledge, Skills & Abilities

• 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