Job Description
Job Description
Job Title: ESOP Analyst
Department: ESOP
Job Summary:
The ESOP Analyst will leverage their experience in financial modeling, valuation techniques, and ESOP administration to support the firm’s Employee Stock Ownership Plan (ESOP) transaction services. This client-facing role focuses on the support for new ESOP transactions, supporting all phases of our ESOP transaction process: working through financial analysis, deal structuring, bank financing, presentations, and ESOP closing. The ideal candidate will eventually be able to lead new ESOP transactions independently.
Key Responsibilities:
Financial Analysis and Valuation
- 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
Cross-functional Collaboration
- 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
Qualifications:
Education and Experience
- Bachelor’s degree in Finance, Accounting, or a related field
- 2+ years of experience in ESOP financial feasibility modeling & valuation
Skills and Competencies
- 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
Preferred Qualifications:
- 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