Job Description
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 bolthires 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 Apply tot his job Apply tot his job Apply tot his job
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