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