Associate - ESOP Consulting

Prairie Capital Advisors, Inc.; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Prairie Capital Advisors, Inc. is an employee-owned firm offering investment banking, ESOP advisory and valuation services to support growth and ownership transitions for middle-market organizations.

The Associate will spend most of their time assisting project managers in building Repurchase Obligation scenarios and integrating them into broader ESOP Sustainability analysis. They will participate in presentations to company leadership and the Board of Directors.

Qualifications

• Bachelors degree in finance/accounting/economics or related field; MBA a plus.
• 2-7 years of experience with financial modeling and/or Repurchase Obligation analysis.
• Strong understanding of ESOP Plan Design and compliance testing.
• Strong Excel skills, especially assumption driven models.
• Strong technical writing skills.
• Basic understanding of company financials (IFRS/GAAP not specified) and cash flows.
• Experience with AI tools (ChatGPT, Claude, etc.) a plus.
• Experience with Non-qualified plans (SAR or other Synthetic Equity) a plus.

Responsibilities

• Manage the repurchase model for sustainability engagements and advise the Project Manager on recommended alternative scenarios.
• Assist in developing/enhancing the repurchase and sustainability model.
• Be able to manage multiple engagements concurrently.
• Assist in developing training materials for ESOP administration, repurchase obligation and sustainability.
• Represent the practice and Prairie at local and regional ESOP events; build a referral network.
• Develop the ability to present at local ESOP conferences and meetings.

Skills

Financial modeling

AI familiarity

Technical writing

Education

Bachelors degree in finance/accounting/economics

MBA

Tools

Excel

AI tools

Job description

Prairie Capital Advisors, Inc. is an employee-owned company that offers investment banking, ESOP advisory and valuation services to support the growth and ownership transition strategies of middle-market organizations. Our core values of Integrity, Respect, Teamwork and Passion are the foundation of our business. As an employee-owned firm, cultural fit is extremely important to us. Many companies talk about their culture – but we believe a truly special environment is formed when you build successful people around you. When you are passionate about what you do and those around you, it shows.

Our employee-owners enjoy a highly collaborative and entrepreneurial environment where they are given as much responsibility as their experience and capabilities permit. We are currently seeking an Associate to join our team. This individual will spend most of their time assisting project managers in building Repurchase Obligation scenarios and integrating them into broader Employ Stock Ownership Plan (ESOP) Sustainability analysis. They will participate in presentations to company leadership and the Board of Directors.

Job Responsibilities

• Manage the repurchase model for sustainability engagements and advise the Project Manager on recommended alternative scenarios.
• Assist in developing/enhancing the repurchase and sustainability model
• Be able to manage multiple engagements concurrently.
• Assist in developing training materials for ESOP administration, repurchase obligation and sustainability.
• Represent the practice and Prairie at local and regional ESOP events. Aptitude for building a referral network.
• Develop the ability to present at their local ESOP conferences and meetings.

Position Requirements

• Bachelor’s degree in finance/accounting/economics or related experience in any of the fields. MBA a plus.
• Two to Seven years of experience with financial modeling and/or Repurchase Obligation analysis
• Good understanding of ESOP Plan Design and compliance testing
• Strong Excel skills, especially assumption driven models
• Strong technical writing skills
• Basic understanding of company financials (Income Statement, Balance Sheet and Statement of Cash Flows)
• Experience using AI (Chat GPT, Claude, etc.) a plus
• Experience with Non-qualified plans (SAR or other Synthetic Equity, etc.) a plus

Work Environment

Local office preferred, Remote possible, Travel <10%

Total Compensation

$90,000 - $130,000

Benefits Statement

At Prairie Capital Advisors, we believe in fostering a supportive and enriching environment that promotes the well-being of our employees both professionally and personally. We are proud to offer a comprehensive benefits package designed to help you live a happy and healthy life inside and outside the office. Our benefits include:

• Medical, Dental, and Vision Insurance: Comprehensive coverage to meet your healthcare needs.
• Short and Long-Term Disability Insurance: Financial protection in case of unexpected health issues.
• Basic Life and Accidental Death & Dismemberment Insurance: Peace of mind for you and your loved ones.
• Generous Sick and Vacation Time: Ample time to rest, recharge, and spend with family and friends.
• Paid Parental Leave: Support for you to bond with your new child.

At Prairie Capital Advisors, we are committed to ensuring our employees' well-being and work-life balance. Join us and experience a workplace that values your health and happiness.

EEO Statement

Prairie Capital Advisors is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

E-Verify Statement

Prairie Capital Advisors participates in the federal government’s E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to www.uscis.gov and click on 'E-Verify' located near the bottom of the page.