Associate - ESOP Consulting

Bazeta; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Disability Insurance

Life and AD&D Insurance

Paid Parental Leave

Paid Time Off

Job summary

Prairie Capital Advisors, Inc. is seeking an Associate to join our ESOP consulting practice. You will assist project managers in building repurchase models and integrating them into ESOP sustainability analyses, and you will present findings to company leadership and the Board.

Required are a finance/accounting/economics degree (MBA preferred), 2–7 years of financial modeling experience, strong Excel skills, and knowledge of ESOP design and compliance testing. Travel is <10%.

Qualifications

• Bachelor’s degree in finance, accounting, or economics (MBA a plus).
• 2–7 years of experience with financial modeling and/or repurchase obligation analysis.
• Strong knowledge of ESOP plan design and compliance testing.
• Proficient in Excel; strong technical writing skills.
• Understanding of company financial statements (income statement, balance sheet, cash flows).
• Experience with AI tools (e.g., ChatGPT, Claude) is a plus.
• Experience with non-qualified plans (SAR or other Synthetic Equity) is 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.

Skills

Financial modeling

Repurchase Obligation analysis

Excel

Technical writing

AI tools familiarity

ESOP design understanding

Understanding financial statements

Non-qualified plans experience

Education

Bachelor’s degree in finance/accounting/economics

MBA

Tools

Excel

AI tools (ChatGPT, Claude)

Job description

# Associate - ESOP ConsultingUnited States6 hours agoID 3716028$90,000 Salary## DetailsEmployment type: Full-timeRemote: YesSalary from: 90,000Salary to: 130,000Company: Prairie Capital Advisors, Inc.## DescriptionPrairie 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 and click on 'E-Verify' located near the bottom of the page. Salary: $90,000 - $130,000 Originally posted on Himalayas