ESOP Feasibility Architect: Financial Modeling Lead

esoppartners; Appleton (WI); On-site; USD 95,000 - 130,000; Full time

Job summary

ESOP Partners, Inc. is seeking an ESOP Feasibility Solution Architect to lead financial modeling and analysis underpinning ESOP feasibility studies and transactions.

This role focuses on modeling, evaluating, and stress-testing ESOP transaction scenarios to determine financial sustainability, compliance, and risk. The position partners with Solution Engineers and internal teams to provide accurate, defensible analysis that supports prospective client recommendations and sales efforts.

Qualifications

• Bachelor’s degree in Accounting, Economics, or related field.
• 3–7+ years of experience in tax or audit accounting, M&A/advisory, ESOP consulting, or business valuation.
• Advanced Excel and financial modeling skills.
• Strong attention to detail and analytical rigor.
• Valid US driver’s license with acceptable driving record.
• CPA, CFA, ASA, or similar credentials (preferred).
• Experience modeling leveraged transactions and cash-flow–driven structures (preferred).
• Working knowledge of 1120, 1120S, and 1065 tax returns (preferred).

Responsibilities

• Build and maintain detailed ESOP feasibility models, including: company valuation assumptions and transaction sizing, cash flow and debt service capacity analysis, repurchase obligation forecasts, tax impact and contribution modeling.
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed ESOP structures.
• Prepare clear analytical outputs, schedules, and summaries for client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.
• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align inputs.
• Support transition from feasibility analysis to transaction execution and administration.
• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on ESOP technical developments and regulatory changes.

Skills

Advanced Excel

Financial modeling

Analytical rigor

Tax accounting

ESOP knowledge

Education

Bachelor's degree in Accounting, Economics, or related field

Job description

ESOP Partners, Inc. is seeking an ESOP Feasibility Solution Architect to lead financial modeling and analysis underpinning ESOP feasibility studies and transactions.

This role focuses on modeling, evaluating, and stress-testing ESOP transaction scenarios to determine financial sustainability, compliance, and risk. The position partners with Solution Engineers and internal teams to provide accurate, defensible analysis that supports prospective client recommendations and sales efforts.