ESOP Modeling & Sustainability Associate (Remote)

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 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.