REMOTE ESOP ANALYST

Berman Hopkins Wright & LaHam CPAs; Orlando (FL); Remote; USD 70,000 - 90,000; Full time

Job summary

A financial consulting firm in Orlando is seeking an ESOP Analyst to leverage expertise in financial modeling and valuation methods. The role involves supporting ESOP transactions and requires strong analytical capabilities and advanced Excel skills. Candidates should have at least 2 years of experience in ESOP financial modeling and preferably hold a relevant degree. Opportunities for professional growth included.

Qualifications

• 2+ years of experience in ESOP financial feasibility modeling & valuation.
• Proficiency in financial modeling, including DCF and other valuation methodologies.
• Experience in ESOP transactions, valuations, or related financial engagements preferred.

Responsibilities

• Develop and analyze financial models to support ESOP valuations and transactions.
• Prepare client-facing deliverables presenting narrative of company performance.
• Partner with legal teams to align ESOP operations with organizational goals.

Skills

Financial modeling

Valuation techniques

Advanced Microsoft Excel skills

Attention to detail

Excellent communication skills

Client-centric mindset

Education

Bachelor’s degree in Finance, Accounting, or a related field

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