Remote ESOP Modeling & Strategy Associate

Bazeta

United States

Remote

USD 90,000 - 130,000

Full time

3 days ago

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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.