Senior ESOP Valuation & Advisory Associate

Marshall & Stevens Inc; Santa Ana (CA); On-site; USD 85,000 - 105,000; Full time

Job summary

Marshall & Stevens Inc., a leading independent valuation firm, is seeking an Associate or Senior Associate in ESOP Valuation & Advisory in Santa Ana, CA. You will analyze privately held interests in ESOP transactions, build and interpret financial models, and support client presentations.

The role grows toward project management, client leadership, and business judgment as you gain experience; a Bachelor's in Finance, Business, Accounting, or Economics is required, with 1–4 years in valuation or

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or Economics.
• 1–4 years of valuation/corporate finance experience preferred.
• Strong Excel-based modeling and basic ESOP knowledge.
• Excellent written and verbal communication for client-facing work.

Responsibilities

• Construct and refine financial models for ESOP transactions, valuation of ESOP companies, feasibility analyses and related advisory assignments using income, market and asset-based approaches to value.
• Collect and analyze company financial statements, tax returns, and other relevant information to understand operating models, business performance, financial characteristics and key valuation drivers.
• Conduct industry and economic research to connect company performance with market trends in support of valuation assumptions and conclusions.
• Participate in client meetings together with ESOP trustees, legal counsel and other advisors, taking increasing responsibility based on experience and demonstrated ability.
• Prepare detailed and thoughtful written reports summarizing the subject company’s operations, the framework of the valuation analysis, and the basis for final conclusions.
• Help manage engagement workflow, information requests, deadlines, and quality control processes while keeping senior team members appraised on significant issues.
• Apply sound judgment, ask the right questions and connect the analysis to the broader objectives.
• Contribute to practice initiatives, market research, recruiting, training and process improvement.

Skills

Excel-based modeling

Financial analysis

ESOP concepts

Client communication

Education

Bachelor’s degree in Finance/Business/Accounting/Economics

Tools

Excel

Job description

Marshall & Stevens Inc., a leading independent valuation firm, is seeking an Associate or Senior Associate in ESOP Valuation & Advisory in Santa Ana, CA. You will analyze privately held interests in ESOP transactions, build and interpret financial models, and support client presentations.

The role grows toward project management, client leadership, and business judgment as you gain experience; a Bachelor's in Finance, Business, Accounting, or Economics is required, with 1–4 years in valuation or