REMOTE ESOP ANALYST

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

Qualifications :

Education and Experience

Skills and Competencies

Preferred Qualifications :