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REMOTE ESOP ANALYST
REMOTE ESOP ANALYSTBerman Hopkins CPAs and Associates LLP • Orlando, FL, United States
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REMOTE ESOP ANALYST

REMOTE ESOP ANALYST

Berman Hopkins CPAs and Associates LLP • Orlando, FL, United States
[job_card.30_days_ago]
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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
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