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REMOTE ESOP ANALYST
REMOTE ESOP ANALYSTBerman Hopkins Wright & LaHam CPAs • Orlando, FL, United States
REMOTE ESOP ANALYST

REMOTE ESOP ANALYST

Berman Hopkins Wright & LaHam CPAs • Orlando, FL, United States
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Job Description

Job Description

ESOP ANALYST

Berman Hopkins CPAs & Associates, LLP is looking to hire a full-time remote ESOP ANALYST to support our Employee Stock Ownership Plan (ESOP) team. The ESOP Analyst works to support a variety of clients on a national level. This position has a high level of career growth opportunities within the firm.

ABOUT BERMAN HOPKINS CPAS & ASSOCIATES, LLP

Berman Hopkins is a full-service CPA firm that offers a wide range of accounting, tax, business advisory and consulting services with offices in Melbourne and Orlando. Founded in 1958, we are independently owned, and our long-range succession planning ensures that we will remain so. Our mission is to build a relationship with each client in order to understand their business and provide them with solid solutions. We vow to stay independent to offer a clear career path for each employee. Our partners and staff are highly qualified with the education and experience to support our clients with outstanding accounting and financial services. To show our employees how grateful we are for their hard work, we provide a positive work culture and an exceptional benefits package.

Berman Hopkins has been named one of INSIDE Public Accounting’s 2021 Best of the Best Firms. Ranked on more than 50 metrics, Berman Hopkins appreciates this recognition as a top performer within the public accounting profession – producing superior results while planning for long-term sustainability and growth, offering both clients and staff alike a successful future.

A DAY IN THE LIFE OF AN ESOP ANALYST

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 FOR AN ESOP ANALYST

    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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