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Job Summary: The Senior Associate ESOP (Employee Stock Ownership Plan) Advisory is responsible for the bulk of the data collection, modeling, valuation, and analysis work on phase I feasibility projects but also for supporting phase II transaction execution. The responsibilities include but are not limited to the following: project management, data analysis, discounted cash flow analysis, valuation of closely held businesses, leveraged buy-out modeling, pro-forma income statement and balance sheet creation, creation of Confidential Information Memorandums, creation of document request lists, creation of client deliverables and assisting with marketing materials. Job Duties:
- Financial Modeling:
- Modeling assignments will vary by project but will focus on our valuation and leveraged buy-out models
- Manipulates data for ad-hoc projected related modeling
- Reviews associates and interns work
- Tax, Accounting and Structuring:
- Optimizes the best tax structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work
- Data Collection and Analysis:
- Collecting and analyzing data is a daily component in this role
- Adjusts project work based on client sophistication and/or needs is key to success in this role
- Analyzes various industries for the creation of Confidential Information Memorandums ("CIM")
- Project and Client Management:
- Manages timelines while managing expectations of client and Vice Presidents/Directors/Managing Directors is key in this role
- Collaborates with associates and interns to achieve project deadlines
- Communicates in a clear, concise, and professional manner with clients who will be owners and/or C-level executives
- Other duties as required:
- Creates client deliverables in PowerPoint
- Assists with marketing materials
Supervisory Responsibilities:
- Assists in development of ESOP advisory associates/interns to enhance professional development
Qualifications, Knowledge, Skills and Abilities: Education:
- Bachelor's degree in Economics, Finance, or Accounting, required
- Master's degree in Economics, Finance, Accounting, or an MBA, preferred
Experience:
- Minimum of two (2) or more years of prior work experience in ESOP sell side advisory, ESOP trustee buy side, investment banking, valuation, accounting, and/or strategic service consulting, required
Excel/Modeling:
- Recent experience with financial modeling and experience conducting financial analysis in Excel, preferred
- Advanced experience using Excel to manipulate data in client related projects, preferred
License/Certifications:
- CPA or CFA, preferred
- FINRA Series 79, 63, 7, preferred
Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
- Power BI and Visual Basic for Applications (VBA), highly preferred
Language:
Other Knowledge, Skills & Abilities:
- High proficiency both verbal and written communication skills (including business writing skills), required
- Ability to successfully interact with professionals at all levels, including client executives and owners
- Strong analytical and research skills
- Solid organizational skills
- Ability to meet project deadlines with a focus on details
- Ability to successfully multi-task while working independently or within a group environment
- Able to effectively manage a team of professionals, and delegate work assignments as needed
- Build and maintain strong relationships with internal and client personnel
- Encourage team environment on engagements, and contribute to the professional development of assigned personnel
- Moderate knowledge and understanding of ESOP tax benefits
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
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BDO USA, LLP
Jan 20, 2026