Experienced Senior Associate, ESOP Advisory

Job Summary:

The Experienced 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. The Experienced Senior Associate ESOP Advisory will begin to lead client meetings with the oversight of the Managing Director, ESOP Advisory.

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

• Collectis 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
• Leads client meetings with the oversight of the Managing Director, ESOP Advisory

Other duties as required:

• Creates client deliverables in PowerPoint and other Microsoft Office software
• Assists with marketing materials

Supervisory Responsibilities:

Assists in development of ESOP advisory associates/interns to enhance professional growth

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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 three (3\) 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
• 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
• Familiarity with Pitchbook and CapIQ preferred

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

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well\-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits\* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight\-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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