BDO Capital-ESOP Advisory Senior Associate

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: N/A 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.
Range: $70,000 to $125,000 BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe.
We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs.
We currently serve more than 400 publicly traded domestic and international clients.
Unparalleled partner-involvement Deep industry knowledge and participation Geographic coverage across the U.
S.
Cohesive global network Focused capabilities across disciplines BDO brings world-class resources and exceptional service to each and every one of our clients.
BDO USA is a member of BDO International, the world’s fifth largest accounting network.
BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”.
Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more.
Some examples of our Total Rewards offerings include: Competitive pay and eligibility for an annual performance bonus.
A 401k plan plus an employer match Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays Paid Parental Leave Adoption Assistance Firm paid life insurance Wellness programs Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance Above offerings may be subject to eligibility requirements.
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