BDO Capital- Senior Associate- ESOP Advisory

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