ESOP Advisory | Manager

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Requirements:

• Bachelor’s Degree in finance or accounting.
• 5+ years of experience preparing transaction opinions or performing financial advisory services (ESOP-specific experience preferred).
• CFA, CPA, or other related certification.

Responsibilities:

• Perform financial analysis and financial and other due diligence.
• Prepare and deliver financial modeling and support for ESOP transactions and valuations.
• Present client presentations and transaction materials.
• Co-lead client discussions and due diligence meetings.
• Research and compile market data for transactions.
• Review project reports prepared by the team.
• Manage and prioritize team responsibilities.
• Develop and implement best practices for the Transaction Group.