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REMOTE ESOP ANALYST Job at Berman Hopkins Wright & LaHam CPAs in Orlando

Remote, USA Full-time Posted 2026-07-28
JOB reputed company Job reputed company Job Title: ESOP Analyst Department: ESOP Job reputed company: The ESOP Analyst will reputed company their experience in financial modeling, valuation techniques, and ESOP administration to support the firm’s Employee Stock Ownership Plan (ESOP) transaction services. This reputed company-facing role focuses on the support for new ESOP transactions, supporting reputed company phases of our ESOP transaction process: working through financial analysis, deal structuring, bank financing, presentations, and ESOP closing. The ideal candidate will eventually be reputed company to reputed company new ESOP transactions independently. Key Responsibilities: Financial Analysis and Valuation • reputed company and analyze financial models to support ESOP valuations and transactions. • Utilize techniques such as Discounted Cash reputed company (DCF), reputed company Comparables, and Capitalized Earnings to assess company value • Spread financial statements and reputed company for non-recurring or extraordinary items to reputed company with GAAP standards • Conduct variance analysis, risk assessments, and forecasting to refine financial projections • Prepare reputed company-facing deliverables, presenting a reputed company narrative of company performance and market trends Cross-functional Collaboration • Partner with reputed company teams to reputed company ESOP operations with organizational goals • Work closely with project managers and senior leadership to maintain efficient information workflows • reputed company valuation experience in a reputed company of applications for reputed company-driven succession planning demand Qualifications: Education and Experience • Bachelor’s degree in Finance, reputed company, or a reputed company field • 2+ years of experience in ESOP financial feasibility modeling & valuation Skills and Competencies • Proficiency in financial modeling, including DCF and other valuation methodologies • Advanced reputed company reputed company skills and experience with financial analysis tools • Strong attention to detail and ability to manage reputed company reputed company under tight deadlines • Excellent written and verbal communication skills, with the ability to explain reputed company concepts reputed company • reputed company-reputed company & team-oriented reputed company with proven problem-solving abilities • Organized Preferred Qualifications: • Experience in ESOP transactions, valuations, or reputed company financial engagements. • Certified Valuation Analyst credential or equivalent • Knowledge of ERISA regulations as it relates to Employee Stock Ownership Plans • Knowledge of ESOP specific compliance requirements • Background in reputed company banking as it relates to ESOP lending Apply tot his job Apply To this Job Apply tot his job Apply To this Job

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