Vice President - ESOP Valuation Analyst
Posted 1 month ago Expired
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Upload Your ResumeAbout This Role
This role involves supporting and expanding the ESOP services platform by providing expert valuation analysis for closely held companies and ESOP transactions. You will partner with various stakeholders to ensure compliance with ERISA principles and facilitate complex, high-impact transactions.
Responsibilities
- Apply ERISA principles and valuation concepts in ESOP transactions and ongoing ESOP administration
- Assist in the preparation and/or review of valuations of closely held companies
- Review and assess valuation presentations prepared by independent valuation firms for committee review
- Develop clear, well-structured valuation narratives and materials for committee-level discussion
- Support ESOP transactions, including deal structuring, financial analysis, lender financing, and transaction closing activities
- Partner with company management teams, legal counsel, and transaction advisors on ESOP matters
- Collaborate with internal stakeholders across trust administration, legal, and business development functions
- Participate in ongoing ESOP administration and fiduciary oversight activities
- Engage with centers of influence to support new ESOP opportunities
- Attend industry conferences and professional events to deepen ESOP expertise and stay current on market trends
Requirements
- Advanced proficiency in Microsoft Excel and financial modeling
- Strong analytical and valuation capabilities with sound business judgment
- Highly organized, detail-oriented, and comfortable managing complex projects under tight deadlines
- Demonstrated problem-solving skills and ability to navigate ambiguity
- Excellent verbal communication skills with the ability to explain complex valuation and ESOP concepts
- Client-focused, collaborative, and team-oriented approach
- 4+ years of experience in business valuation, finance, mergers & acquisitions, or related transactional roles
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 4+ years of experience in business valuation, finance, mergers & acquisitions, or related transactional roles
Nice to Have
- Direct experience with ESOP valuations and ESOP-related transactions
- Working knowledge of ERISA regulations as they apply to ESOPs
- Exposure to ERISA and ESOP regulatory frameworks
Skills
* Required skills
Certifications
About Robert Half Executive Search.
Robert Half Executive Search is partnering with a well-established trust and fiduciary services organization.