Job Description
Job Description
ESOP Valuation Analyst
Job Title : Vice or Senior Vice President
General Job Description
The ESOP Analyst will use his or her experience in the valuation of closely held companies and in the administration of ESOPs to support Argent Trust Company’s ESOP services. This role includes work on ESOP transactions such as deal structuring, financial analysis, lender financing, and transaction closing issues. The ESOP Analyst would work collaboratively with Argent Trust’s independent valuation experts and outside counsel.
Essential Duties
Financial Analysis and Valuation
- Deploy an understanding of ERISA and valuation concepts applicable to ESOP transactions and ESOP administration
- Assist in the preparation and / or review of valuations of closely held companies, and review independent valuation firms’ presentations to Argent Trust’s ESOP Committee
- Prepare deliverables for, and discuss them with, Argent’s ESOP Committee, presenting a clear narrative of company valuations
Cross-functional Collaboration
Interact with companies and lawyers on ESOP transactionsWork closely with companies and their senior managementConstant interaction with Argent Trust personnelAttend conferences to increase ESOP knowledge and skillsSome travel requiredSkills and Competencies :
Advanced Microsoft Excel familiarity and experience with financial analysis and valuation toolsBusiness senseOrganized, strong attention to detail and ability to manage complex projects under tight deadlinesProven problem-solving abilitiesExcellent oral communication skills, with the ability to explain complex concepts clearly to others who both have and do not have valuation expertiseClient-centric & team-oriented mindsetPreferred Qualifications :
Experience in ESOP valuations and transactionsCertified Valuation Analyst credential or equivalentKnowledge of ERISA regulations as they relate to ESOPsEducation / Experience :
College degree with an emphasis in accounting or finance recommendedSome knowledge of ERISA and exposure to ESOPs and their regulationsMinimum of 5+ years of work experience in business valuation, finance and mergers & acquisitions