Director, Advisory Services - Employee Stock Ownership Plan

Overview

A tax, assurance, and advisory firm headquartered in Troy, Michigan with 25 offices nationwide and internationally is seeking an ESOP Advisory Services Director. This role involves leading the Employee Stock Ownership Plan (ESOP) team and supporting a diverse portfolio of clients across the country. The position offers significant career growth opportunities and focuses on ESOP transaction services.

Responsibilities

• Develop and analyze financial models to support ESOP feasibility, valuation, and transaction structuring
• Apply valuation methodologies such as Discounted Cash Flow (DCF), Public Comparable, and Capitalized Earnings to assess company value
• Spread and normalize historical financial statements, adjusting for non-recurring or extraordinary items in accordance with GAAP
• Perform variance analysis, risk assessments, and forecasting to refine financial projections and transaction assumptions
• Prepare clear, professional, client-ready deliverables that articulate company performance, valuation conclusions, and market trends
• Support all phases of ESOP transactions, including coordination with lenders, legal counsel, trustees, and other stakeholders
• Partner with legal teams to ensure ESOP transactions comply with regulatory requirements and organizational objectives
• Collaborate with project managers and senior leadership to maintain efficient workflows, timelines, and information sharing
• Leverage valuation expertise across various client engagements supporting ESOP-driven succession planning initiatives

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• Minimum of 5 years of experience in ESOP financial feasibility modeling, valuation, or related transaction work
• Strong proficiency in financial modeling and valuation methodologies, including DCF analysis
• Advanced Microsoft Excel skills and experience with financial analysis tools
• Strong analytical skills with exceptional attention to detail
• Highly organized with the ability to manage multiple priorities and complex projects in a deadline-driven environment
• Excellent written and verbal communication skills, capable of explaining complex financial concepts clearly to clients and internal stakeholders
• Client-centric and team-oriented mindset with strong problem-solving capabilities
• Direct experience supporting ESOP transactions, valuations, or related financial engagements preferred
• Certified Valuation Analyst (CVA), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or equivalent license preferred
• Working knowledge of ERISA regulations related to Employee Stock Ownership Plans preferred
• Familiarity with ESOP-specific compliance and regulatory requirements preferred
• Background in commercial banking, particularly ESOP-related lending and financing structures preferred

Equal Opportunity

The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran status, marital status, or any other status protected by law.

Location

Headquartered in Troy, Michigan with multiple offices across the United States and abroad.