BDO USA · 4 days ago
BDO Capital- Senior Associate- ESOP Advisory
United States
Full-time
Remote
Mid, Senior Level
$74K/yr - $131K/yr
2+ years expBDO USA is a leading accounting and advisory organization that is committed to helping people thrive every day. They are seeking a Senior Associate for their ESOP Advisory team, responsible for data collection, modeling, valuation, and analysis on feasibility projects, as well as supporting transaction execution.
AccountingConsultingFinancial Services
Responsibilities
Financial Modeling:
Modeling assignments will vary by project but will focus on our valuation and leveraged buy-out models
Manipulates data for ad-hoc projected related modeling
Reviews associates and interns work
Tax, Accounting and Structuring:
Optimizes the best tax structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work
Data Collection and Analysis:
Collecting and analyzing data is a daily component in this role
Adjusts project work based on client sophistication and/or needs is key to success in this role
Analyzes various industries for the creation of Confidential Information Memorandums (“CIM”)
Project and Client Management:
Manages timelines while managing expectations of client and Vice Presidents/Directors/Managing Directors is key in this role
Collaborates with associates and interns to achieve project deadlines
Communicates in a clear, concise, and professional manner with clients who will be owners and/or C-level executives
Other duties as required:
Creates client deliverables in PowerPoint
Assists with marketing materials
Supervisory Responsibilities:
Assists in development of ESOP advisory associates/interns to enhance professional development
Qualification
Required
Bachelor's degree in Economics, Finance, or Accounting, required
Minimum of two (2) or more years of prior work experience in ESOP sell side advisory, ESOP trustee buy side, investment banking, valuation, accounting, and/or strategic service consulting, required
High proficiency both verbal and written communication skills (including business writing skills), required
Ability to successfully interact with professionals at all levels, including client executives and owners
Strong analytical and research skills
Solid organizational skills
Ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Able to effectively manage a team of professionals, and delegate work assignments as needed
Build and maintain strong relationships with internal and client personnel
Encourage team environment on engagements, and contribute to the professional development of assigned personnel
Moderate knowledge and understanding of ESOP tax benefits
Preferred
Master's degree in Economics, Finance, Accounting, or an MBA, preferred
Recent experience with financial modeling and experience conducting financial analysis in Excel, preferred
Advanced experience using Excel to manipulate data in client related projects, preferred
CPA or CFA, preferred
FINRA Series 79, 63, 7, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
Power BI and Visual Basic for Applications (VBA), highly preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
Recent News
2026-01-22
2026-01-20
International Accounting Bulletin
2026-01-12
Company data provided by crunchbase