Robert Half Executive Search. · 2 days ago
Vice President
Atlanta, GA
Full-time
Hybrid
Mid, Senior Level
$200K/yr - $300K/yr
4+ years expRobert Half Executive Search is partnering with a well-established trust and fiduciary services organization seeking a Vice President or Senior Vice President, ESOP Valuation Analyst to support and expand its ESOP services platform. This role is ideal for an experienced valuation professional with a strong background in closely held company valuation, ESOP transactions, and ERISA-related considerations. The ESOP Valuation Analyst will play a key role in both ESOP transactions and ongoing ESOP administration, collaborating with various stakeholders and engaging in high-impact transactions.
Management Consulting
Responsibilities
Apply ERISA principles and valuation concepts in the context of 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 considerations, and transaction closing activities
Partner directly with company management teams, legal counsel, and transaction advisors on ESOP transactions
Collaborate closely 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 the development of new ESOP opportunities
Attend industry conferences and professional events to deepen ESOP expertise and remain current on market trends
Travel as required to support transactions and relationship management
Qualification
Required
Experienced valuation professional with a strong background in closely held company valuation, ESOP transactions, and ERISA-related considerations
Apply ERISA principles and valuation concepts in the context of 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 considerations, and transaction closing activities
Partner directly with company management teams, legal counsel, and transaction advisors on ESOP transactions
Collaborate closely 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 the development of new ESOP opportunities
Attend industry conferences and professional events to deepen ESOP expertise and remain current on market trends
Travel as required to support transactions and relationship management
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 to both technical and non-technical audiences
Client-focused, collaborative, and team-oriented approach
Bachelor's degree in Accounting, Finance, or a related field
4+ years of experience in business valuation, finance, mergers & acquisitions, or related transactional roles
Preferred
Direct experience with ESOP valuations and ESOP-related transactions
Certified Valuation Analyst (CVA) or equivalent professional credential
Working knowledge of ERISA regulations as they apply to ESOPs
Exposure to ERISA and ESOP regulatory frameworks preferred
Company
Robert Half Executive Search.
Robert Half Executive Search is a premier retained executive search firm.
Washington, District of Columbia, US
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Robert Krueger, CPA, CHAE, MBA, Real Estate Instructor
CFO / Controller
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