Esop Advisory Senior Associate - Remote Eligible

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.

Typical Day in the Life

A typical day as an ESOP Advisory Senior Associate might include:

• Work with clients to help them understand employee ownership as part of an exit strategy and throughout the subsequent sale of their business to an ESOP.
• Performing phase 1 ESOP feasibility analyses including data gathering and analysis, forecasting, financial modeling and valuation, and preparing client deliverables, including Confidential Information Memorandums ("CIMs").
• Supporting phase 2 ESOP transaction execution including research and analysis aiding transaction design, negotiations, and closing.
• Performing and supporting ESOP repurchase obligation and sustainability studies.
• Research and provide insights of market, economic, and industry conditions for various clients.
• Work with the ESOP Advisory team to develop and improve financial models and brainstorm and create emerging and unique solutions for clients.
• Assist Transaction Advisory Services (TAS) teams in business valuation, quality of earnings, buy- and sell-side M&A, and special projects as needed.

Who You Are

• You have a bachelor's degree in Finance, Economics, or Accounting.

• You have 2+ years of experience with business valuation or transactions is required.

• Buy- or sell-side ESOP transaction experience, highly preferred.

• You have knowledge of accounting principles, business valuation, and transactions.
• You are able to communicate clearly at a high proficiency level, both verbally and in writing.
• You are self-motivating and eager to learn, adapt efforts and schedules to client needs, and enjoy solving complex problems.
• You have the ability to work on multiple projects and meet deadlines with a focus on accuracy and efficiency.
• You have the ability to establish and maintain effective working relationships with co-workers and clients.
• You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages.
• You hold or have made progress toward widely recognized credentials, such as ASA, CFA, CPA/ABV, CVA, preferred.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Benefits and Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.  

Salary Range: $70,000 - $100,000

Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. 

What to Expect Next

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

#LI-KP1

#LI-REMOTE