The CBIZ ESOP team is nationally recognized and works on both buy-side (trustee) and sell-side (selling shareholder) engagements for privately held companies across the U.S. We provide valuation ...
The CBIZ ESOP team is nationally recognized and works on both buy-side (trustee) and sell-side (selling shareholder) engagements for privately held companies across the U.S. We provide valuation ...
Remote ESOP Communications Consultant Educate & Engage
Charlottesville, VA · Remote
$62.50K - $82.30K/yr
A leading ESOP administration firm is seeking an ESOP Communication Consultant to enhance employee understanding of financial independence through communication strategies. The candidate should ...
Remote ESOP Communications Consultant Educate & Engage
Charlottesville, VA · Remote
$62.50K - $82.30K/yr
A leading ESOP administration firm is seeking an ESOP Communication Consultant to enhance employee understanding of financial independence through communication strategies. The candidate should ...
Position Title Credit Products Specialist I - ESOP Finance Location Foxboro, MA 02035 Job Summary The Credit Products Specialist I - ESOP Finance supports the underwriting, structuring, and ...
Position Title Credit Products Specialist I - ESOP Finance Location Foxboro, MA 02035 Job Summary The Credit Products Specialist I - ESOP Finance supports the underwriting, structuring, and ...
Our ESOP team is nationally recognized and works on both buy-side (trustee) and sell-side (selling shareholder) mandates for privately held companies across the U.S. We support existing ESOPs and ...
Our ESOP team is nationally recognized and works on both buy-side (trustee) and sell-side (selling shareholder) mandates for privately held companies across the U.S. We support existing ESOPs and ...
Credit Products Analyst II - ESOP Finance
Foxboro, WI · On-site
$77.57K - $95.80K/yr
Position Title Credit Products Analyst II - ESOP Finance Location New York, NY 10018 Job Summary The Commercial Credit Analyst II builds upon foundational credit experience by taking on more complex ...
Credit Products Analyst II - ESOP Finance
Foxboro, WI · On-site
$77.57K - $95.80K/yr
Position Title Credit Products Analyst II - ESOP Finance Location New York, NY 10018 Job Summary The Commercial Credit Analyst II builds upon foundational credit experience by taking on more complex ...
Capital Markets ESOP Director-Sales (IC)(F)
Madison, NY · Hybrid
$80K - $200K/yr
ESOP experience strongly preferred Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC is an in-office company that fosters a supportive ...
Capital Markets ESOP Director-Sales (IC)(F)
Madison, NY · Hybrid
$80K - $200K/yr
ESOP experience strongly preferred Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC is an in-office company that fosters a supportive ...
Capital Markets ESOP Director-Sales (IC)(F)
Pittsburgh, PA · On-site
$80K - $200K/yr
ESOP experience strongly preferred Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC is an in-office company that fosters a supportive ...
Capital Markets ESOP Director-Sales (IC)(F)
Pittsburgh, PA · On-site
$80K - $200K/yr
ESOP experience strongly preferred Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC is an in-office company that fosters a supportive ...
Capital Markets ESOP Director-Sales (IC)(F)
Tyson, VT · Hybrid
$80K - $200K/yr
ESOP experience strongly preferred Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC is an in-office company that fosters a supportive ...
Capital Markets ESOP Director-Sales (IC)(F)
Tyson, VT · Hybrid
$80K - $200K/yr
ESOP experience strongly preferred Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC is an in-office company that fosters a supportive ...
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and ...
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and ...
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and ...
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and ...
Commercial HVAC Estimator & Business Development - (Design/Build, ESOP & High Commission)
$150K - $300K/yr
Commercial HVAC Estimator & Business Development - (Design/Build, ESOP & High Commission) $150,000 - $300,000+ Potential • Greater Madison Area • Employee-Owned (ESOP) Join a premier, design ...
Quick apply
Commercial HVAC Estimator & Business Development - (Design/Build, ESOP & High Commission)
$150K - $300K/yr
Commercial HVAC Estimator & Business Development - (Design/Build, ESOP & High Commission) $150,000 - $300,000+ Potential • Greater Madison Area • Employee-Owned (ESOP) Join a premier, design ...
CNC Equipment Maintenance Specialist - Fanuc Focus | 2nd Shift | 100% ESOP Company
$26.75 - $33.75/hr
With over 2,000 production assets under one roof, this is an opportunity to work with diverse CNC equipment while building long-term wealth through their ESOP program. The Role's Impact As a CNC ...
Quick apply
CNC Equipment Maintenance Specialist - Fanuc Focus | 2nd Shift | 100% ESOP Company
$26.75 - $33.75/hr
With over 2,000 production assets under one roof, this is an opportunity to work with diverse CNC equipment while building long-term wealth through their ESOP program. The Role's Impact As a CNC ...
Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock.
VP Investment Banking - ESOP
Saint Petersburg, FL · On-site
$130K - $250K/yr
Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or ...
VP Investment Banking - ESOP
Saint Petersburg, FL · On-site
$130K - $250K/yr
Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or ...
Be Seen First
Commercial HVAC Estimator & Business Development - (ESOP)
Madison, WI · On-site
$150K - $300K/yr
Commercial HVAC Estimator & Business Development - (Design/Build, ESOP & High Commission) $150,000 to $300,000 Madison, WI What You Will Be Doing * Identifying, pursuing, and developing long-term ...
New
Quick apply
Be Seen First
Commercial HVAC Estimator & Business Development - (ESOP)
Madison, WI · On-site
$150K - $300K/yr
Commercial HVAC Estimator & Business Development - (Design/Build, ESOP & High Commission) $150,000 to $300,000 Madison, WI What You Will Be Doing * Identifying, pursuing, and developing long-term ...
New
VP Investment Banking - ESOP
$130K - $250K/yr
Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or ...
VP Investment Banking - ESOP
$130K - $250K/yr
Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or ...
VP Investment Banking - ESOP
$130K - $250K/yr
Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or ...
VP Investment Banking - ESOP
$130K - $250K/yr
Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or ...
Production Technician I: ESOP Growth Path
$19 - $23.75/hr
A fluid power solutions provider in the United States seeks a Production Technician (Level 1) to convert and assemble hydraulic pumps and motors. The role offers opportunities for career advancement ...
Production Technician I: ESOP Growth Path
$19 - $23.75/hr
A fluid power solutions provider in the United States seeks a Production Technician (Level 1) to convert and assemble hydraulic pumps and motors. The role offers opportunities for career advancement ...
Remote Bookkeeper - Growth, ESOP, 401(k) Match
Chestertown, MD · Remote
$60K - $65K/yr
CFS is looking for a skilled Remote Bookkeeper to join their team in Chestertown, Maryland, offering a salary range of $60,000-$65,000 plus quarterly bonuses. The role emphasizes maintaining accurate ...
Remote Bookkeeper - Growth, ESOP, 401(k) Match
Chestertown, MD · Remote
$60K - $65K/yr
CFS is looking for a skilled Remote Bookkeeper to join their team in Chestertown, Maryland, offering a salary range of $60,000-$65,000 plus quarterly bonuses. The role emphasizes maintaining accurate ...
ESOP information
See salary details
$32.5K - $40.5K
2% of jobs
$40.5K - $48.5K
2% of jobs
$55.7K is the 25th percentile. Wages below this are outliers.
$48.5K - $56.5K
23% of jobs
$56.5K - $64.5K
4% of jobs
$64.5K - $72.5K
11% of jobs
$72.5K - $80.5K
6% of jobs
The median wage is $82K / yr.
$80.5K - $88.5K
8% of jobs
$88.5K - $96.5K
14% of jobs
$99.1K is the 75th percentile. Wages above this are outliers.
$96.5K - $104.5K
14% of jobs
$104.5K - $112.5K
8% of jobs
$112.5K - $120.5K
7% of jobs
$32.5K
$82K
$120.5K
How much do esop jobs pay per year?
What is an ESOP job?
What are the key skills and qualifications needed to thrive in the Esop position, and why are they important?
What are some common challenges faced by ESOP Administrators, and how can they be addressed?
Full-time
Posted 8 days ago
CBIZ rating
7.9
Based on 48 frontline employees who took The Breakroom Quiz
11th of 17 rated bookkeepers and accountants
Job description
#LI-MC2 #LI-Hybrid #CBIZAdvisory
Responsibilities
CBIZ Valuation Group is hiring a Valuation & ESOP Transaction Senior Consultant for our national practice. We are looking for someone who pairs strong analytical skills with sound judgment, enjoys solving complex problems, and takes ownership of delivering high-quality work while helping elevate the team.
The CBIZ ESOP team is nationally recognized and works on both buy-side (trustee) and sell-side (selling shareholder) engagements for privately held companies across the U.S. We provide valuation services to existing ESOP companies and advise non-ESOP companies on ESOP-based liquidity and succession solutions. The group handles a wide range of transactions and ongoing annual valuations, offering the chance to develop deep subject matter expertise and long-term client relationships. We operate in a fast-paced, collaborative environment and offer competitive compensation and benefits.
The Senior Consultant role is an integral part of the engagement team and is responsible for performing valuation modeling and related financial analyses, researching and supporting critical inputs, participating in client meetings and calls, and preparing client deliverables, such as valuation reports and/or presentations, with related analysis and exhibits. Consultants also contribute to developing new business through producing pitch decks and client proposals. This role involves overseeing the work of staff associates and developing junior staff through on-the-job training.
Essential Functions and Primary Duties
- Perform business valuation, transaction feasibility and other ad-hoc financial analyses on a wide range of assignments.
- Gain an understanding of business operations alongside historical and prospective financial information.
- Conduct and apply market, economic and industry research.
- Identify and apply relevant valuation / accounting / finance principles and guidance.
- Prepare professional models, reports, tables, exhibits, and charts using Microsoft Office products.
- Develop client deliverables, including valuation and transaction feasibility reports and proposals.
- Demonstrate capacity to work on multiple engagements simultaneously while effectively managing deadlines.
- Drive the due diligence process by creating informed client information request lists and meeting agendas, identifying key areas of focus and/or follow-up.
- Review, reconcile and summarize engagement-related files / documentation maintained in compliance with firm policy and applicable industry and regulatory requirements.
- Assist in transaction execution by comprehending and maintaining oversight of key priorities and matters.
- Foster positive, professional relationships with clients and other stakeholders.
- Guide and review the work of the staff associates and provide regular feedback.
- Maintain and improve high-quality and dynamic valuation and transaction feasibility model and presentation templates.
- Seek and develop ideas that will increase the efficiency and quality of services and develop group knowledge.
- Recognize areas to advance individual expertise, gain specialized knowledge or obtain additional relevant certifications.
Preferred Qualifications
- Previous work experience, specifically in the business valuation and/or transaction consulting fields.
- Valuation-related designation (ASA or ABV preferred) and/or pursuing the CFA designation.
- Proficiency in constructing complex formulas and macros within Microsoft Excel and professional presentations within Microsoft PowerPoint.
Qualifications
Minimum Qualifications
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987