ESOP Advisory Services Director

Director, Advisory Services - Employee Stock Ownership Plan
Doeren Mayhew is seeking an

ESOP Advisory Services Director

to oversee the Employee Stock Ownership Plan (ESOP) team. This role supports a diverse portfolio of clients nationwide and offers significant career growth opportunities within the firm.

The ESOP Director will leverage and lead financial modeling, valuation techniques, and ESOP administration to support the firm’s ESOP transaction services. This is a client-facing role focused on executing new ESOP transactions across all phases of the transaction lifecycle, including financial analysis, deal structuring, bank financing, client presentations, and ESOP closings. Over time, the ideal candidate will develop the skills and expertise to independently lead ESOP transactions.

Responsibilities

Develop and analyze financial models to support ESOP feasibility, valuation, and transaction structuring

Apply valuation methodologies including 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, and 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 align 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 a variety of client engagements supporting ESOP-driven succession planning initiatives

Qualifications

Bachelor’s degree in Finance, Accounting, or a related field

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, with the ability to explain complex financial concepts clearly to clients and internal stakeholders

Client-centric, team-oriented mindset with strong problem-solving capabilities

Direct experience supporting ESOP transactions, valuations, or related financial engagements preferred

Certified Valuation Analyst (CVA), CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), or equivalent license preferred

Working knowledge of ERISA regulations as they relate 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

Doeren Mayhew 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, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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