Senior Financial Analyst - Client Services

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability