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.

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