Forvis

Senior Manager, Consulting - Employee Stock Ownership Plan - 2236029

Forvis • $100K — $120K *
Bowling Green, KY 42101In-Person
Legal & Accounting
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Proficiency in Microsoft Excel, including advanced features like macros and formulas.
  • Bachelor's degree in Accounting, Finance, Economics, or a related field preferred.
  • 7-8 years of relevant experience in ESOP transactions and administration.
  • Ability to interpret ESOP benefit plan documents and research ERISA and tax issues.
  • Previous leadership experience with team management is required.

Responsibilities

  • Conduct ESOP feasibility modeling to assess business viability.
  • Coordinate ESOP transactions from start to finish.
  • Manage ESOP record keeping to ensure accurate documentation.
  • Perform compliance testing to meet regulatory standards.
  • Conduct repurchase obligation studies to evaluate financial commitments.
  • Handle additional tasks as assigned by management.

Benefits

  • On-the-job training to enhance professional skills.
  • Access to tools and resources for superior client service.
  • Opportunities for career advancement within a large professional services firm.
Full Job Description
Description & Requirements

You will work with engagement teams and clients to recognize problems and propose sensible solutions with an appropriate balance between clients' needs and the firm's risk. You should have advanced Microsoft Excel skills. The chosen candidate will receive on-the-job training and be given the tools and resources to enable them to provide an unmatched client experience.

What You Will Do:

  • ESOP feasibility modeling
  • ESOP transaction coordination
  • ESOP record keeping
  • Compliance testing
  • Repurchase obligation studies
  • Other duties as assigned

Minimum Qualifications:

  • Proficiency with Microsoft Excel including macros, formulas, and other advanced functions
  • Bachelor's degree in Accounting, Finance, Economics or a related field preferred
  • 7 - 8 years of experience
  • Ability to read and interpret ESOP benefit plan documents and research technical ERISA and tax issues preferred
  • Held one or more prior leadership positions with oversight of multiple team members

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About Forvis

Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Forvis
Size
50 employees
Industry
Information Technology
* Ladders Estimates

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