Financial ESOP Analyst

About Us

Khorsand ESOP Advisory (KEA) is a boutique consulting firm specializing in Employee Stock Ownership Plans (ESOPs). We help business owners and companies navigate the complexities of ESOP transactions and their ongoing administration. Right now, KEA is a small, two-person firm looking to grow. You will see exactly how the business runs day to day, and have a real hand in shaping how we scale.

About the Role

As a Financial Analyst you will work directly with KEA's consultants to support financial analysis, modeling, and research for ESOP transactions and client engagements. Because we're a small and growing team, you'll get far more responsibility and visibility than a typical internship. Your work will go straight into client deliverables, not a training exercise. This is a unique opportunity to learn the technical and practical sides of ESOP consulting, including exposure to concepts like company valuation, repurchase obligation forecasting, transaction structuring, and plan administration, a specialized knowledge you will not find in a typical internship.

What You'll Do

• Assist in building and maintaining financial models for ESOP valuations and transaction analysis
• Support our consultants directly in preparing client deliverables, reports, and presentations
• Help analyze company financials to support repurchase obligation studies and feasibility assessments
• Support due diligence efforts during ESOP transaction engagements
• Reconcile and organize client data to ensure accuracy across models and reports
• Sit in on client calls and internal strategy discussions to learn the advisory process firsthand

What We're Looking For

• Currently pursuing or recently completed a Master's degree in Finance, Accounting, Economics, or a related field
• Strong proficiency in Excel (pivot tables, formulas, basic modeling); familiarity with valuation concepts is a plus
• Comfortable working with financial statements and translating numbers into clear insights
• Strong written and verbal communication skills, especially for a remote, client-facing environment
• Self-motivated with the ability to manage time and priorities independently
• Comfortable with ambiguity and variety; tasks and priorities may shift as the firm grows
• Genuine curiosity about employee ownership models and how ESOPs work as both a financial and cultural tool

What You'll Gain

• Direct, hands-on mentorship from KEA's consultant
• A front-row seat to building a consulting firm from the ground up, including the parts business school doesn't teach
• Specialized knowledge of ESOP valuation, transactions, and administration rarely taught in school
• Real ownership over your work, with the chance to shape processes as the firm grows rather than just following existing ones
• Flexible remote work environment with regular check-ins and close collaboration
• Strong potential pathway to a full-time role as KEA expands

KEA is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and applicants.