We are seeking an ESOP Analyst to join a growing financial services team. This individual will play a key role in building and analyzing models, preparing materials, and supporting client-focused projects. 

Responsibilities:

• Build and evaluate financial models in Excel to assess different scenarios and outcomes for clients. 
• Interpret financial data, identify key insights, and communicate results to team members. 
• Support advisors in preparing data-driven presentations and reports for clients and prospect meetings. 
• Reserach and gather information relevant to client requests, including financial performance, portfolio details, and transaction structures.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field. 
• 1+ years of experience in financial modeling, analysis, or related function. 
• Proficiency in Excel. 
• Strong attention to detail. 
• Ability to manage multiple priorities and meet deadlines. 
• Strong written and verbal skills. 

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Contact information

Brian Keane