Finance Analyst

Due to continued growth and expansion of our practice, we have an immediate opening for a Finance Analyst in our Bala Cynwyd, PA, office.

A Unique Opportunity:

SES ESOP Strategies is a nationally renowned investment banking and financial advisory firm that specializes in utilizing Employee Stock Ownership Plans (“ESOP”) in corporate mergers & acquisitions. Our investment banking professionals advise business owners and corporate Boards of Directors in the use of the ESOP structure to effect ownership transitions, including company valuation, transaction structuring and capital raises.

SES’ focus on ESOPs provides its professionals with the unique opportunity to do high-level financial analysis in an area where they are also accomplishing a socially driven mission to create employee owners, which is proven to be beneficial to employees and society at large.

Skills & Qualifications:

Our ideal candidate will be a recent or upcoming graduate with a Bachelor’s degree in Accounting, Finance or Mathematics. Knowledge of business valuation finance, investment banking, commercial banking, insurance, public accounting or related field is a plus. Advance Microsoft Office skills, specifically with complex Excel formulas and models and superior analytical and quantitative skills is a must along with PowerPoint presentation expertise.


You will support the SES professionals in preparing research, industry analyses, proposals, presentations and marketing materials using advanced Excel and PowerPoint applications. You will also be required to perform sophisticated modeling, analytical and administrative tasks, provide guidance to other professionals and assist with the back-office processes.

If you are highly motivated, responsible and have excellent communications and time management skills and are looking to gain additional substantive experience, all while working in a collegial environment, we would like to talk to you.

We offer a competitive compensation package, excellent benefits and accelerated career opportunities.

Application Process:
Please send your cover letter with salary requirements and resume to

Principals Only

ESOP Attorney

Stevens & Lee is a full-service law firm of 220 professionals representing clients regionally and across the nation. We regularly handle some of the most complex and challenging transactions and litigation in the country for clients of all sizes in a number of industries.

Due to continued growth and expansion, we have an immediate opening for a mid-level Attorney to join our ESOP (“Employee Stock Ownership Plan”) Group. An ESOP involves a sale of the business to a retirement trust that ultimately benefits the company’s employees. ESOP companies help build community wealth and narrow the income gap for low- to moderate-income families. ESOPs also help keep businesses in the community.

Our ESOP lawyers are part of our SES ESOP Strategies, LLC (“SES”) Platform. SES is a 17-person national consulting firm that combines the expertise of ESOP consulting, financial, investment banking and legal professionals to assist companies in creating and maintaining successful, sustainable employee ownership results through an ESOP.

Our ideal candidate will have 5 to 7 years of strong mergers and acquisitions transactional experience. ESOP experience is not required. You will work in a collegial, flexible location from any one of the following offices in Pennsylvania: Bala Cynwyd, Harrisburg, King of Prussia, Reading or Philadelphia. If you are highly motivated and seek growth, development and support while gaining additional substantive experience with increased responsibility, we want to talk to you. Our compensation package is competitive with excellent benefits and accelerated career opportunities.

Application Process:
Qualified candidates should send cover letter with salary requirements and resume to

Principals Only