Lead, Finance and Feasiblity

Core responsibilities:

• Lead feasibility analyses for businesses exploring employee ownership, including ESOP, EOT, and worker cooperative models
• Develop or review financial models, valuations, and cash flow analyses to assess viability of EO transactions
• Conduct consultations with business owners to assess goals, readiness, and alignment with EO structures
• Build and maintain relationships with financial, legal, and advisory partners engaged in EO transactions

This role promotes employee ownership as a succession planning tool that keeps businesses operational while benefiting the workforce and communities, contributing to social and economic equity through community wealth building.

Required skills and qualifications:

• 5–7 years of experience in finance, accounting, valuation, M&A advisory, corporate law, or related field
• Strong proficiency in financial modeling, business valuation, and capital structure analysis
• Exceptional ability to communicate financial concepts to non-financial audiences
• CPA, CFA, ASA, or similar professional designation preferred
• Experience or familiarity with employee ownership (ESOPs, EOTs, worker cooperatives)

Compensation and perks:

• Part-time position at $40/hour for 16 hours/week
• Sick leave accrued at state-mandated rate
• Remote work (tech) stipend, if applicable
• Monthly phone stipend
• Hybrid work schedule with in-person meetings in Bellingham

The Washington Center for Employee Ownership (WACEO) is a statewide hub promoting employee ownership as a succession planning tool to keep businesses operational while benefiting workforces and communities, operating as part of the Whatcom Community Foundation.