Equity VP, Healthcare Srvcs
Generates original investment ideas and executes in-depth proprietary research projects within the Healthcare Services team
Maintains complex financial models, performs thorough financial statement & valuation analysis of publicly traded healthcare companies
Participates in company management calls and industry conferences, diligently tracks relevant news and economic data to inform the team's insights
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore ISI seeks to hire an Equity Research VP/Director for its Healthcare Services team located in New York, NY. The VP/Director should be proactive, high energy, and able to work effectively within a highly productive team. Potential opportunity to mentor and manage research associates on the team and pick up coverage of SMID cap stocks over time.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Idea generation
Executing proprietary research projects
Developing and updating financial models efficiently
Performing financial and valuation analysis of covered companies
Assisting with client requests & inquiries
Participating in company management calls and conferences
Tracking relevant news articles relaying important messages to team
Closely following industry and economic data
Qualifications
5+ years of Equity research experience
Background in finance and accounting
Strong modeling / excel capabilities
Superior writing skills
Interest in stocks
Initiative, drive and motivation to learn
Excellent communication skills (both written and verbal)
Ability to work as part of a team to accomplish broader goals and objectives
Capable of handling multiple responsibilities
Ability to meet deadlines
Financial Controller
Directs all financial operations, meticulously overseeing financial reporting, accounting, and cash flow to ensure accuracy and stability
Drives financial strategy by guaranteeing compliance with GAAP and regulations while leading budgeting, planning, and insightful financial analysis for leadership
This company connects top speakers with audiences through expert event marketing and representation, prioritizing excellence and impactful engagement
About the Company
Bloomfield & Company is one of Washington's premiere personnel consulting firms. We specialize in recruiting and staffing in the Greater Washington area and around the United States. Bloomfield & Company brings together the talent, experience and resources to provide superior service tailored to each client's need.
Bloomfield & Company’s client is a leading organization in speaker representation and event marketing, dedicated to connecting top talent with audiences through strategic promotional efforts. With a commitment to excellence, it collaborates with industry professionals to enhance visibility and engagement, delivering exceptional results.
About the Job
The Controller oversees all financial operations, ensuring accuracy, compliance, and fiscal strategy. This role partners with leadership to provide financial insights and maintain strong financial controls.
Responsibilities
Oversee financial reporting, accounting operations, and cash flow management
Ensure compliance with GAAP, regulatory requirements, and internal controls
Lead financial planning, budgeting, and strategic analysis
Qualifications
Bachelor’s degree in accounting or finance; CPA preferred
7+ years of experience in accounting, including leadership roles
Proficiency in financial software, with NetSuite and Salesforce preferred
Corporate Tax Manager
Manages diverse tax compliance projects for multiple corporate entities, including assisting with US/CA income tax provisions under IAS 12
Responsibilities include preparing federal & state income tax returns, estimated payments, extensions, and property tax filings, along with reporting oversight
Supports tax research, audit responses, and special projects related to sales & use and income tax, offering opportunities for growth and development
About the Company
Vooru is a tech-enabled recruitment firm that connects top companies with the right talent. We specialize in permanent placements in the Greater Washington area and around the United States. Our unique compatibility-based matching platform allows us to better understand who companies and professionals are today, and how to help them get where they want to go.
Our client is arguably the best when it comes to culinary innovation and provisioning services for the travel industry. They continue to move food safety & production where it’s most needed and meet the growing demands of their business and their end-users. This team seeks a skilled Corporate Tax Manager.
About the Job
Reporting to the Corporate Tax Director (US/Canada), the Corporate Tax Manager (or Sr. Manager) will work on a variety of tax-related issues and compliance projects for multiple corporate entities within the company’s-controlled group. This professional will need to be curious and willing to expand their technical skills with the intent of developing themselves to take on additional responsibilities within the company and continue to grow their career.
Responsibilities
Work on a variety of tax-related issues and compliance projects for multiple corporate entities within the company’s-controlled group
Assist with the preparation of the U.S. & Canadian income tax provisions in accordance with IAS 12, including ongoing updates of book-tax accounting differences, monthly accruals, and quarterly update of State & Provincial apportionment
Assist with the preparation of federal & state income tax returns, estimated tax payments, and extension requests
Participate in the preparation of Canadian income tax returns in conjunction with external accounting firms
Assist with the preparation of the company’s property tax & Commerce report filing responsibilities
Provide oversight and review of monthly tax reporting and submissions
Assist the Tax Director & Sr. Tax Manager group with research and projects related to U.S state and local sales & use and federal & state income tax issues and transactions
Assist with the preparation of formal responses to tax audit requests and notices
Demonstrate a willingness to learn and grow technical expertise in tax matters
Qualifications
Minimum Qualifications:
6+ years of relevant public and/or corporate tax experience
2+ years of managerial responsibilities
BA/BS degree in Accounting or Finance
CPA license and/or equivalent certification
Strong exposure to ASC 740 or IAS 12 with the versatility to develop outside of these related functions as well
Preferred Qualifications:
Big Four Public Accounting Background is a plus
Familiarity with US (Section 482) & OECD Transfer Pricing guidelines
Experience in a Technology, Retail, and/or Food Services environment is a plus
Proven ability to work in a cross-functional, diverse, and fast-paced environment
Sr. Manager, Accounting
Oversees all daily finance/accounting operations, including cash management, payroll, and general ledger, ensuring accurate close processes
Responsibilities include preparing financial reports and analyses, annual budgets, and forecasts, while developing controls and ensuring compliance
Manages audits, tax filings, the 401k plan, fixed assets, and insurance, while mentoring the accounting team and partnering with leadership on strategic initiatives
About the Company
Vooru is a tech-enabled recruitment firm that connects top companies with the right talent. We specialize in permanent placements in the Greater Washington area and around the United States. Our unique compatibility-based matching platform allows us to better understand who companies and professionals are today, and how to help them get where they want to go.
Our client empowers individuals and families to overcome challenges and achieve their mental health recovery goals. Its mission is to address the diverse needs of at-risk children, adolescents, and adults by providing mental health services throughout Maryland. This team is currently seeking a Sr. Accounting Manager.
About the Job
The Sr. Accounting Manager will be responsible for overseeing all aspects of the organization’s accounting functions, ensuring the accuracy and integrity of financial records, and driving process improvements. This role involves managing a team of accounting professionals, ensuring compliance with regulations, and providing financial insights to support organizational goals.
Responsibilities
Manage the day-to-day operations of the Org’s Finance/Accounting Department including Accounts Payable, Accounts Receivable, Payroll, cash management, and general ledger
Oversees and coordinates with the department month-end, quarter-end, and year-end closing processes, ensuring timely and accurate reconciliations, accruals and posting of journal entries
Prepares the monthly and annual Financials reports for CEO and all owners including summary analysis of major revenue and expense variances and cash flow impacts
Prepares the annual operating and capital budgets in collaboration with the CEO and department managers
Prepares the forecasts in collaboration with department managers to obtain visibility on the revenue and expenses anticipated over the remainder of the year
Develops and maintains accounting procedures and system of internal controls. Implement new controls, procedures, and financial policies to safeguard assets, prevent fraud and ensure compliance with accounting standards and governmental regulations
Responsible for the annual financial review, including preparing required work papers
Contract with an independent firm to perform financial review, and audit of the Retirement Plan
Coordinate with Payroll and HR the Workers Compensation audit. Will provide necessary documentation, explanations and responses to review or audit inquiries
Responsible for the day-to-day administration of the company’s 401K plan
Develops and maintains a system of inventory control for all fixed assets and assures adequate and appropriate insurance coverage is acquired
Works with independent firm to ensure that all annual tax filings are prepared and filed on a timely basis
Works with IT contractor & CEO in determining IT budgets, equipment needs, and overall vision of IT solutions
Collaborate with Workforce Development Department to ensure the payroll/HRIS functions are streamlined, and personnel changes are communicated across departments
Assist CEO and Workforce Development Manager with employee benefit plan reviews, HRIS, reviews, and updating of policies and procedures, as needed
Assists CEO with administering and implementing Risk Management Programs, including the review and administration of insurance coverage and fraud prevention initiatives
Maintain compliance with GAAP, tax regulations, and internal policies. Develop and enforce internal controls to safeguard company assets
Manage and mentor the accounting team, providing guidance, performance feedback, and professional development opportunities
Partner with CEO and department managers to provide financial insights and support strategic initiatives
Lead or support special projects, including system upgrades, policy updates, and other organizational priorities
Qualifications
Minimum Qualifications:
6+ years of accounting and/or finance experience, including 3-5 years in a leadership role
BS/BA degree in Accounting and/or Finance and an active CPA certification
Strong understanding of general accounting principles, policies, and procedures
Experience with general ledger functions and the month-end/year and close process
Self-motivated and driven to exceed expectations
Preferred Qualifications:
Public Accounting Background is a plus
Experience in a large nonprofit environment is preferred
Proven ability to work in a cross-functional, diverse, and fast-paced environment
Sr. Property Accountant
Manages commercial property accounting operations, including monthly close processes, general ledger reviews, journal entries, and accrual preparation
Responsibilities include preparing monthly/quarterly reports, bank reconciliations, debt/equity draw monitoring, and accounts payable processing
Assists with tax return preparation, audits, financial statements, budget analysis, and supervises junior staff, requiring strong accounting expertise
About the Company
Vooru is a tech-enabled recruitment firm that connects top companies with the right talent. We specialize in permanent placements in the Greater Washington area and around the United States. Our unique compatibility-based matching platform allows us to better understand who companies and professionals are today, and how to help them get where they want to go.
Our client is a diversified organization with a pristine reputation as an investor, developer, and owner/operator of virtually all types of real estate. They invest capital for their own account and on behalf of institutional and asset management clients seeking premium returns. This client is currently seeking a skilled Sr. Property Accountant.
About the Job
The Sr. Property Accountant will manage financial operations for a portfolio of commercial properties. In this role, you'll handle monthly reporting, reconciliations, cash flow management, and ensure compliance with loan covenants. They’re looking for a resourceful, team-oriented professional who thrives in a collaborative environment and is excited to support both accounting and property management teams. If you're ready to grow in a dynamic commercial real estate setting, this is the one for you.
Responsibilities
Develop and implement commercial property-related operational accounting procedures and monthly close processes, to include but not limited to review of general ledgers, processing journal entries, and preparing monthly accruals
Prepare monthly and quarterly reporting packages for a portfolio of properties in a timely manner
Prepare monthly bank and other balance sheet reconciliations in tandem with the reporting package
Prepare and monitor monthly debt and equity draws and manage project cash positions on a daily basis
Approve and process accounts payable disbursements as needed
Ensure compliance with mortgage loan covenants and reporting requirements
Assist in preparation of local, state, and federal tax returns with consultation from outside accounting firm as necessary
Assist in annual financial statement audit and reviews performed by outside CPA firm
Assist in preparation of joint venture and consolidated financial statements
Assist, review, and coordinate the workflow of Lease Administrator including application of A/R adjustments and daily cash receipts
Assist property management staff with preparation of annual budget package and monthly and quarterly variance analysis to budget
Supervise property accountant and other junior staff
Perform other duties as assigned
Qualifications
Minimum Qualifications:
4+ years of public (audit) and/or commercial real estate accounting experience
BA/BS in accounting, finance, business, or other applicable business discipline
CPA with experience at a large public accounting firm
Robust understanding of US GAAP, budgeting, and forecasting
Preferred Qualifications:
Experience in Big Four public accounting is preferred
Familiarity with Yardi or MRI
Experience in a Real Estate, Construction, or Financial Services environment is a plus
High degree of responsibility and initiative with the desire to advance beyond this position
Finance Administrator
Acts as the primary financial liaison for assigned departments and initiatives, overseeing budget development and providing financial support
Responsibilities include driving the development of financial data analytics & reporting, establishing metrics, and contributing to financial goals
Coordinates reporting, manages expenditures, tracks faculty funds, oversees international fund transfers, and assists with grant management and contract review
About the Company
For more than 125 years, the University of Chicago has forged its own path. This has led to new schools of thought and a transformative education for students, and laid the groundwork for breakthroughs across the sciences, medicine, economics, law, business, history, culture, the arts, and humanistic inquiry.
The Institute for Climate and Sustainable Growth leverages the University’s unique legacy and resources to balance the risks of a changing climate with the essential need for human progress. It does so by combining frontier research in economics and climate policy, and key energy and climate technologies, with a pioneering approach to education that provides a 360-degree understanding of the climate and growth challenge. The Institute also seeds interdisciplinary research that explores new topics in this ever-evolving field and deploys practical, effective solutions in countries central to this challenge.
About the Job
The Finance Administrator will act as the primary financial and analytical liaison for assigned departments and initiatives, overseeing budget development and providing comprehensive financial management support. This role will drive the development and integration of unit-specific financial data analytics and reporting, focusing on establishing standardized metrics and methodologies to evaluate both University-wide and department-level financial performance. Additionally, the Finance Administrator will contribute to the formulation of long- and short-term financial goals, business strategies, and financial forecasts. The role involves coordinating quarterly and year-end reporting for the operating budget, leveraging a solid understanding of financial principles.
Responsibilities
Analyzes, reviews, and tracks comprehensive financial activities for the Climate and Energy (CEI), Energy Policy Institute at the University of Chicago (EPIC), Climate Systems Engineering Initiative (CSEi), the Energy and Environment Lab (E&E Lab) and the various programs/initiatives, primarily in the areas of finance, auditing, budgeting and forecasting, purchasing, and other operational-related financial activities
Plans, develops, and manages budgets, including developing multi-year budget forecasts
Oversees the review, approval, and reporting of all expenditure goods and services, and costing allocations
Monitors and reconciles actual expenditures and revenue against budget and prepares monthly, quarterly, and annual variance reports for the Finance Manager and leadership. Works closely with departments to understand variances and develop recommendations for programmatic changes or cost containment strategies to avoid deficits
Reviews financial reports for consistency and accuracy. Flags potential errors to be investigated and corrected. Prepares and submits account corrections as necessary, including both payroll and non-payroll
Oversees and tracks multi-year faculty fund support packages. Provides faculty periodic reports of spend and available balance
Works in close partnership with UChicago Global and UC Trust to oversee, process, and manage transfer of funds for international programmatic activities
Prepares and submits financial transactions through the University systems in Oracle and Concur
Assists staff with the GEMS system and runs reports to ensure that transactions are reconciled at regular intervals
Builds and maintains complex financial models using Excel and other analysis and reporting tools and systems as necessary
Assists and prepares various presentations/trainings to convey financial and administrative matters to leadership and members of the assigned departments
Coordinates and manages Calls for Proposals and awarding of internal grant funds to faculty. Assists faculty and staff with review and execution of contracts and data use agreements; works to understand needs, assesses contract suitability to meeting those needs, and negotiates with vendors to ensure contracts comply with university standards and guidelines
Assists the Finance Manager to develop and implement metrics and methodologies toolkits for evaluating financial performance for both the unit overall and specific assigned departments
Assists the Finance Manager in the annual budget process such as preparing departmental budget packets and inputting budgets into Oracle Planning Module, UCPlan
Helps to develop and maintain a Financial Administration manual for staff with relevant University policies and procedures
Assists with various payment processing in Oracle and may work with other team members on the procurement process
Liaise as necessary with staff and Financial Services
Acts as a primary account administrator for account owners in an intensive customer service environment
Routinely prepares budgets, creates accounts, and works with the financial accounting system to allocate, authorize, monitor, and control expenses
Helps to prepare monthly reports, conducts and correct errors in accounts using existing procedures that are in place, and provides advice on the financial impact of human resources and academic affairs decisions
Performs other related work as needed
Qualifications
Minimum Qualifications:
Minimum requirements include a college or university degree in related field
Minimum requirements include knowledge and skills developed through < 2 years of work experience in a related job discipline
Preferred Qualifications:
Bachelor’s degree in finance, accounting, business administration, or related field
Knowledge of financial computing and database software application
Proficiency with Microsoft Office (Word, Excel, PowerPoint)
Advanced skills in Microsoft Excel, which includes usage of pivot tables, v-lookups, macros, and formatting
Knowledge of various financial principles, practices, and applications including budgeting, financial planning, and financial reporting
Background with accounting systems and budget systems
Outstanding analytical and problem-solving skills. Detail-oriented and prioritize and complete multiple concurrent projects
Demonstrates capacity to work independently in an organized detailed manner while maintaining a collaborative team environment
Exercise sound judgment and absolute discretion regarding confidential matters with tact
Excellent verbal and written communication skills
Demonstrated time management ability to deliver high-integrity products within established deadlines
Personable, professional, and consultative work style
AC, Project Finance
Directs and manages the Project Development section, overseeing loan program production and closings for all DHCD development projects
Conducts high-level financial analysis, underwrites development proposals, and coordinates loan activities with various city funding sources
Supervises staff (underwriters, compliance officers, etc.), provides technical assistance, and liaises with attorneys and funding agencies
About the Company
Baltimore is the largest city in the U.S. state of Maryland, and the 29th-most populous city in the country. It was established by the Constitution of Maryland and is not part of any county; thus, it is the largest independent city in the United States. Baltimore has more public monuments than any other city per capita in the country and is home to some of the earliest National Register historic districts in the nation, including Fell's Point (1969), Federal Hill (1970) and Mount Vernon Place (1971). More than 65,000 properties, or roughly one in three buildings in the city, are listed on the National Register, more than any other city in the nation.
The Baltimore City Department of Housing and Community Development (DHCD) was created in 1968 to consolidate local community development efforts with housing and building code enforcement. With over 400 employees, DHCD strengthens City neighborhoods by attracting investors, developers, and homebuyers. Through the administration of Community Development Block Grant (CDBG), Home funds, City bond funds, and other creative financing mechanisms, DHCD’s finances and guides strategic development projects to meet housing and neighborhood needs. To hold property owners accountable and keep neighborhoods safe, DHCD monitors construction and building activity and enforces the City's building, fire, zoning and related codes, as well as provides energy conservation services.
About the Job
The Assistant Commissioner of Project Finance within the Development Division is responsible for directing and managing the activities of the Project Development section relating to the coordination loan program production and loan closing for all DHCD development projects. Supervises staff engaged in compliance and inspection including evaluating the performance of, disciplining and recommending promotion, hiring and firing of such personnel. Work of this class involves managing real estate development officers, underwriters, project compliance officers, project coordinators, administrative staff and inspection personnel. The incumbent reports to the Deputy Commissioner of the Development division.
Responsibilities
Conducts detailed, high-level financial analysis; prepares development options and strategies, determines financial feasibility, as well as underwrites and assesses development proposals and develop recommendations
Coordinates loan program activities and loan closing for development projects with City funding, such as, Investment Partnerships Program (HOME), Affordable Housing Trust Funds (AHTF), Community Development Block Grant (CDBG), Community Development BOND funds, Section 108, Rental Housing Production (RHP), Taxable Bonds, and Syndication of 9% and 4% Low Income Tax Credits
Evaluates the performance of staff (underwrites, project compliance officers, project coordinators, administrative staff and inspection personnel); disciplines and recommends the promotion, hiring and firing of such personnel
Provides technical assistance to staff on underwriting, development loan packaging and approval processes of loan transactions. Supervises the closing of all agreements associated with project pre-development, development and post-development funding and financing for new construction and/or renovation of residential multi-family and public facilities and other community development activities
Advises applicants on borrowing and development and assists them in the city development process
Establishes and maintains liaison with attorneys, funding agencies such as the U.S. Department of Housing and Urban Development, State of Maryland, Baltimore Community Lending (BCL), and the City of Baltimore—Finance Department on specific transactions and projects
Develops procedures according to policies to ensure compliance with State, Federal and Local law; implements new financing techniques. Supervises the preparation of narrative statistical analysis, track reports for DHCD, the City, State and other entities
Meets with private industry developers and non-profit organizations to garner support for publicly funded developments
Participates in panel discussions on resale or reuse of City owned
Qualifications
Minimum Qualifications:
Master’s degree in business administration, Public Administration, Management, Law or related field from an accredited college or university
At least six (6) years of senior management, policy-driven operational responsibilities, including 3 years of experience managing homogeneous functions of subordinate supervisors is required
OR an equivalent combination of education and experience
Knowledge & Skills:
Knowledge of the principles, practices and procedures of business and public administration
Knowledge of the principles and practices of financial analysis and of construction lending and underwriting
Knowledge of research techniques and methodologies
Knowledge of the principles and practices of real estate development
Knowledge of organizational structure, staffing patterns and administrative controls
Knowledge of general principles, practices and techniques of urban development, urban renewal, particularly those relating to acquisition, disposition and management of real property
Ability to synthesize data from a wide variety of sources and construct complex statistical reports
Ability to communicate effectively and to present research results orally and in writing
Ability to interpret, explain and implement Federal, State and private financial institutions’ policies pertaining to loans and development financing
Ability to plan, organize, direct the work of others and develop operational programs and procedures
Ability to speak and testify effectively before governmental and legal bodies and commissions and community and business groups
Ability to establish and maintain effective working relationships with city officials, community and business groups
Ability to exercise judgment and discretion in applying and interpreting departmental policies, laws, rules, regulations and procedures
Ability to develop and install program procedures
Ability to maintain confidentiality of sensitive information
Ability to communicate effectively with co-workers, staff of other agencies and the general public
Skill in the analysis and evaluation of development proposals
VP, Corporate Access (ISI)
Manages events for assigned sectors, collaborates with research analysts, and monitors event schedules
Establishes strong relationships with corporate IR officers and interacts with Sales to ensure client communication
Assists with conference management, manages reverse inquiries, and stays abreast of industry developments
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore is looking to hire an Associate or Vice President level employee to join the Corporate Access team in our Equities business. The ideal candidate has either previously worked in a Corporate Access role/capacity at another sell-side firm, and/or has experience in the financial services sector. Additionally, an applicant should be driven to grow Evercore ISI’s Corporate Access product via a consultative approach to multiple types of client-facing activities. Daily responsibilities will be assigned according to the ideal candidate’s background/experience. Position is based in New York.
Responsibilities
This role’s primary responsibilities will include, but are not limited to, the following:
Develop and manage various Corporate Access events for assigned sectors
Collaborate closely with sector research analyst(s) to create a corporate access business pipeline for analyst and sector
Monitor NDR and various event schedules to ensure they are assembled appropriately and all information has been disseminated to all relevant parties
Run client consumption reports out of the CRM and interact with Evercore ISI’s Client Strategy team on productivity metrics
Establish and maintain strong relationships with Corporate Investor Relations officers
Interact with sales to ensure that important firm clients are receiving communications about both the overall calendar and specific events
Assist in managing conferences across multiple sectors
Provide back up to team members on various events, tasks and inbound requests
Manage reverse inquiries from corporate and investor clients
Stray abreast of new developments affecting internal and external systems (corporate access/conference vendors, corporate access aggregation platforms, etc.)
Work with sector research analyst(s), the client strategy team and Marketing Senior Coordinator Analyst to set/execute analyst marketing schedules from a short-term and longer-term perspective
Qualifications
Team player attitude and willingness to assist on all events as needed
Strong public speaking capabilities
Strong analytical and problem solving abilities
Excellent organizational skills;
must be able to prioritize tasks and manage multiple events and responsibilities at any given time
Excellent communication skills;
timely responses to all emails is required
Ability to maneuver effectively while working with various constituents internally and externally (sales/trading/research/banking/corporate managements)
Ability to see the “bigger picture” of where each corporate access event builds upon the rest of the product effort
Robust experience working with Microsoft Office (Outlook, Excel, PowerPoint, etc.)
Working knowledge of Ipreo (BDAdvanced/iPlanner) and MeetMax is a plus
Experience working at a sell side public investment bank is a plus
Exp. Associate, Corp Access (ISI)
Manages events for assigned sectors, collaborates with research analysts, and monitors event schedules
Establishes strong relationships with corporate IR officers and interacts with Sales to ensure client communication
Assists with conference management, manages reverse inquiries, and stays abreast of industry developments
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore is looking to hire an Associate or Vice President level employee to join the Corporate Access team in our Equities business. The ideal candidate has either previously worked in a Corporate Access role/capacity at another sell-side firm, and/or has experience in the financial services sector. Additionally, an applicant should be driven to grow Evercore ISI’s Corporate Access product via a consultative approach to multiple types of client-facing activities. Daily responsibilities will be assigned according to the ideal candidate’s background/experience. Position is based in New York.
Responsibilities
This role’s primary responsibilities will include, but are not limited to, the following:
Develop and manage various Corporate Access events for assigned sectors
Collaborate closely with sector research analyst(s) to create a corporate access business pipeline for analyst and sector
Monitor NDR and various event schedules to ensure they are assembled appropriately and all information has been disseminated to all relevant parties
Run client consumption reports out of the CRM and interact with Evercore ISI’s Client Strategy team on productivity metrics
Establish and maintain strong relationships with Corporate Investor Relations officers
Interact with sales to ensure that important firm clients are receiving communications about both the overall calendar and specific events
Assist in managing conferences across multiple sectors
Provide back up to team members on various events, tasks and inbound requests
Manage reverse inquiries from corporate and investor clients
Stray abreast of new developments affecting internal and external systems (corporate access/conference vendors, corporate access aggregation platforms, etc.)
Work with sector research analyst(s), the client strategy team and Marketing Senior Coordinator Analyst to set/execute analyst marketing schedules from a short-term and longer-term perspective
Qualifications
Team player attitude and willingness to assist on all events as needed
Strong public speaking capabilities
Strong analytical and problem solving abilities
Excellent organizational skills;
must be able to prioritize tasks and manage multiple events and responsibilities at any given time
Excellent communication skills;
timely responses to all emails is required
Ability to maneuver effectively while working with various constituents internally and externally (sales/trading/research/banking/corporate managements)
Ability to see the “bigger picture” of where each corporate access event builds upon the rest of the product effort
Robust experience working with Microsoft Office (Outlook, Excel, PowerPoint, etc.)
Working knowledge of Ipreo (BDAdvanced/iPlanner) and MeetMax is a plus
Experience working at a sell side public investment bank is a plus
Exp. Associate, Corp Controller
Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making
Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting
Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore is looking to hire an Associate or Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.
Responsibilities
Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts
Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation
Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;
This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts
Support annual IT Development investment (cash) budget for the Firm
Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups
Building and managing the financial models to support reporting needs
Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives
Reconcile third party vendor usage in order to verify accuracy of invoicing process
Coordinate invoice processing and PO processing with the accounts payable department
Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Accounting, Finance, or a related field
4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry
Experience with financial systems and ERP platforms
Exceptional analytical and problem-solving skills with a high level of attention to detail
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
Integrity and ethical decision-making
Strategic thinking and adaptability in a dynamic financial environment
Commitment to continuous improvement and innovation
Knowledge of lease accounting (ASC 842) is a plus
Sr. Associate, Corp Controller
Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making
Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting
Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore is looking to hire an Associate or Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.
Responsibilities
Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts
Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation
Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;
This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts
Support annual IT Development investment (cash) budget for the Firm
Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups
Building and managing the financial models to support reporting needs
Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives
Reconcile third party vendor usage in order to verify accuracy of invoicing process
Coordinate invoice processing and PO processing with the accounts payable department
Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Accounting, Finance, or a related field
4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry
Experience with financial systems and ERP platforms
Exceptional analytical and problem-solving skills with a high level of attention to detail
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
Integrity and ethical decision-making
Strategic thinking and adaptability in a dynamic financial environment
Commitment to continuous improvement and innovation
Knowledge of lease accounting (ASC 842) is a plus
Director of Major Gifts
Supports CEO in building relationships with high-value donors and prospects
Oversees stewardship activities, implements mid-level donor programs, and identifies new giving opportunities
Supervises staff, manages donor data, and supports the development of fundraising materials and events
About the Company
PFLAG National is the first and largest organization for lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people, their families, and allies. PFLAG National has more than 325,000 members and supporters and over 400 chapters in the United States. This vast grassroots network is cultivated, resourced, and serviced by the PFLAG National staff, Board of Directors, and Regional Directors Council.
About the Job
The Director of Major Gifts is a newly created position that will manage the major donor ($1,000+), mid-level donor ($250-999), and planned giving programs. This position will build the structure to grow the major gifts pipeline, manage a portfolio of prospects with high gift capacity, and ensure that major, mid-level, and planned giving donor experience results in renewed and increased donations. The Director of Major Gifts will report to the Vice President, Development & Philanthropic Partnerships, and supervise the Development Coordinator.
Responsibilities
The Director will have duties and responsibilities crossing many functions
Below is an outline of those duties:
Support the CEO and the Vice President, Development & Philanthropic Partnerships in cultivating the organization’s most significant individual donors and prospects
Drive the CEO and other Leadership members’ schedules for donor meetings
Solicit gifts of $1,000+ to reach individual giving goals
Create individual goals for each prospect in the portfolio based on the donor’s history of giving and an understanding of the prospect’s capacity and interests
Establish and manage mid-level ($250-999) donor program with the goal of upgrading mid-level donors to major donors
Identify and qualify new individual prospects through collaboration with the CEO and Board of Directors
Oversee stewardship of a high-quality donor experience through developing individual relationships, correspondence, mailings, acknowledgments, and other meaningful opportunities to engage with the organization
In collaboration with the Vice President, Development & Philanthropic Partnerships, support the direct-mail and digital fundraising programs to increase mid-level and major donors
Supervise the Development Coordinator, providing day-to-day management and driving their work plan toward growing revenue
Refine and enhance the major/mid-level/planned giving program in support of the strategic plan and organizational expansion
Plan major donor events in key cities including identifying hosts and host committee members, and working with the Communications department to write/deliver speeches and develop talking points for the CEO, Board Members, and other notable speakers (i.e., “the pitch”)
Maintains donor and prospect records in both electronic and paper form
Produces fundraising progress reports for the VP of Development & Philanthropic Partnerships, CEO, and Board of Directors as needed
Other tasks as assigned to support the department and grow revenue
Qualifications
Bachelor’s degree in a related field or equivalent experience or a combination of both
5+ years of professional history as a frontline fundraiser with a focus on individual donors and major gifts
Thorough understanding of nonprofit fundraising and experience as a member or leader of a nonprofit development team
Proven track record of stewarding and closing five-figure and up gifts
Knowledge of donor/CRM databases; Salesforce and/or Salsa Engage highly preferred
Knowledge of LGBTQ+ issues, DEI (Diversity, Equity, Inclusion) practices, and civil rights as a whole
Enthusiastic support of PFLAG’s strategic vision, mission, and goals
Excellent interpersonal, organizational, and writing skills
Effective communicator both in person and over the phone/teleconference
Must be able and willing to travel as needed