Director, Finance & Admin.
Directs financial audits of healthcare facilities and develops policies for fiscal and administrative functions within the Bureau
Oversees administrative functions for multiple bureaus, including budget management, training coordination, and technology services
Advises agency leaders on policy changes, collaborates with stakeholders, and represents the Bureau in external interactions
About the Company
Do you have an interest in public health administration focused on supporting the licensing functions of healthcare and long-term care facilities? The Department of Health is seeking a Director for the Bureau of Finance and Administration to be responsible for two new Divisions within the Deputate of Quality Assurance. The Division of Finance is responsible for ensuring health care facilities are operating with fiscal responsibility and soundness and the Division of Administration is responsible for planning and directing the administrative support for the Bureau of Long Term Care and the Bureau of Healthcare Facilities and Home Care Services.
About the Job
This is professional managerial work directing the activities of the Bureau of Finance and Administration in the Department of Health. The Bureau Director directs the fiscal and administrative functions supporting the Bureaus of Long Term Care and Health Care Facilities and Home Care Services in the Deputate for Quality Assurance. These activities will include training and communication, fiscal oversight, administrative and office support services, and IT system supports.
The work involves determining goals, objectives, and priorities for the Bureau; developing and implementing policies and procedures to manage program activities; identifying areas of improvement across the bureau and implementing strategic initiatives. This work also includes oversight of the financial review process for changes in ownership and licensure renewals.
Responsibilities
This is a highly responsible professional administrative position at the Bureau level directing auditors in the Division of Finance and deputate administrative staff in the Division of Administration
This position ensures that health care facilities in Pennsylvania are operating with fiscal responsibility and soundness
The review and analysis of the fiscal viability of the facilities are completed by a subordinate division director and staff
This position assures that the fiscal reviews are accomplished in accordance with state and federal timeframes, budget directions, regulations and conditions of participation, where applicable
This position directs the development of policy and procedures for the implementation of fiscal and administrative functions
This position plans and directs the administrative and office support functions for the deputate which includes the Bureaus of Long-Term Care Programs and Health Facilities and Home Care Services. The functions include support for the State Agency Information System (SAIS) and coordination of business process improvements; coordination of training for all surveyors, ensuring training meets federal and state minimum requirements; ensures checks received by the bureaus are deposited, accepted, and processed by the PA Department of Revenue; and oversees the preparation, submission, monitoring, and management of deputate’s annual Federal and State budgets
Advises the Deputy Secretary for Quality Assurance and other agency policy decision makers on Bureau matters and recommends and advocates program policy changes
Establishes and maintains contact with other state agencies, legislators, federal program officials, professional groups, and other public and private organizations to review or comment on proposed legislation
Interpret and implement existing rules and regulations and recommend or promote changes impacting on the Bureau
Provides consultation to other departmental officials on Bureau matters, regulations and procedures for primary care and home health agencies and other Bureau matters
Coordinates the Bureau’s automated technology services in accordance with the Department’s plans and operations
Responsible for maintaining a data-driven performance management system for the Bureau of Finance and Administration that is linked to the agency's and unit's mission, goals, and objectives, and which over time becomes an integral part of the Bureau's management process
Ensures that adequate data is available to support the performance management process
Ensures that all Department policies/guidelines and legislation regarding data release and confidentiality are followed by staff
Interacts with division directors and other Deputate bureau directors to identify and develop innovative ways to provide required services
Interaction with Division/Department/Bureau stakeholders and interested organizations through trade association public speaking engagements, provision of training services as requested, or by attendance at relevant conferences as a presenter or participant
Performs the full range of supervisory responsibilities, including assigning, prioritizing, and reviewing work; maintaining position descriptions; conducting employee performance management; approving/disapproving leave and travel requests; participating in staffing activities; coordinating employee discipline; and training staff, including coaching and team building
Demonstrate awareness of the vulnerable populations the organization serves by identifying, providing, and advocating for resources, services, communication methods, and policies that would help those populations achieve health equity
Performs other related duties as required
Qualifications
Minimum Experience & Training:
One year of experience as an Audit Manager, Accountant 4, or Fiscal Management Specialist 4 (Commonwealth titles)
OR five years of professional auditing, accounting, or fiscal administration experience, that includes one year of supervisory experience, and a bachelor’s degree;
OR an equivalent combination of experience and training that includes one year of professional supervisory experience in auditing, accounting, or fiscal administration
Associate, Equity Research
Conducts in-depth research on policy and geopolitical events that could significantly impact financial markets
Analyzes data on government programs and fiscal policies to determine their potential economic and market consequences
Contributes to the creation of high-quality research reports and client presentations, supporting the International Political Affairs and Public Policy team
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 Senior Associate or Associate Level Professional for its Policy research team under Sarah Bianchi, located in Washington, D.C. Evercore ISI offers a high quality, collegial, and collaborative environment where exceptional contributors can look forward to rapid career advancement.
Responsibilities
Responsibilities include but are not limited to:
Assisting the International Political Affairs and Public Policy team
Conducting research on policy and geopolitical developments with the potential to impact financial markets
Analyzing data on fiscal policy and government programs to assess market and economic impacts
Assisting in the drafting of research reports and creation of presentation materials for clients
Qualifications
Prior experience in economic or policy research, including at a government agency, think tank, or academic institution
Strong Excel and PowerPoint proficiency
Familiarity with major sources of data on U.S. government fiscal policies, including the Congressional Budget Office, Joint Committee on Taxation, and Office of Management and Budget
Familiarity with/interest in one or more of the following areas: fiscal policy, trade policy, energy policy, health care policy, tech policy, immigration policy, financial regulation, international relations/geopolitics
Sr. Associate, Equity Research
Conducts in-depth research on policy and geopolitical events that could significantly impact financial markets
Analyzes data on government programs and fiscal policies to determine their potential economic and market consequences
Contributes to the creation of high-quality research reports and client presentations, supporting the International Political Affairs and Public Policy team
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 Senior Associate or Associate Level Professional for its Policy research team under Sarah Bianchi, located in Washington, D.C. Evercore ISI offers a high quality, collegial, and collaborative environment where exceptional contributors can look forward to rapid career advancement.
Responsibilities
Responsibilities include but are not limited to:
Assisting the International Political Affairs and Public Policy team
Conducting research on policy and geopolitical developments with the potential to impact financial markets
Analyzing data on fiscal policy and government programs to assess market and economic impacts
Assisting in the drafting of research reports and creation of presentation materials for clients
Qualifications
Prior experience in economic or policy research, including at a government agency, think tank, or academic institution
Strong Excel and PowerPoint proficiency
Familiarity with major sources of data on U.S. government fiscal policies, including the Congressional Budget Office, Joint Committee on Taxation, and Office of Management and Budget
Familiarity with/interest in one or more of the following areas: fiscal policy, trade policy, energy policy, health care policy, tech policy, immigration policy, financial regulation, international relations/geopolitics
Sr. Finance Manager
Implements financial planning processes, analyzes data to identify trends and opportunities, and provides insights to support strategic decision-making
Refines planning processes, builds and maintains financial models, and analyzes data to identify opportunities for improvement
Delivers financial reports to senior leadership, performs ad-hoc analysis, and ensures the accuracy of financial records
About the Company
Fifty years ago, Sam Walton started a single mom-and-pop shop and transformed it into the world's biggest retailer. Since those founding days, one thing has remained consistent: a commitment to helping customers save money so they can live better. Today, Walmart is reinventing the shopping experience and its associates are at the heart of it. You'll play a crucial role in shaping the future of retail, improving millions of lives around the world. This is that place where your passions meet purpose. Join their family and create a career you're proud of.
About the Job
They are seeking a highly experienced and analytical Senior Manager, Finance to join their Merchandise Decision Support team. This individual will play a critical role in driving strategic initiatives across Merchandising. The successful candidate will have a proven track record of driving financial performance through data-driven insights and strategic planning.
Responsibilities
You’ll make an impact by:
Collaborate with key stakeholders to develop, refine, implement planning processes that support business objectives
Develop and maintain accurate labor and financial models to identify trends and provide insights that drive key business decisions
Analyze financial and operational data to identify trends, and opportunities to improve labor productivity, reduce costs, and improve efficiencies
Develop and deliver financial reporting to senior leadership on key performance metrics, budget versus actuals, and forecast variances
Perform ad-hoc analysis to support strategic initiatives and evaluate business opportunities
Ensure accuracy and completeness of financial records and reports, while adhering to internal controls and compliance requirements
Qualifications
Minimum Qualifications:
Bachelor’s degree in Finance, Accounting, or related field and 4 years’ experience in accounting, finance, or related area
OR 6 years’ experience in accounting, finance, or related area
1 year’s experience leading and completing cross-functional projects
1 year’s supervisory experience
Preferred Qualifications:
Experience in financial planning, forecasting, cost estimating, modeling, data visualization, analytics, and working cross-functionally
Curiousity about digging into the numbers to find new opportunities or patterns to explain “what and why” behind performance
High standards, exceptional organization and discipline, and can manage competing priorities simultaneously
Great communicator, with an eye for detail, and can articulate points in a simplistic approach
Experience prioritizing the collective success of the team
Sr. Finance Manager, eComm
Leads financial analysis & insights, drives strategic planning, and provides financial guidance to eCommerce leaders
Partners with cross-functional teams to foster strategic alignment, drive decision-making, and deliver high-quality results
Leverages data to identify trends, understand performance, and develop presentations to support business decisions
About the Company
Fifty years ago, Sam Walton started a single mom-and-pop shop and transformed it into the world's biggest retailer. Since those founding days, one thing has remained consistent: a commitment to helping customers save money so they can live better. Today, Walmart is reinventing the shopping experience and its associates are at the heart of it. You'll play a crucial role in shaping the future of retail, improving millions of lives around the world. This is that place where your passions meet purpose. Join their family and create a career you're proud of.
About the Job
The Senior Manager, Finance, eCommerce is a critical thought role that works across organizations, teams and cross functionally to help understand, analyze, shape, and transform the eCommerce business. Reporting to the Director, Finance—eCommerce Strategy & Transformation, you’ll lead analysis and insights to understand the performance and growth of the eCommerce business, as well as play a pivotal role in the Annual Operating and Long-Range Planning processes.
Responsibilities
You’ll make an impact by:
Producing compelling insights into business expectations as plans are developed, strategic direction is discussed, and financial advice to executive leaders is required to enable decision making
Fostering relationships throughout the organization to ensure strategic alignment, clear communications, and effective project management
Driving the company and eCommerce strategies forward with excellence, delivering high-quality presentations at all levels, and encouraging personal and team development
Advising the eCommerce business on making efficient decisions, considering both costs and benefits
Providing financial support and business case analysis for key strategic initiatives
Leveraging tools and complex data sets to drive insights across the business
Promoting and supporting company policies, procedures, mission, values, and standards of ethics and integrity by training and providing direction to others in their use and application; ensuring compliance with them; and utilizing and supporting the Open Door Policy
Qualifications
Minimum Qualifications:
Bachelor’s degree in Finance, Accounting, or related field and 4 years’ experience in accounting, finance, or related area
OR 6 years’ experience in accounting, finance, or related area
1 year’s experience leading and completing cross-functional projects
1 year’s supervisory experience
Preferred Qualifications:
3+ years’ experience in Analytics, Planning, Business Management, Omni-Channel Merchandising, or a related area
1+ years of senior leadership decision support and influencing experience
Strong organizational skills including prioritizing, scheduling, time management, and meeting deadlines
Strong influencing and interpersonal skills
Detail and results-oriented with sense of urgency
High proficiency in Excel based financial modelling
Experience mining large datasets through the use of SQL or other similar tools
Chief of Staff
Works as a trusted advisor to the CEO, shaping her message and representing her across diverse stakeholders
Streamlines operations, manages complex logistics, and ensures seamless execution of critical initiatives
Contributes significantly to the Org's growth by fostering key relationships and navigating challenges with grace and grit
About the Company
Endeavor is the leading global community of, by, and for High-Impact Entrepreneurs—founders who dream bigger, scale faster, and pay their success forward. With a presence in 45 countries (and growing!), Endeavor identifies and supports high-growth entrepreneurs, helping them expand their businesses, access investment, and foster a lasting impact in their ecosystems. Today, 2,500+ Endeavor Entrepreneurs generate 4.1 million jobs and nearly $70B in annual revenue.
Endeavor Catalyst, its global rules-based venture fund, manages $540M and has invested in 340 portfolio companies, including 60 unicorns—companies valued at $1B+. As one of the world’s top investors in unicorns from emerging markets, Endeavor is reshaping the global entrepreneurial landscape.
About the Job
The Chief of Staff role is demanding but deeply rewarding. It’s about high-stakes problem-solving, building bridges across cultures, and helping the CEO navigate the intersections of entrepreneurship, venture capital, and impact. You’ll need grit, grace, and a “get-it-done” mentality to thrive. In this role you will act as the CEO’s alter ego, enabling her to focus on core priorities while assisting her in managing the operational complexity of leading a global organization. This position is ideal for a driven, detail-oriented individual who thrives in a fast-paced, complex environment and is eager to contribute to Endeavor’s next phase of growth.
Responsibilities
Strategic Communication
Act as the central hub for communicating the CEO’s vision across the organization
Represent the CEO in interactions with C-suite executives, Board members, and Endeavor Entrepreneurs
Draft key communications, including speeches, presentations, op-eds, press releases, and internal updates, tapping into the CEO’s unique voice & messages
Endeavor Brand & CEO Presence
Together with Endeavor’s CMO, create and execute a social media and PR strategy that elevates the CEO’s profile while aligning with Endeavor’s mission
Oversee updates to the CEO’s personal website and public-facing materials
Executive Office Operations
Coordinate the CEO’s complex international travel and maintain seamless scheduling across professional and family commitments, partnering with the EA
Serve as CEO gatekeeper, ensuring focuses on high-priority tasks
Stakeholder Engagement
Cultivate relationships with Endeavor’s Global and Local Boards, Regional Managing Directors and Country MDs, and Outlier Endeavor Entrepreneurs
Participate in planning and executing high-profile events such as Global Board meetings, Entrepreneur Retreats, and International Selection Panels
Special Projects & Problem Solving
Tackle ad hoc challenges with creativity and agility
Proactively identify and address operational inefficiencies
Qualifications
Seeking a Chief of Staff who will be a force multiplier—someone who will expand the CEO’s bandwidth, solve problems before she even sees them, and enable her to dream even bigger as Endeavor’s team works towards making Vision 2035 a reality
Required Skills
Exceptional interpersonal and written communication skills
Strategic thinking paired with meticulous attention to detail
A track record of thriving under pressure in fast-paced environments
Demonstrated passion for global entrepreneurship, venture capital
Flexibility to work extended hours and travel internationally as needed
Preferred Skills
Experience managing social media, PR, or thought leadership campaigns
High Proficiency in G-Suite, Salesforce, and virtual collaboration tools
Fluency in another language (Spanish, Portuguese, or Arabic)
Jr. Analyst, Payroll & Benefits
Oversees payroll Ops, including processing salaries, bonuses, and deductions, while ensuring compliance with all relevant tax & labor laws
Manages the administration of all employee benefits, including enrollment, communication with providers, and budget tracking
Supports the broader HR & Administration departments with various initiatives throughout the tournament
About the Company
The FIFA World Cup 26™ will mark the first time that the tournament features 48 teams and will be hosted by three countries: Canada, Mexico, and the United States. This new format redefines excellence, generating unique opportunities for greater participation and engagement from fans and players in North America and all over the world. Now is your time to be a game changer and join the workforce that is planning and delivering this unique and unforgettable experience.
About the Job
Reporting organizationally to the Payroll & Benefits Manager, the Payroll & Benefits Analyst will help serve Payroll & Benefit efforts for Mexico at the FIFA World Cup 2026. Further, this role will oversee payroll operations across all 3 host cities (CDMX, Guadalajara & Monterrey) along with benefits administration for the FIFA World Cup 2026. This position will support Budget Monitor and Control to help the Workforce plans as well as other functional areas within HR and Administration.
Responsibilities
The main responsibilities of the Payroll & Benefits Analyst for the FIFA World Cup 2026 Mexico include:
Support elaboration for payroll records with strict confidentiality
Achieve local tax and regulatory compliance
Support payroll processing, salaries, bonuses, and deductions
Collaborate with finance teams to reconcile payroll and benefits accounts
Support regulatory audits: IMSS, SAT, and INFONAVIT
Support and monitor budget tracking for Workforce, Benefits and Administration
Collaborate with HR teams to ensure accurate benefits enrollment, maintaining up-to-date employee information, communicate with external benefit providers and oversee the administration of all benefits
Support Workforce, Recruitment and Facilities in ad-hoc relevant initiatives
Qualifications
Education
Bachelor’s degree in administration, economics, finance or similar
Work Experience
One / two years of experience in Compensation, Benefits, and Reconciliation
Languages
Fluent in English & Spanish
Technology
Proficient in MS Office (Excel, Word, PowerPoint, Visio & Project), planning software, and online collaboration tools
Manager, Procurement
Guides project leaders in sourcing strategies, manages RFP processes, and evaluates proposals to secure the best deals
Negotiates contracts with suppliers to ensure the most favorable terms and conditions
Coordinates with other departments to optimize procurement timelines, identify cost-saving opportunities, and avoid overlapping spending
About the Company
The FIFA World Cup 26™ will mark the first time that the tournament features 48 teams and will be hosted by three countries: Canada, Mexico, and the United States. This new format redefines excellence, generating unique opportunities for greater participation and engagement from fans and players in North America and all over the world. Now is your time to be a game changer and join the workforce that is planning and delivering this unique and unforgettable experience.
About the Job
Reporting organizationally to the Procurement Senior Manager, the Procurement Manager will be a key member of the FIFA26 Finance team, and work in close collaboration with the functional areas and other key individuals responsible for delivering efficiencies and support along the Procue-to-Pay process.
Responsibilities
The main responsibilities and oversights of the Procurement Manager for the FIFA World Cup 26™ include:
Support project leaders in all matters regarding procurement including tasks such as sourcing strategy, RFI/RFP process, evaluating proposals, and negotiating contracts to ensure best terms and conditions
Manage RFP process (e.g. publishing of RFP's, consolidation of responses, supplier communication)
Coordinate with the different functions to define the procurement pipeline to anticipate cost optimization opportunities and avoid spend overlap
First level support for users
Qualifications
Education & Qualifications
Bachelor’s degree in business administration or similar field and level of higher education
Work Experience
Minimum 2 years of work experience in a similar role required
Experience in tendering processes, major procurement projects and contract management
Strong analytical skills, ability to handle complexity and conflicting interests
Capable of working in an environment of rapid change and high scrutiny
Understands the application of governance and compliance
A track record in transforming business needs into procurement strategies
Languages
Fluent in English. Spanish and/or French proficiency is a plus
Technology
Proficient in MS Office (Excel, Word, PowerPoint) and planning software and online collaboration tools such as Monday.com
Good SAP MM knowledge
Knowledge of DocuSign is an asset
Specialist, Finance Ops
Manages vendor relationships, procures services, and creates and manages security contracts
Ensures financial compliance, coordinates payments, and manages the SEC department's budget
Tracks procurement and finance lifecycles, conducts audits, and prepares reports on financial status
About the Company
The FIFA World Cup 26™ will mark the first time that the tournament features 48 teams and will be hosted by three countries: Canada, Mexico, and the United States. This new format redefines excellence, generating unique opportunities for greater participation and engagement from fans and players in North America and all over the world. Now is your time to be a game changer and join the workforce that is planning and delivering this unique and unforgettable experience.
About the Job
Reporting organizationally to the Head of Planning & Administration for Safety & Security, the Specialist, Business Operations—Finance will be a key member of the FIFA26 Safety and Security (SEC) Planning & Administration team. This Specialist will work in close collaboration with the many functional areas across the FIFA™ enterprise to include key individuals responsible for delivering on Safety and Security programs across all venues (and respective sites) for the FIFA World Cup 2026™ and its test events. In addition, this role will support the execution of overall planning and management of security vendor services to be provided across all venues (and respective sites) for the FIFA World Cup 2026 ™ and its test events. This role will implement and execute the finance and procurement-related business operations for the FIFA World Cup Safety and Security Department.
Responsibilities
The main responsibilities and oversight responsibilities of the Specialist, Business Operations—Finance for the FIFA World Cup 26™ SEC include:
Serve as the FIFA26™ Inc. liaison with vendor partners and service providers who will support FIFA and public safety partners with overall World Cup security planning and coordination
Own and manage the procurement and finance workflow for all SEC business lines
Create and manage security contracts with FIFA26™ external vendors and service providers, including site owners
Serve as first review for compliance with contractual obligations and standards, regularly reviewing agreements for accuracy and relevance, as per the tournament strategy and concept
Manage and maintain the relationships with key partners in the procurement and finance cycles with legal, finance, invoicing, and procurement teams
Create SEC Planning and Administration dashboards and processes for scaling tracking of procurement and finance lifecycles
Assist with the financial organization of security-related events and workshops to engage FWC 2026™ stakeholders and disseminate key security information
Provide solutions to and implement an audit strategy to assess the effectiveness and compliance of SEC Planning and admin financial cycle obligations
Coordinate payment processing related to security contracts, ensuring accurate and timely payments to vendors and service providers
Create solutions to assist with the management and oversight of financial and budgetary matters related to the FIFA26™ Safety and Security Department
Prepare regular reports on the status of safety and security finance and procurement status and create recommendations for Exec. Director of Safety and Security and the Chief Safety and Security Officer visibility
Qualifications
Bachelor’s Degree, or equivalent relevant experience, in accounting, finance, business administration or management, sports management or related fields
At least 2 years of demonstrated proficiency in procurement lifecycle, invoice lifecycle, and budget planning and execution lifecycle management
At least one year of experience in vendor and contract management
International contracts or sports related contracts experience is a plus
Demonstrated ability to work effectively with stakeholders at all levels
Knowledge of sport event safety and security planning a plus
A candidate will thrive if they enjoy working in a fast-paced start up culture, is not easily frustrated with not knowing the path forward and is excited to think of and execute creative solutions that work for the needs of the team and the tournament
Sees constraints as creative problems to solve
The successful candidate will support teammates and contribute to team goals, enjoy creating solutions under imperfect circumstances, enjoy building from the ground up something on a scale that has never been achieved, and influence legacy FIFA sport security planning
Fluent in English
Spanish and/or French proficiency is a plus
Proficient in MS Office (Excel, Word, PowerPoint, Visio & Project) and planning software and online collaboration tools
Proficiency or experience with Monday.com, Yokoy, Miro, and SAP a plus
EA to Managing Partner
Manages schedule, correspondence, travel, and coordinates shareholder meetings
Leads Foundation operations by managing strategy, budget, and compliance for the firm's non-profit
Assists with Flexjet program, provides IT support, and collaborates on special projects
About the Company
Bloomfield & Company is one of Washington's premiere personnel consulting firms. They 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.
They’re partnering with a leading private equity firm that’s committed to fostering growth and delivering exceptional results. The firm prides itself on a people-first, transparent, and results-driven approach, supported by a 20+ year history of successful investments and partnerships. This client is seeking a highly talented Executive Assistant.
About the Job
The Executive Assistant to the Managing Partner is responsible for providing high-level administrative support, handling the Managing Partner’s professional and personal needs, and contributing to operational and strategic initiatives, including the firm’s non-profit foundation.
Responsibilities
Manage the Managing Partner’s calendar, correspondence, travel arrangements, and coordinate shareholder and board meetings
Lead administrative operations for the firm’s non-profit foundation, including strategy, budget management, and compliance
Oversee the Flexjet private aircraft program, provide IT support for conferencing platforms, and collaborate on special projects
Qualifications
5-8 years of experience in an executive administrative role, with exceptional communication and organizational skills
Proficient in Microsoft Office Suite, travel/expense platforms, and conferencing tools (e.g., Zoom, Teams), with strong multitasking abilities
Detail-oriented, resourceful, and capable of exercising discretion while working flexible hours in a fast-paced environment
Exp. VP, People Analytics (HCG)
Develops an HR analytics strategy, guides People Analytics team, and collaborates with business leaders to design solutions
Drives data-driven decision making and delivery of data visualizations & reports, ensuring effective communication of insights
Builds a data-centric culture, evaluates new technologies, and promotes data literacy across the Org
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 seeks to hire a People Analytics Vice President located in New York, NY. This individual will lead strategic workforce analytics initiatives, transform people data into actionable insights, and support evidence-based decision-making, playing a key role in aligning data analytics with business objectives and driving a data-centric approach across the organization.
Responsibilities
Primary responsibilities will include, but are not limited to, the following:
Partnering with HCG leadership to develop and execute a comprehensive HR analytics strategy aligned with the firm’s goals
Providing thought leadership and strategic direction to the development of the firm’s People Analytics team
Collaborating with business leadership to identify data needs and design analytics solutions to address talent challenges
Managing the end-to-end design, development, and delivery of data visualizations and reports to communicate information and insights effectively, from requirements gathering to quality assurance
Establishing and enhancing foundation processes, tools, and systems to support the scalability and efficiency of People Analytics
Leading the evaluation and adoption of cutting-edge human capital technologies and analytics tools
Working across teams to ensure alignment between data analytics efforts and organizational priorities
In partnership with our IT organization, ensuring data infrastructure supports scalable and secure analytics capabilities
Championing data integrity, accuracy, and security throughout the analytics lifecycle
Promoting data literacy and education across HCG and the entire firm
Qualifications
8+ years of experience in HR analytics, workforce planning, or a related field
Strong understanding of HR metrics and key performance indicators
Proven ability to synthesize complex data into clear, actionable insights
Exceptional communication and interpersonal skills, with the ability to influence and collaborate across functions
Experience building reports directly in an HRIS system using calculated fields, worklets, dashboards, and composite reports
Experience with Workday and PowerBI is preferred
Familiarity with financial services industry trends and workforce challenges is preferred
Exp. VP, Corporate Events
Develops and implements event strategies aligned with business goals
Delivers exceptional client experiences by planning and hosting high-profile events that reflect the company's brand
Manages event logistics & operations and oversees event planning, vendor relationships, and budget management
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 seeks to hire an experienced Vice President/Director to join our Corporate Events Team. In this role, the person will work with a team of Corporate Events professionals to deliver exceptional experiences to our employees and clients. The ideal candidate will excel in managing complex event logistics, ensuring flawless execution and delivering a superior level of client service.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Develop and execute a comprehensive event strategy that aligns with organizational goals, including employee engagement initiatives and client-focused events
Collaborate with senior leadership and cross-functional teams to understand objectives and tailor events accordingly
Plan and host high-profile, client-facing events, ensuring an exceptional experience that reflects the company’s brand and values
Build and maintain relationships with key internal clients, understanding their needs to enhance event personalization and impact
Organize and execute internal events, including leadership retreats, training programs, employee recognition events, and team-building activities
Foster a strong company culture through engaging and innovative event experiences for employees
Negotiate contracts with vendors, venues and service providers to optimize value and ensure budget adherance
Ensure that local office social events and off-sites are compliant with firm-wide standards and policies
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;
professional certifications in event planning (e.g., CMP, CSEP, etc.) are a plus
8–12 years of experience in event management, preferably within the financial services or professional services industry
Proven track record in planning and executing high-profile client events and internal corporate initiatives
Client-first mindset with a commitment to delivering superior service
Expertise in managing complex event logistics, including hybrid and virtual formats
Strong understanding of client relationship management and a high commitment to exceptional client service
Exceptional organizational and project management skills, with the ability to manage multiple events simultaneously
Outstanding communication and interpersonal skills, capable of engaging effectively with C-level executives, clients, and vendors
Proficiency in event management tools and platforms and familiarity with CRM systems
Ability to work under pressure and adapt to changing priorities in a fast-paced environment
Director, Corporate Events
Develops and implements event strategies aligned with business goals
Delivers exceptional client experiences by planning and hosting high-profile events that reflect the company's brand
Manages event logistics & operations and oversees event planning, vendor relationships, and budget management
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 seeks to hire an experienced Vice President/Director to join our Corporate Events Team. In this role, the person will work with a team of Corporate Events professionals to deliver exceptional experiences to our employees and clients. The ideal candidate will excel in managing complex event logistics, ensuring flawless execution and delivering a superior level of client service.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Develop and execute a comprehensive event strategy that aligns with organizational goals, including employee engagement initiatives and client-focused events
Collaborate with senior leadership and cross-functional teams to understand objectives and tailor events accordingly
Plan and host high-profile, client-facing events, ensuring an exceptional experience that reflects the company’s brand and values
Build and maintain relationships with key internal clients, understanding their needs to enhance event personalization and impact
Organize and execute internal events, including leadership retreats, training programs, employee recognition events, and team-building activities
Foster a strong company culture through engaging and innovative event experiences for employees
Negotiate contracts with vendors, venues and service providers to optimize value and ensure budget adherance
Ensure that local office social events and off-sites are compliant with firm-wide standards and policies
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;
professional certifications in event planning (e.g., CMP, CSEP, etc.) are a plus
8–12 years of experience in event management, preferably within the financial services or professional services industry
Proven track record in planning and executing high-profile client events and internal corporate initiatives
Client-first mindset with a commitment to delivering superior service
Expertise in managing complex event logistics, including hybrid and virtual formats
Strong understanding of client relationship management and a high commitment to exceptional client service
Exceptional organizational and project management skills, with the ability to manage multiple events simultaneously
Outstanding communication and interpersonal skills, capable of engaging effectively with C-level executives, clients, and vendors
Proficiency in event management tools and platforms and familiarity with CRM systems
Ability to work under pressure and adapt to changing priorities in a fast-paced environment
Exp. Analyst, Internal Audit
Conducts control testing, gathers supporting documentation, and documents audit findings
Identifies and evaluates control weaknesses and monitors their remediation
Assists with SOX compliance, researches new guidelines, and supports various internal audit activities
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
The Internal Audit Department (‘IA’) provides the Audit Committee and Senior Management with independent, objective assurance and advises on leading practices designed to add value and enhance operations. The Analyst will report directly to the Associate Internal Auditor.
Responsibilities
The Analyst’s primary responsibilities will include, but are not limited to, the following:
Perform control testing over certain areas of the business in support of the Firm’s annual Sarbanes Oxley 404 attestation and certain operational and compliance related audits
Participate in the coordination and request of relevant supporting documentation from control owners and business unit leads
Summarize audit fieldwork and ensure IA’s workpapers are of high-quality standards and align with IA’s methodology
Identify, evaluate, document and monitor the remediation of control deficiencies
Keep abreast of new accounting and SOX compliance guidelines and interpretations
Assist in supporting non-audit related activities and projects, internal of and external to, the IA Department
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
B.A. in Accounting required;
minor in Information Technology or Data Analytics is a plus
CPA candidate is also a plus
Mature, proactive and willing to take initiative with high commitment to providing quality client service
Strong interpersonal skills with the ability to engage and work with professionals of all levels
Able to work well in a team-oriented environment and independently
Strong time management skills and quick ability to learn
Exp. Analyst, Human Cap. Group
Manages new hire onboarding, maintains employee records, and provides general administrative support
Maintains HR data & systems, including updating Workday with employee data, managing employee files, and assisting with HRIS projects
Assists employees with inquiries, supports HR projects & initiatives, and participates in ad-hoc tasks
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 Analyst to join the Human Capital Group. This individual will support the team’s everyday administrative functions. The global Human Capital Group is around 65 employees and supports approximately 2,400 employees globally.
Responsibilities
The Analyst’s primary responsibilities will include, but are not limited to, the following:
Supporting the HCG team’s everyday functions
Responsible for on-boarding process for external candidates:
Preparing and sending out new hire documentation
Following-up with employees to obtain outstanding documentation
Planning/scheduling new hire orientation
I-9 verification
Maintaining spreadsheets to track new hires, transfers and terminations
Providing personal support to employees and Managers across multiple lines of business and global US-managed office locations (Asia, Canada, and Israel)
Entering employee data and changes into Workday (HRIS)
Managing current employee files and creating new employee files
Working closely on firm-wide projects and initiatives that span the Generalist space:
Organize and execute wellness and philanthropy initiatives
Assist with management of projects to ensure they are completed within specific timeframes
Liaise with internal team members, various external teams and departments to tackle critical projects
Assists with audits and documents HR policies and procedures, implementing improvements where needed
Responsible for creating agendas and various documents for meetings
Participating in various ad-hoc projects and performing other duties as assigned
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
1+ years of experience
Bachelor’s degree
Excellent analytical, time-management and organizational skills
Ability to work in a fast-paced environment with strong focus on client-service and proactively resolving issues
Superior communication and interpersonal skills;
both written and oral
Detail-oriented and highly motivated
Strong organizational & administrative skills
Proficiency in Microsoft Excel and Word
Sensitivity to confidential matters
Familiarity with HRIS/Workday preferred
Exp. Analyst, Core Compliance
Assists with onboarding, registrations, exam scheduling, and monitoring regulatory requirements for registered representatives
Supports key areas such as AML, sanctions, and employee training within the Compliance team
Thrives in a demanding role with a focus on client service, problem-solving, and proactive issue resolution
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 experienced Analyst to join the Regulatory Core Compliance group located in New York, NY. This individual will report to the team’s Vice President and will work on a team of 4-6 others. The ideal candidate is a highly motivated individual with a strong work ethic.
This role requires the ability to work in a fast-paced environment with a focus on client-service, problem solving and proactively resolving issues. The US Compliance team supports a premier independent investment banking advisory firm of approximately 2,400 employees globally.
Responsibilities
This individual will assist the Core Compliance team with onboarding, registrations, exam scheduling and maintaining and monitoring regulatory requirements for registered representatives
The Core Compliance team is responsible for, but not limited to, the following areas:
Anti-Money Laundering, Sanctions, Anti-Bribery & Corruption, Gifts & Entertainment, Political Contributions, Registrations & Continuing Education, Personal Account Disclosures, Employee Training & Certifications, Outside Business Activities, Private Investments, Electronic Communications Surveillance, Testing & Supervision, Policies & Procedures and Regulatory Inquiries
Qualifications
B.A. required
Minimum of 3 years’ experience in Compliance, Risk Management, or a related field
Knowledge of regulatory requirements and industry best practices within Compliance
Excellent attention to detail with the ability to identify discrepancies, trends and compliance risks
Effective project management skills, including the ability to handle multiple projects simultaneously in a fast-paced environment
Problem-solving skills with the capacity to develop actionable solutions
Strong organizational skills with the ability to meet tight deadlines and adapt to changing priorities
Ability to work independently and as part of a cross-functional team
Excellent written and verbal communication skills with employee at any/all levels
High ethical standards, a strong sense of judgment and a commitment to maintaining confidentiality and integrity in all compliance matters
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.);
experience with compliance management-related software is a plus
Exp. Analyst, Corp Events
Assist with day-to-day event processes, streamlines workflows, and improves team efficiency
Handles tasks such as expense reports, vendor payments, and inventory management
Participates in process improvement initiatives and supports various ad-hoc projects
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 seeking an Event Operations Analyst for its Corporate Events team. The ideal candidate will enjoy working with a highly communicative team who balance independent initiatives with teamwork. This role requires the ability to work in a very fast-paced environment with a focus on problem solving and proactively resolving issues.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Support team operations associate in managing day-to-day event processes, helping to streamline workflows and improve team efficiency
Assist in the creation, documentation, and improvement of internal event planning processes, ensuring alignment with team goals and best practices
Perform daily tasks including shared mailbox monitoring, expense reports, vendor payments, event tracking, and printing and shipping event collateral
Maintain inventory of event supplies and branded items
Participate in various ad-hoc projects and perform other duties as assigned
In office Monday-Thursday, remote Fridays
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
Proficiency in Microsoft Outlook and Excel
Capable of learning Cvent event technology (training provided)
Excellent organizational skills and impeccable attention to detail
Good time-management, a sense of urgency, flexibility and ability to manage several projects simultaneously
Superior communication and interpersonal skills, both written and oral
Ability to develop strong working rapport with employees at all levels of the firm;
sensitivity to confidential matters
Sound judgment in knowing when to ask for help to prioritize tasks and when to escalate an issue
Team player with positive attitude and willingness to assist with any task
Minimum of 1 year of experience in a professional setting/corporate office environment is preferred
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