Goodwill, Rockville, Remote eligible, Early career Andrew DeZarn Goodwill, Rockville, Remote eligible, Early career Andrew DeZarn

Specialist, GR & Advocacy

  • Develops and delivers training, resources, and tools to strengthen local Goodwill organizations' advocacy capacity

  • Designs and implements grassroots/grasstops campaigns using digital strategies, the Legislative Action Center, and social media

  • Increases grassroots advocates, coordinates policymaker visits, and engages the network through online platforms and events


About the Company

Goodwill Industries is all about people working. We are North America’s leading nonprofit provider of education, training, and career services for people with disadvantages, such as welfare dependency, homelessness, and lack of education or work experience, as well as those with physical, mental and emotional disabilities. In 2020, local Goodwills collectively provided employment and training services to almost 22 million individuals.

We believe that work has the power to transform lives by building self-confidence, independence, creativity, trust and friendships. Everyone deserves a chance to have these. Goodwill provides that chance. Considering working at Goodwill? Goodwill is nonprofit brand that is respected and highly relevant in today’s economy. Forbes recently named Goodwill one of the "Top 25 Most Inspiring Companies."​

About the Job

Goodwill Industries International (GII) is seeking a talented Specialist, Grassroots & Advocacy Engagement to develop and implement grassroots/grasstops advocacy campaigns, utilizing the Legislative Action Center, social media and other digital strategies. This person will engage with local Goodwill organizations to enhance advocacy engagement and support planning of GII’s annual advocacy event.

Responsibilities

  • In collaboration with Vice President of Government Affairs, has primary responsibility for implementing and managing capacity-building strategies that strengthen local Goodwill organizations' ability to mobilize and engage in public policy and advocacy

  • Supports design and delivery of advocacy training that helps equip member Goodwill leaders to respond to legislative and regulatory opportunities and threats

  • Partners with the Government Relations/Legal team to assess Goodwill members’ policy interests, capacity and competencies

  • Actively works to increase grassroots advocates as well as develop and implement ongoing campaigns and engagement opportunities to enhance our policy impact

  • Develop advocacy action alerts, talking points, and grassroots messages and ensure routine dissemination of such information

  • Supports coordination of policymakers' visits to local Goodwill organizations

  • Engages GII team to mobilize Goodwill's grassroots/grasstops networks by equipping and disseminating information to the GII team and local Goodwill member organizations

  • Manages and maximizes use of Legislative Action Center by coordinating with GII’s Analytics & Technology and Marketing & Communications teams to ensure effective operations

  • Ensures content on GII's Legislative Action Center, public website and Goodwill Exchange is current

  • Maintains GII's Congressional/Grassroots Advocacy database and generate reports and statistics that measure mobilization results

  • Leads use of social media and other digital strategies to engage and inform local Goodwill members and stakeholders about public policy issues and advocacy opportunities

  • Supports annual advocacy event and virtual advocacy event planning and execution in collaboration with Vice President of Government Affairs

  • Uses available resources to review advocacy trends and keep the membership apprised of new developments

  • Other duties as needed to support the team and local Goodwill organizations

Qualifications

  • Education & Experience:

    • Bachelor’s degree in public policy, public administration, political science, government affairs, communications or other relevant field

    • Two to five years of experience in grassroots/tops mobilization

      • Experience in public policy, advocacy, and implementing state and federal policy campaigns

    • Experience and ease using Microsoft Office and other computer applications

      • Expertise using online Grassroots mobilization products preferred

    • Demonstrated ability to conduct research and analyze information

    • Demonstrated ability to develop curriculum that equips local Goodwill leaders to engage policymakers

    • Experience effectively managing multiple priorities and projects

  • Skills Needed:

    • Knowledge of state and federal legislative, regulatory and political processes

    • Strong written, oral, and digital media communication skills

    • Proven ability to work independently and creatively, meeting strict deadlines, in a fast-paced environment

    • Ability to work collaboratively with GII colleagues, local Goodwill member leaders, and representatives of outside organizations

    • Demonstrated understanding of grasstops/grasstops advocacy mobilization strategies

    • Ability to effectively manage multiple priorities and projects and produce results on time and with quality

    • Solid organizational skills and advanced-level proficiency with MS Office products

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Analyst, Soc. Impact & Rep. Risk

  • Leads and manages research projects for multiple client accounts, ensuring timely delivery of high-quality deliverables

  • Conducts in-depth analysis of societal issues and their impact on corporations, providing strategic recommendations to clients

  • Leads and mentors junior team members, while contributing to product development and refining research methodologies


About the Company

National Journal Membership offers award-winning journalism, boardroom-ready presentations, customized infographics and analysis, and exclusive events. We provide members with the data, content, and resources they need to stay on top of key movements in people, politics, and policy.

Part of National Journal, Gravity Research specializes in strategy and business development, risk management, and stakeholder mapping. We help organizations navigate high-priority policy and brand issues, identify key influencers, and develop data-driven messaging and engagement strategies for creating impact. Our custom research provides analytical insights, deep-dive profiles, custom benchmarking, and ongoing tracking to help you engage both inside and outside of Washington, DC.

About the Job

Social Impact and Reputational Risk Analysts are responsible for contributing to all aspects of Societal and Reputational Intelligence (SRI) client engagements. Analysts on the social issues benchmarking team use our media monitoring tools and a range of qualitative research methods to identify and track trending issues, produce custom analysis for our clients, and develop bespoke insights and recommendations. Analysts work directly with senior leaders at Gravity Research and senior public affairs and C-suite executives at client companies.

Responsibilities

  • Managing research for 4-6 client accounts and being responsible for the timely delivery of all project work

  • Collaborating with team members to develop research methodologies and approaches to answer client questions

  • Leading associates and interns who are supporting the client research process

  • Developing smart, nuanced analysis on how societal issues may impact corporations, their workforces, and their consumers, and synthesizing findings into strategic recommendations for clients

  • Drafting deliverables, including PowerPoint presentations, memos, and other formats, to communicate findings and recommendations to clients

  • Presenting findings and interacting with clients to better understand their needs, serving as a trusted expert and advisor on challenging societal issues

  • Regularly consuming news about a range of societal issues and their impact on the business community to incorporate current trends into research and analysis

  • Contributing to product development by crafting new and innovative approaches to producing the analytic work, optimizing operations, and perfecting the research product

  • To perform this job successfully, each essential competency and responsibility must be performed satisfactorily

    • Reasonable accommodations may be made to enable an individual with disabilities to perform essential functions

  • Other duties may be assigned to meet organizational goals

Qualifications

  • A highly analytic, natural problem solver

  • The ability to highlight key insights within a complex set of data, synthesize large amounts of information, and then clearly explain these insights to clients

  • A skilled project manager, able to independently manage competing priorities and adhere to timelines

  • A strong writer able to clearly frame issues for a variety of audiences; some experience with PowerPoint or other visual presentation formats highly preferred

  • An individual with 1-3 years of experience in at least one of the following domains: strategy consulting, policy analysis, risk analysis, Capitol Hill or executive agency experience, or political science research

  • Earned Bachelor's degree required

  • Entrepreneurial spirit; Track record of building new initiatives from conception to execution

  • Creative thinking and resourcefulness in problem-solving

  • Prodigious work ethic and spirit of generosity

  • Active contributor to a diverse and inclusive workplace

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Policy Analyst

  • Conducts research, develops policy proposals, and drafts policy memos to support the Governor's priorities for improving child well-being

  • Manages workstreams, supports the Children's Cabinet, and engages with stakeholders to advance policy initiatives

  • Develops communication materials and engages with community members, parents, and youth on child well-being issues


About the Company

The Governor's Office for Children serves as a central coordinating office to support the well-being of children and families and reduce the number of children living in poverty, which requires a holistic, coordinated approach within State government and across public and private sectors at the federal, State, and local levels. The Governor's Office for Children will lead statewide efforts to build a comprehensive and efficient network of supports, programs, and services for children and their families in order to promote social and emotional well-being, reduce food insecurity, combat youth homelessness, expand access to health services, improve educational outcomes and job readiness, expand access to good jobs, and increase economic opportunity in sustainable ways in jurisdictions that historically have experienced underinvestment.

The Governor's Office for Children will also work with multi-sector partners to implement place-based strategies designed to provide "cradle to career" access to high quality education and care; connect workers to high quality jobs; enable family-sustaining income and access to affordable high quality housing, child care and health care, including reproductive, maternal, behavioral and mental health care; and increase community health and safety.

About the Job

The Policy Analyst must possess the core skills and passion to support the Policy Director and Governor’s Office for Children in its mission to reduce child poverty and increase economic mobility across the State of Maryland. The Policy Analyst will support policy and implementation efforts designed to improve services and opportunities for children that will reduce child poverty, including expanding access to high-quality education, healthcare, economic security, and safe and thriving environments.

The Policy Analyst will staff the Children’s Cabinet and Children’s Cabinet working groups and engage in extensive outreach and research around policy areas in their portfolio. The Policy Analyst will also support senior leadership in any engagements relating to the analyst’s portfolio, and will manage special projects as needed. This is a hybrid position and requires flexibility to report to locations in Annapolis, Baltimore, and other areas of the state as needed.

Responsibilities

  • Engage in research and policy development

  • Work with subject matter experts working on child well-being, education and health, including local community members, parents and youth across the state

  • Conduct research and develop policy proposals based on the GOC priorities

  • Draft or support drafting of high quality memos to the Special Secretary and the Governor on policy issues under the GOC portfolio

    • Manage and respond to issues within the Special Secretary’s portfolio

  • Project manage various workstreams or rapid turnaround requests as assigned by the Special Secretary

  • Develop effective communication materials related to the Children’s Cabinet, ENOUGH Act, and the Governor’s Office for Children’s policy priorities

  • Support administrative functions of the Governor’s Office For Children

  • Assists with special projects including events

Qualifications

  • A bachelor’s degree from an accredited college or university

  • At least 2 years of experience in public policy, preferably in a government orpolitical setting

  • Strong organizational and time management skills with the ability to prioritize tasks and meet deadlines

  • Excellent written and verbal communication skills

  • Ability to analyze and interpret data

  • Strong attention to detail and accuracy

  • Ability to work independently and as part of a team

  • Strong people-management skills

  • Ability to maintain confidentiality and discretion in all matters

  • Flexibility to work outside of regular business hours, as needed

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Partner Development Rep.

  • Identifies potential partners, leverages resources to connect with key decision-makers, and schedules meetings for sales executives

  • Executes outreach campaigns, maintains contact databases, and participates in team meetings to support business development efforts

  • Develops sales and communication skills through ongoing training and contributes to the success of Org


About the Company

At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.

At EAB, we serve not only our partner institutions but each other—that's why we are always working to make sure our employees love their jobs and are invested in their communities.

About the Job

The Partner Development organization develops innovative sales and marketing strategies to generate new business opportunities for EAB and EAB Seramount, a strategic business dedicated to advancing DE&I in the workplace. A key team member, the Partner Development Representative (PDR) is responsible for initiating relationships with prospective partners and optimizing team interactions. PDRs identify executives who may benefit from EAB or EAB Seramount products and services, leverage resources to connect with qualified leads, and schedule meetings for Partner Development Executives (PDEs) to meet and further advance those prospective relationships. PDRs can expect to acquire deep insight into the education industry, as well as workplace DE&I best practices, while refining their commercial outreach skills. Assignment to EAB or EAB Seramount is primarily based on business need, and candidates should indicate whether they have an interest in higher education and/or DE&I.

This role is based in Washington, D.C. or Richmond, VA.

Responsibilities

  • Schedule sales meetings for PDEs to meet with prospective partners, working towards weekly, monthly, and quarterly goals

  • Leverage all available resources—such as Salesforce, external sources (e.g. social media, news alerts, etc.), and predictive modeling tools – to strategically identify and contact qualified executives and organizations

  • Communicate with current and prospective partners via cold calling, email and social media

  • Create and execute strategic outreach plans to support new business acquisition goals

  • Follow up with inbound leads within designated time periods

  • Maintain and update prospect records in Salesforce; update Salesforce with relevant research and scheduling information

  • Participate in regular PDR training and coaching sessions to hone demand generation skills

  • Attend Partner Development organization team meetings and territory strategy sessions

  • Learn EAB and EAB Seramount product content and research

  • Complete additional product-specific responsibilities as needed (e.g. creating proposals and RFPs, booking contracts, etc.)

Qualifications

  • Minimum Qualifications:

    • Bachelor’s Degree with excellent academic record

    • Strong oral and written communication skills

    • Goal-oriented nature

    • Proven experience managing multiple, competing priorities

    • Must possess at least three of the following:

      • Sales or fundraising experience

      • Customer service experience

      • Experience working in a team environment

      • Experience in an office setting

      • Leadership experience

  • Preferred Qualifications:

    • Proven ability to meet or exceed a quantitative goal

    • Ability to effectively communicate and persuade by email and phone with executives

    • Demonstrates poise, maturity, and resilience with internal and external audiences

    • Experience with Salesforce

    • Commitment to valuing diversity, practicing inclusive behaviors, and contributing to an equitable working and continual learning environment in support of EAB’s DE&I Promise

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Walmart, Chester, On-site, Early career Andrew DeZarn Walmart, Chester, On-site, Early career Andrew DeZarn

Market People Partner

  • Leads the execution of workforce management programs, improves scheduling & staffing, and enhances associate experiences

  • Manages talent acquisition, develops succession plans, and oversees talent review processes to build a high-performing workforce

  • Partners with business leaders to develop and implement strategies that support business objectives and drive operational excellence


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 Market People Partner, WM Stores is a Future-focused world-class people team—delivering value while partnering with the business on digital transformation, talent management, competitive reward practices, and create and sustaining a diverse & inclusive workplace.

Responsibilities

  • Leads the execution of hourly and salaried Workforce Management programs and initiatives by identifying customer and operational needs; developing and communicating business plans and priorities; identifying barriers and obstacles that impact plan execution; providing guidance and training resources; measuring plan progress and performance; and developing contingency plans

  • Drives the Workforce Management strategy to improve associate experiences, retention, and business performance by ensuring the execution of "Schedule Right" in all assigned stores; reviewing and assessing scheduling and staffing data to translate into required actions to improve scheduling performance

  • Manages the talent acquisition strategy for assigned stores by developing, communicating, and delivering recruiting strategies to attract and maintain a skilled and engaged workforce; forming strategic partnerships and leveraging talent acquisition techniques to source a diverse candidate pool; screening candidates for qualifications and coordinating with hiring managers to arrange interviews; gathering and facilitating feedback from managers on candidates; managing the job offer process, including negotiating and communicating job offer information

  • Manages talent pipelines by assessing talent, providing succession plans, and implementing talent programs; analyzing talent data, tools, and systems to diagnose gaps and identify trends that impact the workforce; providing resources for talent and workforce development; supporting mentorship programs; and leveraging talent to create career progression opportunities and increase management retention

  • Manages talent review activities by overseeing talent programs and initiatives (for example, quarterly conversations, performance and talent calibration processes, annual talent reviews) to understand talent gaps, potential attrition, and high potential talent in assigned area; incorporating data from talent review meetings into recruiting and workforce planning strategies and initiatives

  • Ensures business needs are met by evaluating the ongoing effectiveness of current Workforce Management and talent plans, programs, and initiatives; consulting with business partners, managers, co-workers, or other key stakeholders; soliciting, evaluating, and applying suggestions to improve efficiency and cost effectiveness; and participating in and supporting community outreach events

  • Drives the execution of multiple business plans and projects by identifying customer and operational needs; developing and communicating business plans and priorities; removing barriers and obstacles that impact performance; providing resources; identifying performance standards; measuring progress and adjusting performance; accordingly, developing contingency plans; and demonstrating adaptability and supporting continuous learning

  • Provides supervision and development opportunities for associates by selecting and training; mentoring; assigning duties; building a team-based work environment; establishing performance expectations and conducting regular performance evaluations; providing recognition and rewards; coaching for success and improvement; and ensuring diversity awareness

  • Promotes and supports company policies, procedures, mission, values, and standards of ethics and integrity by training and providing direction toothers in their use and application; ensuring compliance with them; and utilizing and supporting the Open Door Policy

  • Ensures business needs are being met by evaluating the ongoing effectiveness of current plans, programs, and initiatives; consulting with business partners, managers, co-workers, or other key stakeholders; soliciting, evaluating, and applying suggestions for improving efficiency and cost effectiveness; and participating in and supporting community outreach events

Qualifications

  • Minimum Qualifications:

    • Bachelor's degree in a Human Resources, Business Administration or related field, and 2 years' experience as a Human Resources Generalist or Specialist supporting a multi-unit/multi-business environment

      • OR 3 years' Walmart management experience with 2 years' experience supervising other salaried managers

    • Associate will be required to successfully complete all job required trainings and assessments

    • Valid state-issued driver’s license

  • Preferred Qualifications:

    • Master's Degree in a Human Resources field (e.g., Industrial Relations)

    • Experience leading or partnering with cross-functional teams

    • Experience with workforce planning

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Evercore, New York, On-site, Early career Andrew DeZarn Evercore, New York, On-site, Early career Andrew DeZarn

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

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Evercore, New York, On-site, Early career Andrew DeZarn Evercore, New York, On-site, Early career Andrew DeZarn

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

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Evercore, New York, On-site, Early career Andrew DeZarn Evercore, New York, On-site, Early career Andrew DeZarn

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

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