FIFA World Cup 26, Miami, On-site, Mid-level Andrew DeZarn FIFA World Cup 26, Miami, On-site, Mid-level Andrew DeZarn

Manager, Org Training Del.

  • Develops a comprehensive training plan, coordinates training delivery, and ensures training programs align with tournament objectives

  • Collaborates with internal teams, external vendors, and consultants to ensure consistent training delivery and serves as the primary contact for all training-related inquiries

  • Oversees the training budget and adjusts training plans based on feedback to ensure continuous improvement


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 organisationally to the Head of Workforce, the Manager, Organisational Training Delivery will be a key member of the FIFA26 Workforce Management team, and work in close collaboration with operational delivery Functional Areas (Departments) within FIFA26, as well as Planning, Integration & Readiness, People & Culture in FIFA Zurich, and other key individuals responsible for delivering a cohesive, consistent, and operationally appropriate training programme for both the FIFA Club World Cup 2025 and FIFA World Cup 26.

Responsibilities

  • Training Coordination and Project Management:

    • Develop and implement a comprehensive training plan that aligns with tournament deliverables/objectives and Functional Area (Department) requirements

    • Coordinate with department heads, trainers/training providers, and other stakeholders to assess and define the training needs strategy across all three countries (Canada/Mexico/United States)

    • Establish a coordinated and, where applicable, integrated training journey for the event, across multiple client groups from planning and development to execution and evaluation

    • In collaboration with FA/Dept Leads training delivery mechanisms for whole client group training sessions and support/provide guidance to Functional Areas on appropriate training schedules, venues, and resources to ensure timely and effective delivery of training programs

    • Ensure training programs are consistent, culturally appropriate, and tailored to meet the specific needs of different regions (US, Canada, and Mexico).Manage the creation and distribution of template training materials, including accessibility considerations, such as multiple languages

    • Track and report on the progress of training initiatives, managing any changes, delays, or risks

    • Ensure alignment with the event's objectives, ensuring that efficient and effective training delivery supports the overall success of the Tournament being delivered

  • Stakeholder Management:

    • Collaborate with internal teams (Workforce, Planning & Integration, Volunteer Management, HR, Operations, Security, Technology, etc.), external vendors, and consultants to facilitate consistent training delivery

    • Serve as the primary point of contact for all organisation-wide training-related planning, inquiries and concerns

    • Regularly communicate with leadership to provide updates on the progress of training initiatives and address any challenges

  • Monitoring and Evaluation:

    • In collaboration with Head of Workforce, oversee budget requirements for organisational wide training initiatives, ensuring efficiencies are kept at front of mind

    • Work in close collaboration with Planning & Integration to create tools that support the effective evaluation of training programs through feedback, assessments, and performance metrics

    • Adjust training plans and methods based on feedback from trainees and trainers to ensure continuous improvement from one Tournament to the next

    • Prepare detailed reports on training outcomes, including participant performance, satisfaction, and areas for improvement

Qualifications

  • Education

    • Bachelor's degree in Business, Human Resources, Education, or a related field

    • Proven experience managing Training or Learning and Development projects across multiple countries or regions (US, Canada, and Mexico) is highly desirable

    • Certification in training Design and Delivery or Project Management (e.g., PMP, Agile) is a plus

    • Ability to work independently and collaboratively in a fast-paced, cross-cultural environment

    • Excellent communication and interpersonal skills to interact with diverse teams and stakeholders

    • Demonstrated ability to effectively balance stakeholder expectations with appropriate delivery requirements; unafraid to push back on deliverables that do not fit within these parametres

  • Work Experience

    • 5 years of experience designing and delivering Training/Learning and Development programmes in a fast-paced environment

    • Demonstrated experience of utilising strong organizational skills and attention to detail to switch from strategic to detailed planning

    • Significant experience designing and delivering Training/L&D programmes within the Sporting Industry/large-scale events

  • Languages

    • Fluent in English. Spanish and/or French proficiency is a plus

  • Technology

    • Proficient in MS Office (Excel, Word, PowerPoint, Visio & Project) and planning software and online collaboration tools

    • Experience with learning management systems (LMS) and other training software tools is a plus

    • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and project management tools (e.g., WeTrack, Monday.com)

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FIFA World Cup 26, Miami, On-site, Mid-level Andrew DeZarn FIFA World Cup 26, Miami, On-site, Mid-level Andrew DeZarn

Specialist, Business Ops

  • Develops and implements onboarding processes for safety and security personnel and facilitates security-related events and workshops

  • Coordinates workstreams, integrates security considerations into projects, and creates streamlined processes for SEC operations

  • Creates reports on SEC operations, manages policy approvals, and implements an audit strategy to ensure Ops effectiveness


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 organisationally to the Head of Planning & Administration for Safety & Security, the Specialist, Business Operations—Programs 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 its respective sites) for the FIFA World Cup 2026™ and its test events. In addition, this role will support the execution of overall planning and administration, collating and coordinating information from stadiums, non-competition venues and team safety and security functions across the FIFA26 teams in Canada, Mexico, and the United States. This role will also be responsible for making recommendations and planning for the implementation of Safety and Security administration process building and improvement to include audit.

Responsibilities

  • The main responsibilities and oversights of the Specialist, Business Operations—Programs for the FIFA World Cup 26™ SEC include:

    • Develop and implement comprehensive on-boarding processes for the FIFA26 safety and security personnel, ensuring alignment with tournament policies and procedures

    • Coordinate the organization of SEC dedicated workstream, internal and external teams, aligning with specific security objectives, ensuring cross-functional collaboration

    • Create streamlined processes for Integrating security considerations into project team documentation and alignment across different functional areas, ensuring security is embedded in overall FIFA26 planning initiatives

    • Create SEC Planning and Administration dashboards and processes for scaling tracking of SEC operational lifecycles

    • Assist with the organization and facilitation of security-related events and workshops to engage FWC 2026™ stakeholders and disseminate key security information

    • Provide solutions and implement an audit strategy for security operations at FIFA26™ official sites, guaranteeing Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) are met

    • Manage policy approval process for safety and security policies for the management of assets, including technology, equipment, and resources

    • Collaborate with relevant FIFA26™ departments to integrate asset management policies into overall tournament planning

    • Project management support of the implementation of SEC tools and systems

    • Prepare regular reports on the status of Safety and Security operations at venues (hotels, training sites, team base camps, etc.) 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 business management, sports management or related fields

    • PMO certification is a plus

    • Six Sigma Certification or equivalent is a plus

  • Minimum 5-7 years of experience in program management or related fields, particularly in large, complex organizations, with a focus on large-scale events

    • FIFA Tournaments experience to be considered a plus

  • Demonstrated ability to work effectively with stakeholders at all levels

    • Knowledge of sport events, safety, and security planning is 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, Miro, WeTrack, PinPoint is a plus

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FIFA World Cup 26, Miami, On-site, Mid-level Andrew DeZarn FIFA World Cup 26, Miami, On-site, Mid-level Andrew DeZarn

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

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Bloomfield & Company, Chicago, Hybrid, Mid-level Andrew DeZarn Bloomfield & Company, Chicago, Hybrid, Mid-level Andrew DeZarn

Executive Assistant

  • Manages complex calendars, travel, expenses, and workflow coordination

  • Assists with meetings, briefings, data entry, and various personal tasks

  • Coordinates offsite meetings, refines processes, and manages special initiatives


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 prominent organization known for its commitment to excellence and dynamic leadership. This client seeks a skilled Executive Assistant to provide comprehensive support to its leadership team, ensuring productivity and seamless operations.

About the Job

The Executive Assistant will work closely with the Senior Executive Assistant to support the Chief of Staff and ensure continuity for the Principal. This role requires expertise in calendar management, travel coordination, expense reporting, and project execution within a hybrid work environment.

Responsibilities

  • Provide executive support, including managing calendars, travel arrangements, expenses, and workflow coordination for senior executives

  • Ensure seamless operations by assisting with meetings, briefings, data entry, and occasional personal tasks such as errands and logistics

  • Contribute to project management, including coordinating offsite meetings, refining processes, and managing special initiatives like gift-giving

Qualifications

  • 5-10 years of executive assistant experience;

    • familiarity within a private family office environment is a plus

  • Proficient in Microsoft Office Suite, Google Suite, and Salesforce, with strong communication skills

  • Bilingual in English and Spanish is preferred

  • Highly organized, discreet, adaptable, and team-oriented, with a proactive and collaborative mindset

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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

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Evercore, New York, On-site, Mid-level Andrew DeZarn Evercore, New York, On-site, Mid-level Andrew DeZarn

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

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Evercore, New York, On-site, Mid-level Andrew DeZarn Evercore, New York, On-site, Mid-level Andrew DeZarn

Sr. Associate, Corp Controller

  • Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making

  • Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting

  • Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives


About the Company

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.

About the Job

Evercore is looking to hire an Associate or Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.

Responsibilities

  • Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts

  • Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation

  • Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;

    • This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts

  • Support annual IT Development investment (cash) budget for the Firm

  • Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups

    • Building and managing the financial models to support reporting needs

  • Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives

  • Reconcile third party vendor usage in order to verify accuracy of invoicing process

  • Coordinate invoice processing and PO processing with the accounts payable department

  • Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately

Qualifications

  • The ideal candidate will have a strong team-based attitude and work ethic

  • They will be ambitious and resourceful, as well as intellectually curious and eager to learn

  • Bachelor’s degree in Accounting, Finance, or a related field

  • 4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry

  • Experience with financial systems and ERP platforms

  • Exceptional analytical and problem-solving skills with a high level of attention to detail

  • Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)

  • Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders

  • Strong organizational and time-management skills with the ability to prioritize and manage multiple projects

  • Integrity and ethical decision-making

  • Strategic thinking and adaptability in a dynamic financial environment

  • Commitment to continuous improvement and innovation

  • Knowledge of lease accounting (ASC 842) is a plus

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Evercore, New York, On-site, Mid-level Andrew DeZarn Evercore, New York, On-site, Mid-level Andrew DeZarn

Exp. Sr. Associate, FP&A

  • Collaborates with business units, prepares forecasts, and coordinates the annual budget and headcount plan

  • Assists in preparing Management Committee deliverables, Board presentations, and financial results analysis

  • Interacts with senior management, business units, and other finance departments


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 a Senior Associate level FP&A employee to join the Finance Group. This individual will report to the FP&A Director and will support the administration, planning, analysis, implementation, and design of our firm-wide FP&A work profile. This highly analytical role requires the ability to work in a fast-paced environment with a strong focus on creative application of technical skills, problem solving, collaboration and attention to detail. The FP&A team is a team of four in a Finance organization of about 80 members and supports leaders across many businesses and corporate groups, with a focus on the CFO, the firm’s management committee and senior management.

Responsibilities

  • The primary responsibilities will include, but are not limited to, the following:

    • Continuously work with business unit and corporate controllers in the budgeting/forecasting process, including hosting detailed reviews of non-compensation expenses

    • Prepare annual forecast for FP&A/IR/Treasury team and update quarterly

    • Prepare and coordinate annual Budget and Headcount plan with the Business Units and Corporate Groups and present to the CFO

    • Interface with senior management in the business, as well as various corporate departments, including tax, legal and compliance, human capital group, and other finance areas

    • Assist in the preparation of Management Committee deliverables, including bi-weekly P&L forecast updates, monthly financial results and strategic initiatives

    • Preparation of various quarterly Board presentations including presentation materials for the CEO during Earnings

    • Review the consolidated financial results of the firm and business units

    • Numerous ad hoc FP&A presentations

    • Ensure all financial reporting deadlines are met

    • Resolve accounting discrepancies and irregularities

Qualifications

  • Bachelor's degree in Accounting, Finance, or other relatable field of study

  • 4 – 6 years combined experience in public accounting and/or financial service firms in a planning, budgeting, analysis capacity

  • Experience using Workday, Adaptive/Office Connect Anaplan preferred, Workiva is a plus

  • CPA or Masters in Accounting is a plus

  • Quantitative

    • Excellent planning and analytical skills

    • Ability to recognize and articulate trends

    • Detail-oriented and highly motivated

    • Notably proficient in Excel, model building

    • Aptitude for understanding data and learning new technology

  • Qualitative

    • Superior communication and interpersonal skills, both written and oral

    • Self-motivator, independent worker, and effective presenter

    • Ability to recognize and articulate trends

    • Desire and ability to work in a smaller team-oriented environment

    • Investigative analysis and resolution propensity

  • Intangibles

    • Attention to detail and accuracy

    • Ability to multi-task and prioritize workload

    • Display ease with time-management and organizational principals

    • Information and task monitoring through complex processes

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Evercore, New York, On-site, Mid-level Andrew DeZarn Evercore, New York, On-site, Mid-level Andrew DeZarn

Exp. Sr. Associate, Benefits (HCG)

  • Manages day-to-day operations of benefit programs, including medical, dental, vision, and 401(k)

  • Ensures compliance with regulations, supports employee engagement, and conducts audits and reporting

  • Evaluates and improves programs, manages vendor relationships, and participates in plan renewals


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 a Senior Associate to join our Benefits team within the Human Capital Group. Reporting to the Head of Benefits, this individual will play a key role administering various employee benefits plans including: medical, dental, vision, spending accounts, disability and life insurance, 401(k), wellness, and other work/life benefits. The role includes responsibility for day-to-day administration and compliance while supporting employee engagement.

Responsibilities

  • The primary responsibilities will include, but are not limited to, the following:

    • Support the overall administration and execution of the firm’s US-managed benefits and wellness programs, including international benefit programs

    • Act as a liaison between employees and leadership to answer questions or concerns regarding benefit coverage

    • Priority focus on US healthcare strategy including supporting plan design, data analysis, and vendor integration to effectively manage costs and access to care

    • Manage benefits vendor onboarding and ongoing relationships to ensure contract, governance and customer service expectations are met

    • Focus on building a robust well-being program that promotes physical, mental, and financial wellness

    • Evaluate and improve internal processes and policies to reduce costs and increase efficiency on a global scale

    • Ensure compliance of ACA, COBRA, HIPAA, ERISA, and IRS regulations and reporting/communication requirements

    • Assist in developing ongoing employee training, communications, events, and wellness initiatives to increase employee engagement and understanding of benefit programs

    • Participate in several large, annual projects including open enrollment, on-site wellness events and annual compliance filings

    • Participate in the annual renewal of US and International benefit plans:

      • Liaise with brokers and vendors to prepare census data and evaluate vendor performance, processes, quotes and costs

      • Implement and communicate benefit changes including drafting Open Enrollment materials and providing thoughtful data and analytics to inform decision-making

      • Maintain benefit plans, eligibility, and deductions in HRIS

      • Conduct regular audits and reporting on all plans to identify trends and ensure data integrity

      • Ensure benefit documents are compliant and up to date for each country

Qualifications

  • 7+ years of benefits administration experience

  • Knowledge of self-funded and insured employee benefits and applicable laws; able to stay up to date with regulatory changes

  • Ability to handle sensitive and confidential employee data with discretion

  • Excellent analytical, time-management skills with the ability to multi-task and prioritize workload in a fast-paced environment

  • High proficiency in Microsoft Excel, PowerPoint and Word

  • Superior communication and interpersonal skills

    • both written and oral with the ability to comfortably interface at all levels, both internally and externally

  • Detail-oriented and highly motivated

  • Strong organizational, administrative, and project management skills

  • Bachelor’s degree

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Evercore, New York, On-site, Mid-level Andrew DeZarn Evercore, New York, On-site, Mid-level Andrew DeZarn

Exp. Associate, Corp Comms.

  • Monitors budgets for Corp events and external affairs initiatives, calculates ROI, and tracks key performance indicators

  • Analyzes client engagement, event outcomes, CPC metrics, and develops dashboards to present findings

  • Partners with teams to align analytics with objectives, streamlines processes, and identifies areas for improvement


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 a Corporate Communications & External Affairs Associate with a strong aptitude for data analysis and a passion for delivering actionable insights. This role bridges across Corporate Events and External Affairs, and will focus on tracking budgets, client engagement metrics, and event ROI. This individual will report to the group’s Vice President.

Responsibilities

  • The Associate’s primary responsibilities will include, but are not limited to, the following:

    • Track and analyze budgets and expenditures related to corporate events and external affairs initiatives

    • Partner with the Corporate Events and External Affairs teams to align analytics initiatives with strategic objectives

    • Calculate and report on cost-per-client metrics, event ROI, and other key performance indicators (KPIs)

    • Collaborate with the event hosts to consolidate post-event data, including attendance, client engagement, and potential business outcomes

    • Develop dashboards and reports to present findings and insights to senior leadership and stakeholders

    • Provide regular updates on budget utilization and flag areas of improvement

    • Identify opportunities to streamline tracking and reporting processes using data tools and systems

Qualifications

  • Specific 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

  • Additional qualifications include:

    • B.A. required

    • 3–6 years of experience in a hybrid role combining event management, external affairs, and data analytics, preferably in the financial services or professional services industry

    • Proficiency in data analytics tools such as Excel (advanced functions), Tableau, Power BI, or similar platforms

    • Familiarity with CRM systems (e.g., Salesforce) and financial tracking tools

    • Strong analytical and problem-solving abilities, with a high attention to detail

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