Exp. Associate, Corp Controller
Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making
Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting
Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore is looking to hire an Associate or Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.
Responsibilities
Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts
Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation
Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;
This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts
Support annual IT Development investment (cash) budget for the Firm
Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups
Building and managing the financial models to support reporting needs
Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives
Reconcile third party vendor usage in order to verify accuracy of invoicing process
Coordinate invoice processing and PO processing with the accounts payable department
Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Accounting, Finance, or a related field
4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry
Experience with financial systems and ERP platforms
Exceptional analytical and problem-solving skills with a high level of attention to detail
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
Integrity and ethical decision-making
Strategic thinking and adaptability in a dynamic financial environment
Commitment to continuous improvement and innovation
Knowledge of lease accounting (ASC 842) is a plus
Sr. Associate, Corp Controller
Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making
Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting
Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders—including mergers and acquisitions, shareholder advisory, restructuring, and capital structure. Evercore also assists clients in raising public & private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia.
About the Job
Evercore is looking to hire an Associate or Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.
Responsibilities
Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts
Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation
Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;
This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts
Support annual IT Development investment (cash) budget for the Firm
Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups
Building and managing the financial models to support reporting needs
Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives
Reconcile third party vendor usage in order to verify accuracy of invoicing process
Coordinate invoice processing and PO processing with the accounts payable department
Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Accounting, Finance, or a related field
4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry
Experience with financial systems and ERP platforms
Exceptional analytical and problem-solving skills with a high level of attention to detail
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
Integrity and ethical decision-making
Strategic thinking and adaptability in a dynamic financial environment
Commitment to continuous improvement and innovation
Knowledge of lease accounting (ASC 842) is a plus
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
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