Experienced Director - Advisory Finance Controllership

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Region Americas /*generated inline style */ Location New York /*generated inline style */ Business unit Corporate /*generated inline style */ Job description Group Description: The Advisory Finance Controllership is a critical function within Evercore’s finance organization that ensures financial precision and strategic support through forecasting, budgeting, revenue accounting, accounts receivable, and billing. The team partners with business leaders to deliver accurate projections, analyze market trends and deal pipelines, ensure compliant revenue recognition, enhance cash flow through receivables management, and streamline billing for timely fee collections. The function leverages tools such as Workday Financial Management, Adaptive, and Anaplan to drive financial transparency and operational efficiency in support of Evercore’s strategic is the Position? Evercore seeks to hire a Director for its Advisory Finance Controllership team in New York.Primary Responsibilities: This role is responsible for managing and reporting revenue from investment banking activities, including advisory fees and other transaction-related revenue. It focuses on executing key controls under the firm’s SOX 404 program to ensure accurate revenue recognition, regulatory compliance, and effective collaboration with deal teams and business unit controllers. The role reports to the Senior Managing Director of Investment Banking Finance. Responsibilities include, but are not limited to the following:Ensure accurate and timely revenue recognition for investment banking transactions in accordance with Evercore’s accounting policies and generally accepted accounting principles (ASC 606)Review and confirm revenue recognition supporting documentation, including engagement letters and fee schedules used to record revenueDocument accounting conclusions where needed, including analysis of ASC 606 and other relevant accounting literatureCollaborate with business unit controllers, banking deal teams, and the firm’s SEC reporting group to verify deal terms and fee structuresSupport audit requests and inquiries from internal and external auditorsMaintain complete and accurate records in support of fee events, including a complete audit trailStay informed on regulatory changes and industry trends affecting revenue recognitionAnalyze and account for performance-based compensation agreementsPrepare ad-hoc presentations related to Advisory business performance for senior managementSpecific Qualifications:Strong understanding of ASC 606 and its application within investment banking, as well as GAAPMeticulous attention to detail in revenue calculation and financial reportingCapability to analyze complex revenue data and provide insights for decision-makingStrong interpersonal and communication skills with the ability to engage and work with professionals of all levels; must be team-orientedStrong process management skillsCommitment to ethical standards in revenue reporting and client confidentiality12+ years of industry experienceBachelor’s degree in accounting or finance required; CPA designation preferredPublic accounting experience covering the financial services industry is a plusAbility to manage competing priorities and meet deadlines in a fast-paced environmentExperience with Workday Financial Management is helpfulExpected Base Salary Range: $175,000 - $200,000In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts401(k) Retirement PlanLife and disability insurance, including additional voluntary financial protection insuranceWell-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health servicesFamily-building and family-support benefitsPaid parental, caregiver, marriage and bereavement leaveCommuter benefits, health club membership discounts, and other corporate discountsPaid holidays, vacation days, personal days, sick days, and volunteer opportunities /*generated inline style */ About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our 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, restructurings, 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. For more information, please visit and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws. /*generated inline style */
Location:
New York

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