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Financial Analyst

3 months ago

Columbia, United States Evergreen Advisors Full time

Evergreen Advisors is a premier investment banking and corporate advisory firm that empowers emerging growth and middle-market companies with expert guidance in Investment Banking and Corporate Advisory services throughout their financial lifecycles.


About Evergreen Advisors’ Location Strategies Team:

Evergreen’s Location Strategies (ELS) is a national site selection team that optimizes business operations through strategic relocations, expansions, consolidations, and mergers and acquisitions. From inception to final location decision, we deliver customized solutions that ensure your company selects the right site the first time while also optimizing supply chain, workforce stability, and return on investment. Our customized, data-driven solutions maximize opportunities, minimize costs and risks, and strengthen long-term performance to ensure you achieve your company’s strategic goals.


About the Financial Analyst Role:

ELS is seeking an analyst with a focus on accounting, incentive implementation, and taxes in our Location Strategies practice to be filled immediately. This role offers a dynamic work environment where you will work on multiple projects simultaneously, applying analytical skillsets and learning new tools while gaining first-hand consulting experience. Responsibilities include research assignments on a broad range of topics such as financial modeling, economic incentives, New Market Tax Credits, Enterprise and Opportunity Zones, TIFs, FILOTs, real estate, industry, finance, workforce, and demographics. You will also be preparing and visualizing this information into spreadsheets, presentations, and related formats.


The position focuses on identifying and vetting financial savings for clients at the federal, state, and local levels, preparing financial data, calculating tax and incentive benefits, and creating cost comparisons. Additional duties include examining and verifying project expenses for eligibility in accordance with regulations and program guidelines, monitoring and tracking the progress of projects participating in programs, troubleshooting, and providing assistance to help clients successfully complete projects. You will also provide technical information and assistance regarding tax credits or grants, conduct program policy research and development, and track changes.


Core Competencies:

  • Self-starter with the ability to function well in a small, close-knit team
  • General knowledge of incentive programs
  • Excellent record-keeping, organizational and research skills, with strong attention to detail
  • Ability to review and comment on company financial and tax information
  • Ability to:
  • Evaluate complex technical information and translate it into non-technical, user-friendly terminology
  • Prepare comprehensive reports and present information effectively in oral, graphic, and written forms
  • Conduct financial modeling and forecasting
  • Analyze and interpret financial data and apply statutes, regulations, and agency policies
  • Identify funding opportunities
  • Establish and maintain effective working relationships with coworkers, economic development professionals, and local, county, state, and federal agencies, as well as external partners and clients


Education/Experience:

  • Undergraduate degree or higher in business administration, accounting, or related business disciplines
  • Understanding of basic corporate taxation and accounting principles
  • Proficiency in Microsoft Office products, with advanced proficiency in Excel
  • Ability to work independently on research and analytical assignments and deliver quick, accurate results
  • High comfort level analyzing large datasets
  • Excellent communication and presentation skills
  • Strong writing skills
  • Programming skills are beneficial


An Added Bonus if You Have:

  • Advanced coursework or experience in accounting, taxation, incentives, or financial modeling
  • 1-3 years of work experience in related consulting or accounting positions (helpful but not required)
  • 1-3 years of work experience in economic development or related government services (helpful but not required)
  • Experience with ESRI’s GIS Suite, Census, ACS, BLS, JobsEQ, D&B, Adobe products, LoopNet, or CoStar


What Evergreen Provides:

  • Full-time position with outstanding benefits
  • Employer contributions to 401(k)
  • Ability to work remotely, from our corporate office, or in a hybrid model
  • Opportunity for advancement in an inclusive, growth-focused environment
  • Possibility to travel within the U.S.
  • Salary range: $45,000 to $85,000