Rotational Development Associate - OCFO
As an associate in the Early Talent Rotational Development Program (RDP) in the Office of the Chief Financial Officer (OCFO), you will be tasked with utilizing advanced academic knowledge, skills, and experience to apply tactics and strategies to solve real finance, accounting and treasury challenges for a mission driven financial services organization. Participants in this two year rotational program will have the opportunity to experience up to four professional rotational experiences within the OCFO. Each assignment will be in different areas of the Finance, Accounting, and Treasury group, offering exposure to a breadth of experiences related to the Bank's finances and operations. In addition, this role provides unique networking opportunities, access to senior leadership, and ongoing personal and professional developmental opportunities.
Key Responsibilities and Duties
- Analyzes and interprets financial data to support various business objectives. Examples may include the analysis of financial data in comparison to the budget/forecast; review and analysis of general ledger details to ensure accuracy and to identify variance drivers; FX hedge analysis, ad hoc analysis to determine the basis for month over month changes in key interest rates, etc.
- Independently prepares and generates financial reports. Examples may include monthly one-time cost expense reports, Quarterly Repricing and Maturing Balance reports, GAP, EVE, Static EaR reporting, and other ad hoc department reports. May also assist with the generation of monthly and quarterly board financial reports for distribution to executive leadership and investors.
- Participates in general ledger journal entry posting activities during the closing process to ensure the accuracy of financial statements. Also generates monthly journal entries on investment and derivatives.
- Builds new finance planning models for forecasting and expense management. Also responsible for other modeling activities such as building, enhancing and testing the modeling features within the Empyrean system, headcount/staffing expense modeling, etc.
- Independently executes project activities that require an understanding of the business objectives and substantive analysis. Duties may include the creation of meeting or project timelines, tracking task completion, and communicating results to stakeholders.
- Utilizes advanced academic knowledge, professional standards and care, skills and experience to apply tactics and strategies to solve real finance challenges.
- Conducts peer Bank research and presents findings and analytical insights to management (including review of earnings calls, financial statements, and market commentary, etc.).
- Prepares presentation decks on financial topics and presents the information with commentary to business leaders as needed.
- Attends required weekly FMP team meetings and performs other special projects and requests as needed.
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
Posting end date - 4/13/26
What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
