Experienced Senior Associate - Financial Planning & Analysis

Evercore•New York, NY

27d

About The Position

Evercore's Finance Group is looking to hire a Senior Associate for their FP&A team. This individual 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.

Requirements

Bachelor's degree in Accounting, Finance, Banking or other relatable field of study
5-6 years combined experience at a financial service firms in a planning, budgeting, analysis capacity
Technical/Quantitative
Attention to detail and accuracy of financials/work
Excellent planning and analytical skills
Ability to recognize and articulate trends
Notably proficient in excel, model building
Aptitude for understanding data and learning new technology
Preparation of decks, visuals etc.
Qualitative
Superior communication and interpersonal skills, both written and oral
Self-motivator, independent worker, effective presenter
Desire and ability to work in a smaller team-oriented environment
Investigative analysis and resolution propensity
Ability to multi-task and prioritize workload
Excellent time-management and organizational principals
Information and task monitoring through complex processes
Understanding proper escalation protocol i.e., when to escalate
This position requires valid United States work authorization and is not eligible for visa sponsorship

Nice To Haves

Experience using Anaplan, Workday, Power BI, Adaptive/Office Connect preferable, Workiva a plus

Responsibilities

Continuously working 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 teams with updates on a quarterly basis
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 Co-CEO's during Earnings
Review the consolidated financial results of the firm and business units
Numerous adhoc FP&A presentations
Ensure all financial reporting deadlines are met
Resolve accounting discrepancies and irregularities

Benefits

In 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 accounts
401(k) Retirement Plan
Life and disability insurance, including additional voluntary financial protection insurance
Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
Family-building and family-support benefits
Paid parental, caregiver, marriage and bereavement leave
Commuter benefits, health club membership discounts, and other corporate discounts
Paid holidays, vacation days, personal days, sick days, and volunteer opportunities