Experienced Senior Associate - Financial Planning & Analysis

Experienced Senior Associate - Financial Planning & Analysis Region Americas Location New York Group Corporate Job description Group Description: Evercore's Finance Group is looking to hire a Senior Associate for their FP&A team. What is the Position? 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. Primary 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 CEO 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 Key Competencies: 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 Specific Qualifications: 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 Experience using Anaplan, Workday, Power BI, Adaptive/Office Connect preferable, Workiva a plus This position requires valid United States work authorization and is not eligible for visa sponsorship Expected Base Salary Range: $120,000-140,000 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 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 www.evercore.com. Inclusion 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.

Salary : $120,000 - $140,000