What are the responsibilities and job description for the Senior Associate, Financial Planning & Analysis position at Evercore?
Evercore's Finance Group is looking to hire a Senior Associate for our 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.
Responsibilities include, but are not limited to:
- 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
Minimum Qualifications (required):
- 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
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