Exp. Sr. Associate, FP&A
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping 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, restructuring, 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.
About the Job
Evercore is seeking a Senior Associate level FP&A employee to join the Finance Group. This individual will report to the FP&A Director and 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
The primary responsibilities will include, but are not limited to, the following:
Continuously work 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 team and update quarterly
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 ad hoc FP&A presentations
Ensure all financial reporting deadlines are met
Resolve accounting discrepancies and irregularities
Qualifications
Bachelor's degree in Accounting, Finance, or other relatable field of study
4 – 6 years combined experience in public accounting and/or financial service firms in a planning, budgeting, analysis capacity
Experience using Workday, Adaptive/Office Connect Anaplan preferred, Workiva is a plus
CPA or Masters in Accounting is a plus
Quantitative
Excellent planning and analytical skills
Ability to recognize and articulate trends
Detail-oriented and highly motivated
Notably proficient in Excel, model building
Aptitude for understanding data and learning new technology
Qualitative
Superior communication and interpersonal skills, both written and oral
Self-motivator, independent worker, and effective presenter
Ability to recognize and articulate trends
Desire and ability to work in a smaller team-oriented environment
Investigative analysis and resolution propensity
Intangibles
Attention to detail and accuracy
Ability to multi-task and prioritize workload
Display ease with time-management and organizational principals
Information and task monitoring through complex processes
