Exp. Sr. Associate, Finance Syst.
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 an experienced finance systems professional with both functional and technical experience with Anaplan. In this role, the candidate will be responsible for designing, building, and maintaining complex financial reporting and planning models within the Anaplan platform. The candidate will collaborate closely with stakeholders across the Finance and IT organizations to drive data-driven decision-making and support strategic financial planning processes. This is a key role in delivering business insights and optimizing financial reporting in a fast-paced, dynamic environment.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Anaplan Model Building & Maintenance:
Design, build, and maintain scalable, high-performance Anaplan models to support financial planning, budgeting, forecasting, stock compensation, earnings per share and other business processes
Cross-Functional Collaboration:
Partner with key stakeholders (Finance/Accounting, FP&A) to gather requirements and translate them into efficient model designs
Collaborate closely with IT for data integration needs
Data Management:
Ensure that models are accurate, efficient, and adhere to best practices in data governance
Manage data sources and troubleshoot data discrepancies between Anaplan and Evercore’s ERP Workday
Continuous Improvement:
Proactively identify opportunities to improve reporting and planning processes through enhanced model functionalities and automation within Anaplan
User Training & Support:
Train end-users and provide ongoing support while upskilling other Finance IT team members to enable proper usage of systems and models to ensure that stakeholders are getting maximum value from the Anaplan platform
Reporting & Analytics:
Develop dashboards and reports that allow senior leadership to easily access critical financial and operational insights
Documentation:
Maintain comprehensive documentation of model designs, processes, and data flows to ensure business continuity and support future model enhancements
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Finance, Accounting, Business Administration, Information Technology, or a related field
Certified Anaplan Level 2 Model Builder preferred
3-5 years of significant work experience driving Anaplan development and functionality in a complex business environment
Previous business consulting/implementation experience with Anaplan is highly desirable
Experience in investment banking, private equity, or financial services is a plus
Proven success in building and maintaining Anaplan models for complex financial processes (i.e. P&L, balance sheet, cash flow forecasting, stock compensation/EPS)
Strong proficiency in Anaplan Model Building and coding languages (Python, C#)
Strong understanding of finance and accounting principles, including corporate finance, forecasting, budgeting, and financial analysis
Experience with ERP systems and data integration into Anaplan
Working knowledge of Workday is considered a plus
Advanced Excel skills and familiarity with other financial planning and reporting tools
Working knowledge of Workday’s Adaptive Planning is considered a plus
Excellent problem-solving and analytical skills combined with the ability to work in a fast-paced environment
Strong communication skills with an ability to translate technical concepts into business terms
Ability to work independently as well as in a team environment with demonstrable interpersonal skills to ensure proper knowledge transfer to other Finance IT team members
Highly collaborative, with the ability to lead cross-functional projects and deliver results
