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 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

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