Senior Analyst, Financial Planning & Analysis

Mesirow; Chicago (IL); On-site; USD 100,000 - 115,000; Full time

Job summary

Mesirow Financial is seeking a full-time Sr. Analyst in the Corporate Services Division in Chicago. You will provide decision-support analytics to senior management and grow within the organization.

Responsibilities include maintaining budgeting models, producing driver-based reports, and collaborating across teams to refine projections, identify risks and opportunities, and develop ad-hoc metrics. Knowledge of GAAP and Netsuite/Axiom EPM is required.

Qualifications

• Bachelor’s degree in Finance/Accounting required.
• CPA preferred; financial services background a plus.
• Strong understanding of GAAP and consolidation accounting.
• Extensive Excel knowledge and ability to build robust analyses.

Responsibilities

• Enhance and maintain budgeting and financial projection models.
• Build reports showing driver-based analytics for financials.
• Collaborate across the organization to ensure accurate projections and identify risks/opportunities.
• Develop ad-hoc financial metrics and efficiency analyses.
• Participate in development of M&A models on new products/transactions.
• Drive profitability analysis and process improvements.
• Prepare commentary on budget/forecast variances for leadership.
• Support quarterly Board presentation packages.
• Perform general accounting and month-end close reporting.

Skills

Excel proficiency

Analytical skills

Financial modeling

Communication skills

Education

Bachelor's degree in Finance/Accounting

Tools

NetSuite

Axiom EPM

Job description

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.

Mesirow Financial is currently looking for a full time Sr. Analyst within our Corporate Services Division. The Sr. Analyst is responsible for providing decision support analytics to Senior Management of the firm. The position requires a motivated self-starter with the ability to produce a high-quality and accurate work product and grow within the organization.

Responsibilities

• Enhance and maintain models used in budgeting analysis and financial projections.
• Build reports that demonstrate driver-based analytics to support the financials.
• Collaborate within the organization to ensure accurate projections, analysis and identification of risks and opportunities.
• Develop ad-hoc financial metrics and operational efficiency analyses.
• Participate in development of M&A models on new products and/or transactions.
• Drive profitability analysis, process improvements, and quality initiatives.
• Identify trends and prepare commentary analysis of major budget or forecast variances.
• Participate in preparing quarterly financial presentation package for Board of Directors.
• General accounting including P&L review and month end close reporting.
• Complete additional duties as assigned.

Requirements

• Bachelor’s degree in Finance/Accounting.
• 2-3 years prior experience in Finance or Accounting.
• CPA preferred, Financial Services background a plus.
• Must have strong understanding of general accounting principles and nature of financial accounts including GAAP reporting and consolidation accounting.
• Familiarity or exposure to allocation methodologies and cost accounting a plus.
• Strong organizational skills, ability to handle multiple projects simultaneously, work with a team, and proven ability to bring projects to timely completion.
• Strong interpersonal skills and the ability to interact with all levels of the company, from entry level employees to executive management.
• Solid problem solving skills and strong analytical ability.
• Highly motivated, proactive approach to improvement.
• Extensive knowledge of Excel.
• Experience with NetSuite, Axiom EPM or other financial planning software preferred.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $115,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program .

EOE

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.