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Senior Analyst, Financial Planning & Analysis

Mesirow
Chicago, IL Posted Sep 2, 2026
On-siteUSD 100,000 - 115,000 / year

About this role

Senior Analyst, Financial Planning & Analysis

Opportunity: 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

Qualifications

Skills

  • Behaviors

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Education

Experience

  • Licenses & Certifications

  • 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.

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