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
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Bachelor’s degree in Finance/Accounting.
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2-3 years prior experience in Finance or Accounting.
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CPA preferred, Financial Services background a plus.
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Must have strong understanding of general accounting principles and nature of financial accounts including GAAP reporting and consolidation accounting.
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Familiarity or exposure to allocation methodologies and cost accounting a plus.
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Strong organizational skills, ability to handle multiple projects simultaneously, work with a team, and proven ability to bring projects to timely completion.
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Strong interpersonal skills and the ability to interact with all levels of the company, from entry level employees to executive management.
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Solid problem solving skills and strong analytical ability.
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Highly motivated, proactive approach to improvement.
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Extensive knowledge of Excel.
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Experience with NetSuite, Axiom EPM or other financial planning software preferred.
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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.
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EOE
Qualifications
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Behaviors
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Motivations
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Experience
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Licenses & Certifications
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Equal Opportunity Employer
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This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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For further information, please review the Know Your Rights notice from the Department of Labor.