Senior Analyst, Financial Planning & Analysis

Posted 3 Days Ago
Chicago, IL, USA
In-Office
100K-115K Annually
Senior level
Fintech • Software • Financial Services
The Role
Provides financial planning and analysis support to senior management through budgeting models, projections, driver-based reporting, profitability analysis, variance commentary, M&A modeling, and operational efficiency reviews. The role also supports board financial presentations, P&L review, month-end close reporting, process improvements, and accounting analysis.
Summary Generated by Built In

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

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.

Skills Required

  • Bachelor’s degree in Finance or Accounting
  • 2–3 years of prior experience in Finance or Accounting
  • Strong understanding of general accounting principles, financial accounts, GAAP reporting, and consolidation accounting
  • Strong organizational skills and ability to manage multiple projects and complete them on time
  • Strong interpersonal and communication skills with employees and executive management
  • Solid problem-solving and analytical abilities
  • Highly motivated and proactive approach to improvement
  • Extensive knowledge of Excel
  • CPA certification
  • Financial services background
  • Familiarity with allocation methodologies and cost accounting
  • Experience with NetSuite, Axiom EPM, or other financial planning software

Mesirow Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mesirow and has not been reviewed or approved by Mesirow.

  • Healthcare Strength Health coverage includes medical, dental, vision, integrated mental-health services, One Medical membership, and HSA/FSA options with company-paid long-term disability. These offerings, alongside an EAP, indicate a robust healthcare foundation.
  • Parental & Family Support Family supports include 16 weeks paid leave for birth mothers, adoption and surrogacy assistance, and up to 20 days per year of back-up child and elder care via Bright Horizons. These benefits reflect meaningful support for caregivers.
  • Wellbeing & Lifestyle Benefits Wellbeing resources include a Lifestyle Spending Account, complimentary Headspace, milestone recognition programs, and a One Medical membership. Together with inclusion initiatives, these enhance overall work-life experience.

Mesirow Insights

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The Company
HQ: Chicago, Illinois
852 Employees
Year Founded: 1937

What We Do

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit www.mesirow.com and follow us on LinkedIn. Mesirow was also recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to Work by Crain’s Chicago Business.

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