Sr. Financial Analyst

Posted 2 Days Ago
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Beverly Hills, CA
Senior level
Financial Services
The Role
The Senior Financial Analyst is responsible for enhancing relationships with Portfolio Company Finance Teams and executing finance functions, including performance management, strategy, operations, and merger support. This role involves supporting transformation initiatives, developing strategies for cost cutting, and providing oversight during mergers.
Summary Generated by Built In

MCO is the shared operational infrastructure of Regent’s portfolio companies and an integral part of the firm’s overall approach to value creation. Our core mission is to transform businesses for our stakeholders by developing and delivering transformed and sustainable performance within our portfolio. We work with improvement-oriented executives to assist them in making strategic decisions, translate those decisions into actions and deliver the lasting success they need. With the help of these leaders, operating teams and individuals, MCO has the aptitude to support complex, global businesses across various industry verticals.

Summary

As a Senior in the CFO’s Finance Center of Excellence, you will be responsible for enhancing relationships with our Portfolio Company’s Finance Teams (“PortCo Finance Team”) and execute on our four key pillars including: enterprise performance management, finance strategy, finance operations, and pre/post-merger finance support. The successful candidate will be comfortable with ambiguity, challenges the status-quo and develops fresh approaches to generate value. This role is very dynamic where every day is not the same and there is the opportunity for the right individual to shape their own professional journey.

Responsibilities:            

  • Enterprise performance management: Support PortCo Finance Team Transformation initiatives related to financial close and consolidation, planning, budgeting and forecasting, data analytics and business intelligence;
  • Finance strategy: Contribute to PortCo Finance Team strategy to cut costs and improve operational effectiveness and capabilities, including shared service center, centers of excellence, and agile finance teams;
  • Finance operations: Partner with MCO’s Technology Team to transform business processes, interim PortCo Finance Team support, audit-readiness and preparedness, technical accounting research, and develop subject matter expertise on PortCo Finance Team operations;
  • Pre/post-merger finance support: Support pre-close finance assessment, post-close integration planning process, and implementation of Day One and first 100-Day plan.

Education & Qualifications:

  • Bachelor's in Accounting, or related is required
  • Active CPA license
  • 5+ years of professional experience, mix of public practice accounting, consulting, and/ or industry experience
  • Solid understanding of U.S. GAAP and technical accounting research
  • Proficient in Excel (e.g., sumifs, index match, lookup, etc.)
  • Broad systems knowledge (accounting, ERP, business intelligence, data warehouse)
  • Ability to build partnerships across departments and partners
  • Comfortable working in dynamic and fast-paced environment with ability to be flexible
  • Strong analytical and problem-solving skills
  • Excellent organizational skills and ability to prepare work accurately and timely
  • Excellent verbal and written communication skills
  • Career-oriented with Interest in advancement
  • Self-starter, ability to identify issues and resolve problems

For individuals assigned and/or hired to work in California, MCO includes a reasonable estimate of the salary or hourly rate range for this role. This accounts for the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications.

A reasonable estimate of the current base salary range is $90,000 per year to $120,000 per year.

Top Skills

Excel
The Company
HQ: Beverly Hills, CA
12 Employees
On-site Workplace

What We Do

MCO is the operational infrastructure of Regent portfolio companies and an integral part of the overall firm’s approach to value creation. We work with change-oriented executives to assist them in making smarter decisions, translate those decisions into actions and deliver the lasting success they need. MCO has the capacity, capability, and scale to support complex, global businesses.

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