Senior Analyst, Financial Planning & Analysis

Mesirow

$100K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance/Accounting required.
  • 2-3 years of experience in Finance or Accounting essential.
  • CPA certification preferred; Financial Services background is a plus.
  • Strong understanding of GAAP reporting and consolidation accounting required.
  • Familiarity with allocation methodologies and cost accounting is beneficial.
  • Proven ability to manage multiple projects and timelines efficiently.
  • Excellent interpersonal skills for engaging with all company levels.

Responsibilities

  • Enhance and maintain budgeting and financial projection models.
  • Build driver-based analytic reports for financial support.
  • Collaborate across departments for accurate financial analysis.
  • Develop ad-hoc metrics and operational efficiency analyses.
  • Participate in M&A model development for new products.
  • Drive profitability analysis and quality improvements.
  • Identify budget trends and variances with insightful commentary.

Benefits

  • Opportunity for bonuses beyond base compensation.
  • Access to Mesirow's comprehensive benefits package.
  • Potential for career growth in a supportive environment.
Full Job Description
Opportunity:

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.

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