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