Morgan Street Holdings · 14 hours ago
Vice President, Financial Planning and Analysis
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$275K/yr - $300K/yr
10+ years expMorgan Street Holdings (MSH) is a privately owned enterprise with a diverse portfolio of operating companies. The Vice President of Financial Planning and Analysis will develop and execute a financial planning and reporting framework to support capital allocation decisions and enhance strategic planning processes.
FinanceFinancial Services
Responsibilities
Develop, own and facilitate MSH capital allocation process
Evaluate and measure performance of MSH’s portfolio of organic and inorganic investments
Establish portfolio company KPI dashboards
Enhance strategic planning process
Enhance and simplify board and senior leadership reporting packages
Develop and maintain complex, dynamic financial models for multi-year projections, liquidity forecasts, and scenario analysis to support strategic decision-making and provide insights into key business drivers, trends, and risks
BU benchmarking analyses
Ad hoc and project-based analysis
Partner closely with Global Controller group and BU financial leadership
Build and manage a high-performing FP&A team
Qualification
Required
10 – 20 years' experience
Experience within private equity-backed and/or complex multi-business environments
Expert at structuring, managing, distilling and communicating complex analyses in a simple, logical manner
Adept at working across functions and with multiple stakeholders
Keen understanding of return on investment concepts (ROIC, IRR, etc.)
Expert financial modelling and analytical skills
Strong business acumen and strategic thinking ability
Excellent communication and presentation skills, with the ability to influence at all levels of the organization and present to the Board/Investors
Preferred
MBA and/or CFA preferred
Experience in investment banking, transaction advisory, strategy consulting and/or private equity
FP&A technology platform and tool proficiency: Tableau, Power BI, etc
Implementation experience is another plus
Benefits
Generous medical, dental, vision and other great benefits
Paid parental and medical leave programs
401(k) with a company match component and profit sharing
15 days of paid time off plus company holidays
Hybrid work model
Tuition reimbursement and student loan repayment assistance
Inclusive employee resource groups
Company
Morgan Street Holdings
Morgan Street Holdings is growth-oriented focuses on investing in and supporting great companies and management teams.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Howard Katz
Partner
Molly E.
Executive Business Partner
Company data provided by crunchbase