Financial Planning and Analysis (âFP&Aâ) Associate
Financial Planning and Analysis (âFP&Aâ) Associate
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$ 100000 - 150000
1 Vacancy
Job Description
Company: Sheer Logistics (A Monroe Capital Portfolio Company)
Reports to: Chief Financial Officer with dotted-line reporting to key Monroe Capital stakeholders
Direct Reports: n/a
Location: Downtown Chicago
The FP&A Associate will work closely with the CFO and Monroe Capital to drive financial planning forecasting and analysis across the business. The ideal candidate will bring exceptional technical and analytical skills urgency and a strong work ethic. This is a highly visible position both within the Company and with key stakeholders at Monroe Capital. We offer a competitive salary benefit package and 401(k) match at a growing vibrant company.
RESPONSIBILITIES:
- Leading company-wide financial planning processes (budgeting forecasting and long-range planning) ensuring relevance accuracy and actionable insight.
- Maintaining and refining a timely and accurate 13-week cash flow forecasting tool to ensure detailed visibility into near-term liquidity forecasts to aid growth investment decisions and highlight any potential risks before they become critical.
- Participate in the development of and support the companys strategic and financial plans.
- Developing and reporting progress against the companys key financial and operational metrics to ensure objectives are met.
- Fostering a continuous improvement mentality toward the Companys finance function - identifying and driving initiatives to move the team and the broader business forward.
- Providing analytical support for ad hoc decision-making (new business models product investment or M&A cases operational efficiency initiatives sales and marketing performance and compensation and the like).
- Partnering with the CEO and CFO to create all investor and board materials (and participate in board meetings).
SKILLS AND ABILITIES:
- Bachelors degree in finance accounting or related field is required.
- 2 years of relevant experience required preferably in investment banking consulting public accounting or corporate FP&A.
- Experience managing 13-week cashflow or similar liquidity forecasting tools.
- Microsoft excel super-user and experience working with ERP systems data visualization tools (Tableau etc.) and accounting systems required.
- Strong interpersonal and communication skills.
- Advanced analytical and organizational skills.
- Self-motivated and self-directed.
- Willingness to challenge the status quo and ask what if to improve processes and automate functions.
COMPENSATION:
The anticipated base salary range for this position is listed below. Total compensation will also include a discretionary performance-based annual bonus. Note the salary range takes into account a broad spectrum of qualifications including but not limited to years of relevant work experience education and other relevant qualifications specific to the role.
- $100000.00 - $150000.00
Required Experience:
IC
Employment Type
Full Time
