Vice President, Financial Planning and Analysis

Morgan Street HoldingsChicago, IL
3d$275,000 - $300,000Hybrid

About The Position

Morgan Street Holdings (MSH) is a privately owned enterprise with a diverse portfolio of operating companies, including HAVI Supply Chain, tms, Stanley and Continental. Our operating companies offer best-in-class sourcing and supply chain capabilities, brand-defining marketing and promotion services, innovative consumer products, and dining and refreshment food solutions. Morgan Street Holdings employs over 10,000 people and serves 300+ customers across the globe. The core responsibility of the VP, FP&A role is to develop and execute a financial planning and reporting framework that enables MSH’s Partners and CFO to make sound capital allocation decisions. This is a high visibility role that will work directly with the General Partner, Board Members, Operating Partners and Business Unit (BU) Leadership.

Requirements

  • 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

Nice To Haves

  • 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

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
  • Long range planning
  • Capital planning
  • Annual operating plan
  • Forecasting
  • Budgeting
  • 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

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
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