Associate Financial Analyst

OVERVIEW: 

Morgan Street Holdings represents a private investment group with a growth-oriented mindset focused on investing in and supporting great companies and management teams. Built on the philosophy of always “delivering the promise,” we have a 50-year history of deep customer relationships and business expansion. We are actively looking to acquire organizations that share our values and approach to business that can be part of our group long-term.

In addition to supporting our existing businesses, Morgan Street pursues a two-pronged investment strategy:

Direct Acquistions – We seek to acquire businesses that align with our values and long-term approach. Our current operating companies include Havi Supply Chain, TMS, Stanley, and Continental Services. These businesses offer best-in-class sourcing and supply chain capabilities, brand-defining marketing and promotion services, and innovative, award-winning consumer products. Together, they employ over 10,000 people across more than 50 countries, driving operational excellence and market leadership.

Private Equity Investments - We invest in private equity funds and co-invest alongside our partners in targeted sectors, prioritizing long-term relationships. Our established partnerships and fund commitments include Pritzker Private Capital, Wind Point Partners, and Freeman Spogli, reflecting our commitment to investing with high-quality firms that share our strategic vision.

ROLE OVERVIEW: 

The Associate Financial Analyst will be responsible for managing McDonald’s packaging category, providing internal and external customer support, and will help identify and lead process and system improvements across the Finance organization. The position will be responsible for providing management and the customer with analysis and information needed to make major operational, financial, and strategic decisions. The position will be primarily managing packaging category items with focus on process improvement.  The role reports to an FP&A Manager.

RESPONSIBILITIES:

This role will be responsible for executing the following:

• Support McDonald’s packaging category including setup, cost and pricing
• Support commodity reporting, researching discrepancies, and identifying key issues
• Prepare monthly reporting for both internal and external users
• Perform quantitative analysis of operational and financial data
• Perform ad hoc analysis for stakeholders
• Advise stakeholders on financial implications of operational decisions
• Build and maintain relationship with stakeholders
• Coding of general invoice expenses and multi-vouchers
• Performs other related duties as assigned

CORE SKILLS AND EXPERIENCE:

• Bachelor’s Degree in Accounting, Finance or related area, required
• 1 – 2 years of experience
• Familiarity with Accounting concepts
• Able to analyze data, determine logical conclusions and recommendations utilizing data
• Strong intermediate/advanced excel skills
• Ability to multitask and handle multiple priorities in a timely manner
• JD Edwards and Oracle Business Intelligence Applications Experience (ERP Systems), preferred
• Advanced Excel skill including pivot tables, What-if analysis, and Macros, preferred

TOTAL REWARDS:

Our total rewards philosophy integrates programs for compensation, benefits, recognition, learning and development, corporate culture, corporate citizenship and work-life balance. While individual program components may differ by country, some things remain constant:Our commitment to rewarding results, opportunities to work with talented and driven individuals at every level of our company who respect each other, treat each other fairly and hold one another accountable for our customers’—and our company’s—success

There's more ...Generous medical, dental, vision and other great benefitsPaid parental and medical leave programs401(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

EQUAL OPPORTUNITY EMPLOYER:

We are an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

RECRUITING AGENCIES:

tms does not accept agency resumes submitted by third-party vendors unless a valid agreement has been signed and the tms Talent Acquisition Team has granted authorization for submissions for a specified position. Please do not submit or forward resumes to our site, tms employees, or any other company location. tms is not responsible for any fees related to unsolicited resumes.

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