Financial Analyst

TEAM: Corporate Finance

CLIENT: Global

REPORTING TO: Director of Financial Reporting

ABOUT US

Morgan Street Holdings 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 and 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.

WHY WORK HERE?

At Morgan Street Holdings, we are proud to make moments that matter every day for our people and our customers. We do this through living our Morgan Street Holdings’ values:

• Do What’s Right
• Respect and Value All
• Think Big Together
• Elevate our Customers and People

Our commitment goes beyond the written word; we bring these values to life every day, lighting our path and shaping our decisions and actions with unwavering purpose. Join us in experiencing the true essence of Morgan Street Holdings where our values are not just written, but lived.

We support our people with competitive pay, benefits, and flexibility, and strongly emphasize a growth mindset for achieving personal and career growth while at Morgan Street Holdings.

WHY WE THINK YOU WILL LOVE THIS ROLE 

This role will work primarily with the Corporate Finance team with exposure to a wide range of functions including budgeting and forecast activities, collections and payments, account fluctuation analysis, and local tax requirement compliance. In addition, this role will be responsible for the monthly and annual accounting requirements for multiple holding entities and will have opportunities to contribute to multiple accounting system conversion projects planned over the next 24 months.

RESPONSIBILITIES

Financial Planning & Analysis

• Prepare budgets and forecasts for Corporate entities by gathering data, validating inputs, and supporting variance analysis.
• Support the consolidation and analysis of forecast and budget data across business units.

Accounting & Reconciliations

• Contribute to month-end and year-end close activities, including journal entries, accruals and balance sheet reconciliations.
• Help manage intercompany reconciliations and confirm balances with business units.

Payments & Transactions

• Process vendor payments for assigned entities, including vendor vetting and documentation.
• Serve as a back-up for payment processing and collections for select entities.

Reporting & Compliance

• Prepare and distribute monthly financial reports for multiple entities.
• Assist with audit requests and year-end schedules, including trial balance reviews and gift card tracking.
• Calculate and submit monthly Chicago Lease tax payments in compliance with local regulations.
• Help coordinate the Year End operating lease process and review of BU operating lease templates

Systems & Tools

• Participate in testing and validating data for new General Ledger (GL) tools and financial systems.
• Ensure monthly currency conversion rates are accurately reflected in financial systems.

Cross-functional Collaboration & Projects

• Collaborate with global finance and business teams to support intercompany variance analysis and remediation.
• Assist in compiling quarterly charitable contribution data and reviewing operating lease templates.
• Participate in ad hoc projects and other tasks as assigned.

SKILLS AND EXPERIENCE WE WOULD LIKE YOU TO HAVE

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Progress toward CPA, CMA, or other relevant certification is a plus.
• 3-5 years of relevant experience in accounting, financial analysis, or corporate finance.
• Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, formulas); experience with PowerPoint and Word.
• Familiarity with ERP systems (e.g., Oracle HFM, Oracle EPM, JD Edwards, MS Solomon) and financial reporting tools is preferred.
• Experience with data visualization tools (e.g., Power BI, Tableau) is a plus.
• Understanding of GAAP and basic financial principles.
• Strong attention to detail and accuracy.
• Strong organizational and time management skills; ability to manage multiple priorities and meet deadlines.
• Self-starter with a proactive approach to problem-solving.
• Willingness to learn and adapt in a changing environment.
• High level of integrity and discretion when handling confidential information.

Starting salary between $75,000 - $85,000

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 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

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

MSH 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. MSH is not responsible for any fees related to unsolicited resumes.

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