Job summary
Job post source
This job is directly from Morgan Street Holdings
Job overview
The Financial Analyst role at Morgan Street Holdings supports corporate finance functions including budgeting, forecasting, accounting, and compliance to impact financial reporting and operational efficiency.
Responsibilities and impact
The role involves preparing budgets and forecasts, supporting month-end and year-end close activities, processing payments, preparing financial reports, ensuring compliance with tax regulations, participating in system testing, and collaborating with global finance teams on various projects.
Compensation and benefits
The starting salary ranges from $75,000 to $85,000 with benefits including medical, dental, vision, paid parental and medical leave, 401(k) with match and profit sharing, paid time off, hybrid work model, tuition reimbursement, student loan assistance, and inclusive employee resource groups.
Experience and skills
Candidates should have a bachelor's degree in Accounting or Finance, 3-5 years of relevant experience, proficiency in Excel and familiarity with ERP systems, understanding of GAAP, strong organizational skills, and a proactive approach; CPA or CMA progress and data visualization experience are preferred.
Career development
The company emphasizes a growth mindset with opportunities for personal and career growth supported by learning and development programs.
Work environment and culture
Morgan Street Holdings values integrity, respect, collaboration, and customer focus, fostering a diverse and inclusive environment with a hybrid work model.
Company information
Morgan Street Holdings is a privately owned enterprise with a diverse portfolio including HAVI Supply Chain and others, employing over 10,000 people and serving 300+ global customers.
Team overview
The position is within the Corporate Finance team, reporting to the Director of Financial Reporting, with exposure to global finance and business units.
Job location and travel
The job offers a hybrid work model, implying a combination of remote and on-site work, location specifics are not detailed.
Application process
Applicants should apply directly to Morgan Street Holdings as the company does not accept unsolicited resumes from recruiting agencies without prior agreement.
Unique job features
The role includes involvement in multiple accounting system conversion projects over the next 24 months and opportunities to work across various finance functions globally.
Company overview
Morgan Street Holdings is a private investment firm that focuses on acquiring and growing businesses across various industries, often targeting middle-market companies with strong potential for operational improvement. The firm generates revenue primarily through strategic investments, acquisitions, and the subsequent management and scaling of its portfolio companies, aiming to increase their value over time. Founded by experienced investors and operators, Morgan Street Holdings is known for its hands-on approach and long-term perspective, often partnering closely with management teams to drive growth and efficiency. Candidates should be aware that the firm values entrepreneurial thinking, adaptability, and a collaborative mindset, reflecting its commitment to building sustainable businesses. Understanding the firm's investment philosophy and its emphasis on value creation will be important for anyone seeking to join their team.
How to land this job
Tailor your resume to highlight your experience in financial planning and analysis, emphasizing your ability to prepare budgets, forecasts, and conduct variance analysis as these are core responsibilities at Morgan Street Holdings.
Showcase your accounting skills including month-end close activities, journal entries, accruals, balance sheet reconciliations, and intercompany reconciliations to align with the job's accounting and reconciliation duties.
Include proficiency in Microsoft Excel (pivot tables, VLOOKUP), ERP systems like Oracle or JD Edwards, and any exposure to financial reporting tools or data visualization platforms such as Power BI or Tableau to match the technical skills desired.
Apply through multiple channels including the Morgan Street Holdings corporate careers page and LinkedIn to maximize your chances and ensure your application is seen by different parts of the hiring team.
Connect with current employees in the Corporate Finance division on LinkedIn; use ice breakers such as commenting on recent company financial initiatives, mentioning your enthusiasm for the company’s values like 'Do What’s Right' or inquiring about their experience with the accounting system conversions planned.
Optimize your resume for ATS by incorporating keywords from the job description such as 'budgeting and forecasting,' 'month-end close,' 'intercompany reconciliations,' 'ERP systems,' and 'financial reporting' to improve your resume's visibility in automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailoring your resume, identify all relevant application portals, and find LinkedIn contacts for networking, allowing you to focus your energy on interview preparation and skill development.
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