Vice President, Financial Planning and Analysis

Morgan Street Holdings
Chicago, IL
TEAM: Corp Finance

REPORTING TO: Chief Financial Officer

About Us

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.

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.

What You Will Bring To The Organization

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.

Roles And 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
Skills And Experience We Would Like You To Have

  • 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
  • MBA and/or CFA preferred

Any of the following would be a plus

  • 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

Starting salary between $275,000-$300,000; role eligible for annual bonus and long-term incentives.

TOTAL REWARDS

Benefits

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 Talent Acquisition Team has granted authorization for submissions for a specified position. Please do not submit or forward resumes to our site, MSH employees, or any other company location. MSH is not responsible for any fees related to unsolicited resumes.

If interested in learning more, please apply and or feel free to contact Aaron Modica, Talent Acquisition Manager, [email protected]
Posted 2026-01-15

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