Company: Sheer Logistics (A Monroe Capital Portfolio Company)

Reports to: Chief Financial Officer with dotted-line reporting to key Monroe Capital stakeholders

Direct Reports: n/a

Location: Downtown Chicago

Position Overview:

The FP&A Associate will work closely with the CFO and Monroe Capital to drive financial planning, forecasting and analysis across the business. The ideal candidate will bring exceptional technical and analytical skills, urgency, and a strong work ethic. This is a highly visible position both within the Company and with key stakeholders at Monroe Capital. We offer a competitive salary, benefit package, and 401(k) match at a growing, vibrant company.

Duties and Responsibilities

• Leading company-wide financial planning processes (budgeting, forecasting, and long-range planning), ensuring relevance, accuracy, and actionable insight. 
• Maintaining and refining a timely and accurate 13-week cash flow forecasting tool to ensure detailed visibility into near-term liquidity forecasts to aid growth investment decisions and highlight any potential risks before they become critical.
• Participate in the development of and support the company’s strategic and financial plans.
• Developing and reporting progress against the company’s key financial and operational metrics to ensure objectives are met. 
• Fostering a continuous improvement mentality toward the Company’s finance function - identifying and driving initiatives to move the team and the broader business forward. 
• Providing analytical support for ad hoc decision-making (new business models, product investment or M&A cases, operational efficiency initiatives, sales and marketing performance and compensation, and the like).
• Partnering with the CEO and CFO to create all investor and board materials (and participate in board meetings). 

• Bachelor’s degree in finance, accounting, or related field is required.
• 2+ years of relevant experience required, preferably in investment banking, consulting, public accounting, or corporate FP&A.
• Experience managing 13-week cashflow or similar liquidity forecasting tools.
• Microsoft excel “super-user” and experience working with ERP systems, data visualization tools (Tableau, etc.)  and accounting systems required.
• Strong interpersonal and communication skills.
• Advanced analytical and organizational skills.
• Self-motivated and self-directed.
• Willingness to challenge the status quo and ask “what if” to improve processes and automate functions.

Physical Requirements

• Sitting: Frequently (approximately 70–80% of the workday)
  • Required for computer work, phone communication, and administrative tasks.
• Standing and Walking: Occasionally (approximately 20-30% of the workday)
  • May be required for filing, retrieving documents, or walking between departments or meeting rooms.
  • May be required to walk between Monroe offices located on different floors in the building
  • May be required to use a step-stool to access supplies
• Lifting/Carrying: Occasionally
  • Must be able to lift and carry items such as office supplies, boxes of paper, or small equipment (typically up to 20 pounds).
• Reaching/Bending: Occasionally
  • Required when organizing supplies, accessing low or high shelves, or setting up meeting rooms.
• Typing/Keyboard Use: Frequently
  • Daily use of computer, keyboard, mouse and other office equipment is required.
• Vision and Hearing: Frequently
  • Adequate vision for reading reports, emails, and spreadsheets.
  • Adequate hearing for phone conversations and verbal communication in meetings.
• Speaking: Frequently
  • Must be able to communicate clearly with staff, vendors, and external partners.

Compensation: It is expected that the base salary range for this position will be $100,000-$150,000. Actual salaries may vary based on factors such as skills, experience, and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. 

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.  

About Monroe Capital

Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and has 11 locations throughout the United States, Asia and Australia.

Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2024 Lower Mid-Market Lender of the Year, Americas and 2023 Lower Mid-Market Lender of the Decade; Inc.’s 2024 Founder-Friendly Investors List; Global M&A Network as the 2023 Lower Mid-Markets Lender of the Year, U.S.A.; DealCatalyst as the 2022 Best CLO Manager of the Year; Korean Economic Daily as the 2022 Best Performance in Private Debt – Mid Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers, please visit www.monroecap.com.