Purchase Order Financial Analyst in United States Chicago –Free Word Template Download with AI

This Purchase Order is issued by Meridian Capital Advisory Group, LLC, a financial services firm headquartered in United States Chicago, Illinois, to procure the professional services of a qualified Financial Analyst through the recruitment and placement agency Lakeside Talent Solutions, Inc. The engagement described herein pertains to the sourcing, vetting, onboarding, and initial placement of a Senior Financial Analyst to support the firm's quarterly earnings analysis, portfolio performance modeling, and regulatory compliance reporting functions within our United States Chicago office.

The Financial Analyst engaged under this Purchase Order shall be responsible for preparing detailed financial forecasts, conducting variance analyses, generating investor-facing reports, and supporting the Chief Financial Officer in strategic capital allocation decisions. All work shall be performed on-site at the firm's principal offices located in the Loop district of United States Chicago, with a minimum commitment of forty (40) hours per week during standard business hours.

Lakeside Talent Solutions, Inc. shall deliver the following under this Purchase Order:

• Identification and shortlisting of no fewer than five (5) qualified Financial Analyst candidates with a minimum of five (5) years of experience in corporate finance, investment banking, or asset management, all based in or willing to relocate to United States Chicago.
• Conduct of structured technical interviews, case-study assessments, and behavioral evaluations to determine the most suitable Financial Analyst for Meridian Capital's specific analytical needs.
• Final placement of one (1) Senior Financial Analyst who shall commence duties no later than August 1, 2025, at the firm's United States Chicago headquarters.
• Provision of a 90-day performance guarantee during which the Financial Analyst's output shall be evaluated against pre-agreed key performance indicators including report accuracy, turnaround time, and stakeholder satisfaction scores.
• Full compliance with all applicable federal, Illinois state, and United States Chicago municipal employment regulations, including but not limited to the Illinois Human Rights Act, the Chicago Fair Work Week Ordinance, and the Equal Employment Opportunity provisions of Title VII of the Civil Rights Act.

• Payment: The total amount of $37,733.06 USD shall be invoiced upon successful placement and commencement of the Financial Analyst. Payment is due within thirty (30) calendar days of invoice receipt, remitted via ACH transfer to the vendor's designated account.
• Confidentiality: All candidate information, compensation data, and proprietary financial models shared during the recruitment process are classified as confidential. The vendor shall execute a mutual Non-Disclosure Agreement prior to commencement of services.
• Termination: Either party may terminate this Purchase Order with fourteen (14) days written notice. In the event of termination prior to placement, no fees shall be owed. In the event of termination after placement but within the guarantee period, the vendor shall provide a replacement Financial Analyst at no additional charge.
• Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of Illinois, United States Chicago, without regard to its conflict-of-law principles. Any disputes shall be resolved through binding arbitration in Cook County, Illinois.
• Force Majeure: Neither party shall be liable for delays caused by events beyond reasonable control, including but not limited to natural disasters, pandemics, or government-mandated closures affecting the United States Chicago metropolitan area.
• Non-Solicitation: For a period of twenty-four (24) months following the placement date, Meridian Capital Advisory Group, LLC shall not directly solicit or hire any other candidate presented by the vendor under this Purchase Order without incurring a 50% placement fee.

This Purchase Order is authorized and approved by the undersigned on behalf of Meridian Capital Advisory Group, LLC, United States Chicago, Illinois. The vendor acknowledges receipt and acceptance of all terms, conditions, and scope of work outlined in this document.