Description:
Senior Financial Analyst – FP&A
The Senior Financial Analyst contributes to the company’s success by partnering with the business on strategy development and business execution, both near and long term.
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Financial Analyst at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
We are seeking a detail-oriented and analytical Senior Financial Analyst with a minimum of 5 years of relevant experience noted below to join our Northeast Regional Finance team. This job is in-person 3 days a week in either our Boston, MA, Worcester, MA, or Saddle Brook, NJ offices and 2 days remote.
1. Apply financial knowledge with a firm understanding of finance and accounting concepts, superb analytical abilities, and strong attention to detail
2. Assist with the financial planning process at the business unit/department level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets, re-forecasts, capital planning and long-term plans
3. Participate in the development of the business unit’s plans and programs; provide strategic financial input on decision making. Monitor and report on market changes including macroeconomics and peers/competitors
4. Develop relevant reporting which includes financial and operating information including data preparation, report creation and quality control; strive to deliver insight, consistent data and effective visualizations; reports may also include variance analysis of actual spending to forecast, plan and historical level, with explanations of trends and root causes
5. Consolidate the business unit forecast/plans into the overall corporate reporting to build a composite view of the company including profit and loss, cash flow and balance sheet impacts
6. Conduct analysis of business units, portfolio segments, geographic territories, business lines and acquisitions
7. Create and maintain contingency revenue analytics based on carrier incentive programs
8. Collaborate with controllership and streamline workflows
9. Ensure timely and accurate business/financial reports and plans; share with all business units to increase financial transparency in management reporting and business line performance
10. Responsible for inventory of reports that deliver the right information to the right person at the right time; this may include maintenance of existing, development of new and retirement of outdated reports and key metrics
11. Participate in cross-departmental initiatives
12. Gather, manage and manipulate data from multiple sources for analysis; identify trends, extract insights and deliver actionable presentations of findings
13. Review/update investment decisions to assess progress/success and milestones
14. Develop and perform other ad hoc analyses
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
15. Bachelor’s degree in accounting, business administration, or finance desired
16. Proficiency in MS Office Suite including Excel and PowerPoint
17. Experience with Oracle GL, EPIC, Essbase, SmartView, Power BI, QlikSense are a plus
18. Data management experience
19. Experience with financial modelling, especially reading into assumptions and calculations developed by others, finding logical flaws and strength of design
20. Project management skills
21. Experience with accounting principles, financial reporting, forecasting budgeting and analysis across the income statement, balance sheet and statement of cash flows
22. Ability to work effectively and collaboratively with all levels of internal staff, sales team, and management, external clients, prospects and vendors
23. Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
24. Medical, dental and vision plans
25. 401(k) match after one year
26. Contribute toward student loan debt
27. Generous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & development
28. Tuition reimbursement and professional development opportunities
29. Charitable contribution match programs and stock purchase opportunities