Financial Analyst Finance Department
About The Position
Financial Analyst - Finance Department 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. 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 make your mark as a 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 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. As our Financial Analyst on the Finance team, you'll serve as a trusted business partner to the CEO and executive leadership team, focusing on assessing organizational performance against budgets and long-term strategy. You will conduct financial data analysis and modelling using Excel and other tools to support senior management decision-making. Your key responsibilities will include establishing annual objectives, managing long-term budget planning and cost control, automating processes, and developing ongoing financial reports. You will also collaborate with the MMA regional finance team on forecasting, budgeting, and related initiatives. Preparing regular financial analytics, track producer recognition program calculations, and provide strategic and tactical recommendations based on financial analysis. Other duties include assisting with financial statement preparation, ensuring timely and accurate reporting, and serving as the escalation point for accounts receivable, accounts payable, and billing issues.
Requirements
- 5+ years of experience
- Bachelor's degree
- Significant experience in or knowledge of accounting
Nice To Haves
- CPA and/or MBA
- Insurance industry or professional services experience
Responsibilities
- Assessing organizational performance against budgets and long-term strategy
- Conduct financial data analysis and modelling using Excel and other tools to support senior management decision-making
- Establishing annual objectives
- Managing long-term budget planning and cost control
- Automating processes
- Developing ongoing financial reports
- Collaborate with the MMA regional finance team on forecasting, budgeting, and related initiatives
- Preparing regular financial analytics
- Track producer recognition program calculations
- Provide strategic and tactical recommendations based on financial analysis
- Assisting with financial statement preparation
- Ensuring timely and accurate reporting
- Serving as the escalation point for accounts receivable, accounts payable, and billing issues
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
