Senior Financial Analyst - FP&A

Marsh McLennan • Boston, MA

135d • Hybrid

About The Position

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).

Requirements

• Bachelor's degree in accounting, business administration, or finance desired.
• Proficiency in MS Office Suite including Excel and PowerPoint.
• Experience with Oracle GL, EPIC, Essbase, SmartView, Power BI, QlikSense are a plus.
• Data management experience.
• Experience with financial modelling, especially reading into assumptions and calculations developed by others, finding logical flaws and strength of design.
• Project management skills.
• Experience with accounting principles, financial reporting, forecasting budgeting and analysis across the income statement, balance sheet and statement of cash flows.
• Ability to work effectively and collaboratively with all levels of internal staff, sales team, and management, external clients, prospects and vendors.

Nice To Haves

• Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.

Responsibilities

• Apply financial knowledge with a firm understanding of finance and accounting concepts, superb analytical abilities, and strong attention to detail.
• 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.
• 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.
• 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.
• 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.
• Conduct analysis of business units, portfolio segments, geographic territories, business lines and acquisitions.
• Create and maintain contingency revenue analytics based on carrier incentive programs.
• Collaborate with controllership and streamline workflows.
• 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.
• 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.
• Participate in cross-departmental initiatives.
• Gather, manage and manipulate data from multiple sources for analysis; identify trends, extract insights and deliver actionable presentations of findings.
• Review/update investment decisions to assess progress/success and milestones.
• Develop and perform other ad hoc analyses.

Benefits

• Medical, dental and vision plans.
• 401(k) match after one year.
• Contribute toward student loan debt.
• 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.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs and stock purchase opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree