Senior Financial Analyst

AON • Fort Washington, PA

383d • $80,000 - $90,000

About The Position

The Senior Financial Analyst role at Aon is a pivotal position that supports the financial planning and analysis for Aon Affinity's largest revenue-generating business. This role is essential for strategic planning, forecasting, and variance analysis, providing actionable insights to business leaders to facilitate informed decision-making. The analyst will also collaborate with various functional areas, ensuring comprehensive financial governance and reporting.

Requirements

• Bachelor's degree in Finance or Accounting.
• 4+ years of experience in FP&A, financial analysis, or a related field; experience in the insurance or professional services industry preferred.
• Advanced proficiency in financial modeling and analysis using Excel; experience with financial planning tools such as Workday, TM1 or similar systems is a plus.
• Ability to work collaboratively across functions and teams, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Organized with strong attention to detail.

Nice To Haves

• Experience in the insurance or professional services industry.

Responsibilities

• Prepare, analyze, and report on financial results focusing on key drivers behind the performance.
• Partner with business leaders by providing actionable insights and trends to help formulate strategies for improved financial results.
• Access information from various financial systems and databases to analyze, prepare, and present business analysis to management.
• Drive the monthly, quarterly, and yearly forecasting process, including preparing the monthly forecast and the annual budget.
• Participate in the monthly close process.
• Provide analysis to aid in achieving financial objectives, including budgeting, forecasting, tracking variances, and profitability.
• Drive the annual budgeting processes, including data collection and analysis.
• Assist with the annual incentive process.
• Help with Deal Modeling and 'what if' analysis.
• Provide financial governance around Cost Benefit Analysis (CBA) development and track actual project costs against approved CBAs and benefits delivered.
• Condense large amounts of data into presentation formats for executive meetings.
• Act as a liaison between Controllership, Accounting operations, and Business operations.

Benefits

• 401(k) savings plan with employer contributions
• Employee stock purchase plan
• Medical, dental, and vision insurance
• Paid time off including 12 paid holidays and 15 days of paid vacation per year
• Paid sick leave
• Short-term and optional long-term disability
• Health savings account
• Health care and dependent care reimbursement accounts
• Employee and dependent life insurance and supplemental life and AD&D insurance
• Adoption assistance
• Tuition assistance
• Commuter benefits
• Employee assistance program including free counseling sessions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree