Senior Specialist, FP&A

Marsh McLennan•New York, NY

3d•$94,600 - $189,000•Hybrid

About The Position

Marsh is seeking candidates for a Senior Specialist, FP&A to join our People & Investments business. This is a hybrid position with three days required working from our midtown Manhattan office. The role involves executing revenue budgeting and reporting for US Zones, providing financial planning, analysis, and reporting support for the Region Management Division, and delivering insights and recommendations to leadership through reports and presentations. The position also includes providing sales reporting updates, building and maintaining financial models, enhancing financial processes, collaborating across teams, supporting business decisions, and potentially conducting ad hoc financial analyses.

Requirements

A Bachelor's degree in Finance, Accounting, or a related field
A minimum of 5 years of experience in an FP&A focused role
Strong understanding of financial systems and tools, such as Power BI and Oracle SmartView
Proficiency in Excel and PowerPoint
Strong analytical and problem-solving skills, with the ability to interpret complex financial data and create effective messages that drive actionable results

Nice To Haves

A team player who contributes where needed, even if not directly in the scope of their assigned responsibilities.
Being intellectually curious, asking questions, and challenging the status quo in a positive manner to drive effective outcomes.
A desire to drive process improvement, innovate, and eliminate manual or redundant tasks.
Familiarity with AI tools.

Responsibilities

Execute revenue budgeting and other reporting deliverables for all US Zones within the US & Canada region.
Provide financial planning, analysis, and reporting support for the Region Management Division.
Deliver insights and recommendations for leadership by preparing reports and presentations that summarize analyses and results.
Provide sales reporting updates to US Zone leadership for monthly sales forecast calls.
Build and maintain financial models to analyze key financial drivers across the business.
Enhance financial processes to improve the quality of reporting, analysis, budgeting, and forecasting for the US & Canada region.
Collaborate across teams to resolve complex issues and provide strategic direction.
Provide support for business and operational decision making.
Potentially work on ad hoc financial analyses in support of US Practice finance teams within the US & Canada region.