Senior Financial Analyst - FP&A

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.

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.

Responsibilities include :

• 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

Our future colleague.

We'd love to meet you if your professional track record includes these skills :

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 :