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Marsh McLennan Agency · 7 hours ago

Senior Financial Analyst - FP&A

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$66K/yr - $116K/yr

5+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. They are seeking a detail-oriented and analytical Senior Financial Analyst to contribute to strategy development and business execution, focusing on financial planning, reporting, and analysis.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

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to the right person at the right time; this may include maintenance of existing, development of new and retirement of outdated reports and key metrics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

Qualification

Financial modelingData managementFinancial reportingMS Office SuiteOracle GLProject managementAnalytical abilitiesInnovationCollaborationAttention to detailIntegrity

Required

Minimum of 5 years of relevant experience

Bachelor's degree in accounting, business administration, or finance desired

Proficiency in MS Office Suite including Excel and PowerPoint

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

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

Preferred

Experience with Oracle GL, EPIC, Essbase, SmartView, Power BI, QlikSense are a plus

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

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees