Financial Analyst

At Lippincott, we create, grow, and transform brands to help our clients achieve their most ambitious aspirations. We transform their businesses for the modern economy, embracing brand and digital as central drivers of future success.

As a Financial Analyst, you will work closely with the Finance Director and Controller to assist in managing the firm’s financial reporting, performance analysis, budgeting, and forecasting.

This role is ideal for a talented Financial Analyst looking to do more than just crunch numbers. It is a highly visible role, working closely with the firm’s practices and global functions. In this role, you will provide high quality financial analysis and planning to firm leadership, helping them understand Lippincott’s key financial drivers to facilitate informed business decisions.

Key responsibilities:

Financial Analysis and Reporting

• Provide management and oversight of the entire revenue process, from case set-up through close, including analysis and reporting of project metrics

• Conduct analysis of key drivers of financial performance such as revenue forecasts and variances, expenses, staff utilization, and new business

• Prepare and distribute various reports and liaise with leaders to answer questions and provide additional reporting solutions as necessary

• Develop polished presentation materials using PowerPoint to clearly communicate performance to influence decision making

• Provide support and analysis for special projects as needed, including ad hoc financial analysis, efficiency initiatives, restructuring initiatives, and process improvements

Forecasting, Budgeting & Planning

• Assist in the preparation of monthly and annual forecasts

• Participate in the annual budget process, working across departments/practices/regions

• Assist in the consolidation of the total firm budget and coordination with the parent company

• Monitor the budget and analyzes any variances

Requirements:

• Education: Bachelor’s degree in accounting or finance or equivalent

• Experience: 3 years financial planning and analysis, budgeting and forecasting; professional services experience is a plus

• Skills and Attributes:

  • Strong analytical and planning background

  • Highly organized, with strong attention to detail

  • Exceptional communication and interpersonal skills

  • Ability to present complex information to varied audiences

  • Ability to manage multiple priorities in a fast-paced environment

  • Highly organized, self-starter with a can-do attitude

  • Positive attitude and willingness to pitch in beyond the job description

  • Extensive Microsoft Excel experience

  • Strong Microsoft Office suite skills (especially PowerPoint)

  • Experience with Tableau, including proficiency in data visualization and dashboard creation is a plus

  • Experience with Hyperion Financial Suite, Certinia, SmartView, etc. is a plus

About Lippincott

Lippincott is a creative consultancy specializing in brand and innovation. We have a passion for solving our clients’ toughest challenges with a proven combination of strategic rigor and design excellence. A pioneer since 1943, we have shaped some of the world’s most iconic brands and experiences.

We recognize the benefits of flexibility but also value the interactions that happen when we come together. Our new hybrid working model allows individuals to set their own cadence for working in their preferred environment with the expectation that they will be spending at least half of their time (50%) in their local office each month.

Who We Are, Together…

We embody key values that drive our culture. We demand better, reach higher, and expect more of ourselves and our colleagues. We demonstrate gratitude, offer support, and embrace optimism every day. We celebrate debate, discussion, disagreement, and feedback, with an open mind to new ways of thinking and doing. We act with passion, intention, and goodwill while building on and elevating everyone’s contributions and sharing in our collective success.

In our pursuit to make it meaningful, we want our people to feel heard, respected and valued through our words and actions – goals we can only achieve with a sustained commitment to inclusion, diversity and belonging. We seek the best and brightest ideas from a diverse representation of backgrounds and experiences because we know that’s what it takes to continuously push the boundaries, solve our clients’ most complex challenges, and foster an inspiring culture of rigorous creativity. We celebrate and leverage our differences and our commonalities, so everyone feels safe, supported and encouraged to be wide open, to say “yes, and!” and to demand better of ourselves and one another. We aspire to be positive role models for inclusion at an individual level, corporate level, and societal level.

The applicable base pay for this role ranges from $75,000 - $90,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position will be eligible for performance-based incentives.

Lippincott is an Equal Opportunity Employer. All employment decisions at Lippincott are based on business needs, job requirements and individual qualifications without regard to race, national origin, age, religion or belief, sex, sexual orientation, gender identity, veteran or disability status or any other status protected by the laws or regulations in locations where we operate. We are committed to promoting a workplace of which we can all be proud.

#Lippincott

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.