FP&A Senior Analyst

Overview

Marsh McLennan Agency (MMA) is seeking an FP&A Senior Analyst who is committed to operational excellence. This role will collaborate closely with the FP&A Manager on annual planning, monthly forecasting, analysis of monthly sales revenue, as well as facilitate the calculation of sales compensation.

The ideal candidate should possess a strong curiosity and enthusiasm for data, along with the capability to clearly express trends derived from data and analytics that will assist MMA in reaching its financial objectives. Additionally, they should strive to comprehend the underlying reasons for inquiries and uncover solutions within the intricate nature of extensive datasets.

At MMA, we will provide you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the ambition. Our colleagues don’t stop short of excellence and are driven to do what’s best for their clients and colleagues.  

Responsibilities

• Report, analyze, and provide proactive business insights into revenue, expense and other performance indicators.
• Collaborate with managers to understand their unique drivers, trends, and opportunities that positively transform their business.
• Develop and maintain detailed financial models to support the annual budget and monthly forecasting processes.
• Analyze monthly revenue data and compute associated sales compensation.
• Inform and aid in company planning through detailed and accurate reporting, research, analysis, and financial operational modeling.
• Perform ad-hoc reporting, analysis and projects as needed.
• Design and develop data visualization.
• Work cross-functionally with the Information Technology department on reporting automation and process improvement initiatives with a focus on data analysis.

Qualifications

• During crunch time, you’re that person everyone can depend on— You demonstrate a strong ability to thrive in a deadline-driven environment, showcasing your experience in delivering complete and accurate work under pressure.
• You’re analytical. You have a collaborative mindset, and understand business, people and data analysis technology. You hold a Bachelor’s Degree in Accounting/Business/Finance/Economics/Business Information Systems, or a related field. Ideally, you maintain 3-5 years of financial experience including analysis, management reporting, budgeting, forecasting, and/or project management. A CPA or equivalent designation is preferred, but not required.
• You DO sweat the small stuff. You’re analytical, detail-oriented and extremely organized.
• You’re tech savvy. You realize the crucial role that technology and data play in the financial world and you embrace it.
• Team oriented. You maintain positive relationships with your colleagues—and you enjoy it.
• Leadership skills. You actually walk the walk.  You lead by example.
• You’re curious and love to learn. You’re passionate about improving and pursuing professional development.
• You embrace our core values: accountability, balance, excellence, integrity, humanity and respect.

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.

The Perks:

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

Who you are is who we are.

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, 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