Financial Planning (FP&A) Analyst

MarshBerry is growing! We are seeking a Financial Planning (FP&A) Analyst to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

The Financial Planning (FP&A) Analyst will provide support for the Senior FP&A Analyst and the Corporate Accounting Team through financial analysis, reporting, and budget development. The FP&A Analyst will collaborate with the Senior FP&A Analyst and all teams across the organization to leverage information and reporting to improve operational efficiency. This role will include CRM-based dashboard reporting, sales effectiveness reporting, compensation plan design & administration, accounting related process improvements, and a wide range of other complex, predictive-analytic, and ROI-driven reporting.

Responsibilities:

• Contribute to the annual budget creation in partnership with senior business leaders by utilizing consistent and effective processes including aggregation of all key drivers, metrics, and financial outputs, and analysis of results vs. budgets.
• Assist in creating, compiling, and tracking dashboards and financial models to deliver operational metrics and KPI reporting to support strategic decision making and provide insights into the ongoing health of the business. Assist in building queries from various databases and/or data warehouses to support efficient and consistent reporting and to provide data analysis for all aspects of the business including sales activity, revenue, cost of sales, operating expenses, and capital expenditures.
• Contribute to the preparation of the monthly financial reporting package, monthly and quarterly business review packages, board reporting packages, and strategic planning team reporting packages.
• Support the development of the annual five-year planning process by detailing net revenue, expenses, personnel, investments, and cash flow expectations.
• Support the evaluation, analysis, and due diligence process for potential acquisition targets. Provide support for the onboarding processes of potential acquisitions.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
• Complete ad-hoc analyses to address existing and evolving business needs.
• Assist with updating key financial models with current actuals to assist in developing the monthly/quarterly forecasts.
• Cultivate and maintain effective relationships with potential internal and external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Other projects and duties as assigned.

Selection Criteria
Education & Experience:

• Bachelor’s degree in Finance, Accounting, Economics or other equivalent experience.

• 3 years of experience in finance or accounting.
• Proven corporate financial planning & analysis skills.
• Knowledge of PowerPoint, Excel, and various other accounting and financial modeling software platforms.

• Experience with CRM systems such as Salesforce or other industry leading platforms.
• Advanced Excel Skills.
• Experience with PowerBI is a plus
• International FP&A experience is a plus.

Other:

• Proactive problem-solving skills:  uses techniques to identify and resolve issues in a timely manner; gathers and analyzes information skillfully and makes appropriate decisions.
• Confidentiality: maintains confidentiality with proprietary information and all internal and external communication.
• Team oriented:  positive and professional, shows consideration for and maintains good working relations with coworkers; remains opens to others’ ideas and exhibits a willingness to try new things.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Excellent communication and presentation skills, with the ability to effectively interact with executives and cross-functional teams.
• Strategic thinker with the ability to understand business drivers and translate insights into actionable recommendations.
• Ability to multitask: able to work on multiple projects simultaneously; completes projects and responsibilities with extreme attention to detail according to required timelines and deadlines; possesses the capacity to work under pressure to create accurate results; demonstrates accuracy and thoroughness and monitors work to ensure quality.

• Open to feedback: follows instructions, responds to management directions, and solicits feedback to improve performance.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.