FPA - Financial Analyst

About the position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 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 Financial Analyst at Horton, a MMA Company. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

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 deadlines, assumptions, data format/loads, as it applies to budgets and reforecasts.
• Participate in the development of the business unit's plans and programs; provide strategic financial input on decision making.
• 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, geographic territories, business lines and acquisitions.
• Collaborate with controllership and streamline workflows.
• Work with production staff to manage and maintain integrity of producer books.
• 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to the right person at the right time; this may include maintenance of existing, development of new and retirement of outdated reports and key metrics.
• Gather, manage and manipulate data from multiple sources for analysis; identify trends, extract insights and deliver actionable presentations of findings.
• Develop and perform other ad hoc analyses.

Requirements

• Bachelor's degree in accounting, business administration, or finance desired.
• Proficiency in MS Office Suite including Excel and PowerPoint.
• Experience in Data Visualization tools such as Tableau or PowerBI.
• Data management experience.
• Experience with financial modelling, especially reading into assumptions and calculations developed by others, finding logical flaws and strength of design.
• 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.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.