Company:
Description:
Senior Financial Analyst | Financial Planning
Hybrid
At Marsh McLennan, our award-winning, inclusive culture is built by extraordinary people. The work we do has purpose, and the people who join us help create real impact every day. If you’re looking for a role where your ideas matter and your work helps shape business decisions, this could be the opportunity for you.
Marsh McLennan Agency (MMA) provides insurance solutions for businesses, employee benefits, retirement, and private client insurance to organizations and individuals across North America. We bring together the personalized service of a local advisor with the strength and resources of a global leader in professional services, Marsh McLennan (NYSE: MMC).
What you’ll do
As a Senior Financial Analyst on our Finance / Financial Planning team, you’ll play an important role in delivering strategic analysis that supports key business decisions. In this role, you will:
Analyze monthly accounting close results and financial performance.
Build forecasts for the upcoming months of the year.
Partner with the Revenue team and client accounts to explain variances.
Work closely with the Commercial team to support the business with financial insights.
Prepare strategic analysis and reports that help guide the business.
Identify opportunities to improve and automate processes.
What we’re looking for
We’d love to hear from you if you have:
A bachelor’s degree or engineering degree in Actuarial Science, Finance, Accounting, Economics, or a related field.
At least 2 years of experience in financial analysis, financial planning, or a similar role.
Knowledge of transaction reporting, accounting processes, and financial processes.
Experience working with ERP and cloud-based financial systems; familiarity with HFM, Anaplan, and/or Power BI is a plus.
Advanced Excel skills, including pivot tables and database organization for account reconciliation.
Advanced English.
Nice to have
These experiences would be a great bonus, but are not required:
Experience working in multinational companies.
Experience collaborating with teams in the United States and/or Canada.
Strong ability to connect data and turn it into clear, actionable analysis for different audiences.
We know great candidates don’t always check every box. If this role sounds like a strong fit for your background and interests, we encourage you to apply.
What you’ll get
We value the impact our colleagues make every day, both at work and beyond. That’s why we offer a culture focused on well-being, growth, and meaningful work. Some of the benefits of this role include:
A hybrid work model.
Monday through Friday schedule, 8:00 a.m. to 5:00 p.m.
Opportunities for growth and professional development.
A collaborative, high-impact work environment.
Exposure to strategic analysis with regional scope and modern financial tools.
Why join this team?
This is a great opportunity to work closely with commercial and finance teams, build both technical and business skills, and be part of a group that values collaboration, initiative, and clear communication. You’ll gain hands-on experience in financial planning, process automation, and strategic analysis within a global company.
Who we are
At Marsh McLennan, we foster an inclusive and flexible culture that celebrates the diverse backgrounds, experiences, and perspectives of our colleagues and clients. We’re looking for people with integrity, talent, and ambition who want to make a difference in a customer-focused environment.
Marsh McLennan is committed to a diverse, inclusive, and flexible workplace. We strive to attract and retain the best people and welcome diversity in age, background, disability, ethnicity, family responsibilities, gender, gender expression or identity, marital status, nationality, parental status, social or personal status, political affiliation, race, religion or beliefs, sex, sexual orientation, skin color, veteran status, or any other…