Senior Manager, FP&A

Posted Yesterday
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New York, NY, USA
In-Office
115K-230K Annually
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
Lead analytical FP&A projects, build financial models, produce presentations for senior leadership and the Board, perform competitor and macroeconomic analyses, support consolidations and earnings deliverables, and assist budgeting and long-term forecasting.
Summary Generated by Built In
Company:Marsh Corporate

Description:

We are seeking a talented individual to join our team at Marsh as a Senior Manager, Financial Planning and Analysis for our Corporate FP&A team based out of our New York, NY office.

This is a hybrid role that requires working at least three days a week in the office. This position will report to the Head of Financial Strategy & Analysis in MMC Corporate FP&A and also provide some support to the Head of Corporate FP&A Reporting and Consolidations.

We will count on you to:

  • Execute analytical projects that generate insights for senior management on a diverse range of FP&A topics
  • Create compelling, impactful presentations to assist in senior management communications and driving outcomes with the Board of Directors, Executive Committee, Finance Leadership Team, and CEOs and CFOs of our businesses
  • Conduct analyses and projects that contextualize MMC financial planning with both industry data and competitor performance
  • Perform portfolio optimization and capital allocation analytics to provide insights on value creation
  • Monitor, summarize and produce analyses on macro-economic indicators to help shape strategy, budget, forecast and earnings processes
  • Build and maintain financial analytical models to answer questions, perform scenario analyses, and guide decision making
  • Execute compelling competitor analyses that drive insight for senior management and facilitate decision making
  • Provide support to corporate FP&A consolidations team on key earnings deliverables
  • Lend occasional support to FP&A consolidations team, given availability, on monthly results reporting and outlook
  • Participate at times, in group peer reviews of select monthly and quarterly corporate consolidations deliverables related to forecasts, earnings calls and EC / Board meetings 
  • Provide support on requests received from other finance and non-finance functions for analysis and presentations – Treasury, Controllership, Communications, Legal, HR
  • Assist in the preparation of annual budget targets for the businesses, learn to update the long-term forecasting model

What you need to have:

  • Bachelor’s Degree with a concentration in Finance, Accounting or Economics required
  • A minimum of 5 years of experience in Finance and/or Accounting
  • Advanced proficiency with excel, PowerPoint
  • Familiarity with financial data providers (FactSet, Bloomberg, Capital IQ)
  • Financial modeling skills in excel
  • Experience with Hyperion Planning, Essbase, and Oracle Financials preferred
  • Strong writing abilities with emphasis on facility in crafting narratives around financial results and analyses

What makes you stand out:

  • MBA, CPA, CFA, or other master’s level Finance/Accounting Degree.
  • Experience in equity or fixed income research, financial and strategy consulting, or investment banking, with a concentration in Professional Services and P&C insurance sector being a plus
  • Experience in the P&C insurance sector as a broker, underwriter, or actuary
  • Familiarity with predictive analytics / AI tools
  • Advanced proficiency with Excel and PowerPoint, along with familiarity with financial data providers (FactSet, Bloomberg, Capital IQ)

Why join our team:

  • We help you be your best through professional development opportunities, interesting work, and supportive leaders
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.

Marsh 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 [email protected].

Marsh 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 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.

The applicable base salary range for this role is $115,200 to $230,000.

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

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Skills Required

  • Bachelor's degree in Finance, Accounting, or Economics
  • Minimum 5 years of experience in Finance and/or Accounting
  • Advanced proficiency with Excel
  • Advanced proficiency with PowerPoint
  • Familiarity with FactSet, Bloomberg, Capital IQ
  • Financial modeling skills in Excel
  • Strong writing abilities and narrative development around financial results
  • Hybrid work in New York office, in-office at least three days per week
  • Experience with Hyperion Planning, Essbase, and Oracle Financials
  • MBA, CPA, CFA, or other master's level Finance/Accounting degree
  • Experience in equity or fixed income research, consulting, or investment banking (P&C insurance/professional services a plus)
  • Experience in P&C insurance sector (broker, underwriter, or actuary)
  • Familiarity with predictive analytics / AI tools

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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