Financial & Planning Specialist - US and Canada

Marsh Agency; Ciudad de México; Hybrid; MXN 450,000 - 700,000; Full time

Benefits offered by this job

Hybrid work arrangement

Professional development opportunities

Job summary

Marsh is seeking a detail-oriented Financial & Planning Specialist to support US and Canada initiatives from Mexico City (Arcos Bosques). The role focuses on forecasting, budgeting and analysis to back strategic decisions for a multinational client base.

The candidate will build financial models, perform variance analyses and prepare dashboards for senior leadership, with a strong emphasis on English communication and Excel proficiency. Hybrid work is available.

Qualifications

• 3 to 5 years of relevant experience in financial planning and analysis, preferable in multinational companies.
• Excellent written, verbal and presentation skills to effectively interact with colleagues at all levels.
• Strong stakeholders management skills.
• Advanced Excel proficiency.
• Strong financial modeling and analytical skills.
• Accounting expertise (accruals, deferralls etc..)
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail, problem-solving abilities and a results-driven mindset.
• Collaborate mindset to enable effective partnership with Field FP&A Team and business.
• Advanced English skills both written and spoken.

Responsibilities

• Analyze KPI trends, focusing on sales, expenses and profit margin.
• Monitor KPIs, review variances and prepare analyses for management.
• Support management with data-driven analysis.
• Develop financial models to evaluate strategy and initiatives.
• Assist month end close with standard and ad-hoc reporting.
• Evaluate financial plans by identifying outcomes and returns.
• Prepare financial presentations with charts, graphs and econometric models.
• Assist budgeting and quarterly forecasts and track initiatives.
• Prepare financial planning data by collecting and summarizing trends.
• Update financial databases with verified data.
• Improve budgeting, projections and operating forecasts continually.

Skills

Advanced Excel

Financial modeling

Stakeholders management

English proficiency

Analytical skills

Education

Bachelor's degree in finance/economics/industrial engineering or related field

Tools

PowerBI

Anaplan

HFM/EPM

Job description

We are seeking a detail-oriented, highly analytical Financial & Planning Specialist - US and Canada to join our Team based in Mexico City (Arcos Bosques). The FP&A Specialist will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of financial planning, and excellent communication abilities.

Financial & Planning Specialist - US and Canada

We Will Count On You To

• Analyze the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin.
• Monitor KPIs and identify the cause of any unexpected variances Review and conduct simple analysis of financial planning information and reports and makes recommendations for changes to management.
• Support the management team and Department Leaders with data-driven analysis
• Develop financial models and analyze them to support strategic initiatives.
• Assist in the month end close process by preparing recurring/standard and ad-hoc business performance reporting researching general ledger activities and variances to budget and prior year.
• Evaluate financial plans by identifying financial outcomes and potential returns.
• Prepare financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.
• Assist in the development of budgets and quarterly forecasts; tracks and reports initiatives.
• Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.
• Update financial databases through entering, verifying and securing data.
• Develop and continually improve budgeting, financial projections, and operating forecasts.

What You Need To Have

• Accounting, Actuarial Science, Bachelor's degree in finance, economics, industrial engineering or related field.
• 3 to 5 years of relevant experience in financial planning and analysis, preferable in multinational companies.
• Excellent written, verbal and presentation skills to effectively interact with colleagues at all levels
• Strong stakeholders management skills.
• Advanced Excel proficiency.
• Strong financial modeling and analytical skills.
• Accounting expertise (accruals, deferralls etc..)
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail, problem-solving abilities and a results-driven mindset.
• Collaborate mindset to enable effective partnership with Field FP&A Team and business.
• Advanced English skills both written and spoken

What makes you stand out?

• Proficiency with Business Intelligence Tools (PowerBI, Anaplan and HFM/EPM)

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 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 marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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, or any other characteristic protected by applicable law.

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.