Hybrid FP&A Lead: AI-Driven Forecasting (Mexico City)

Marsh Agency; Ciudad de México; Hybride; MXN 900 000 - 1 300 000; Plein temps

Résumé du poste

Oliver Wyman, a Marsh company, is seeking a Senior FP&A Analyst to join the Corporate FP&A team in the Office of the CFO. You will own monthly/quarterly reporting, budgeting, forecasting, and executive analytics, leveraging data, automation, and AI to improve speed and accuracy.

Hybrid role requiring 2 days per week at the Mexico City office. You will work with cross-functional teams, delivering insightful commentary, dashboards, and strategic analysis to guide leaders and drive finance

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related discipline.
• 4–6 years of FP&A, corporate finance, accounting, or analytical finance experience.
• Strong understanding of P&L analysis, forecasting, budgeting, and reporting.
• Advanced Excel and experience with large datasets.
• Strong PowerPoint skills for senior-management materials.
• Experience with Tableau, Power BI, or BI platforms.
• Experience with Oracle EPM, Hyperion Planning, SmartView, Anaplan, Adaptive, Pigment, or similar FP&A systems.
• Experience with automation or AI tools to improve reporting.
• SQL, Python, or VBA is preferred but not required.
• Familiarity with month-end close, accruals, reconciliations, controls.
• Experience in professional services or complex global organization is a plus.
• English fluency required.

Responsabilités

• Take ownership of monthly and quarterly financial reporting, including the Flash process, consolidated P&L analysis, revenue, headcount, compensation and benefits, and other key performance measures.
• Support the month-end close process, including variance analysis, reconciliations, investigation of unusual items, and coordination with Controllership and other Finance teams.
• Manage recurring reporting timelines, follow-ups, and issue resolution with limited supervision.
• Prepare clear financial commentary explaining key performance drivers, risks, opportunities, and emerging trends.
• Ensure reporting outputs are accurate, timely, and consistent across financial systems and management reporting.
• Support and increasingly own components of the annual budget, periodic forecasting, and rolling forecast processes.
• Partner with Corporate and Regional FP&A teams to consolidate inputs, challenge assumptions, and understand key changes in financial outlook.
• Develop driver-based analyses and scenario models incorporating revenue, headcount, utilization, compensation, and other key business assumptions.
• Support longer-range planning and sensitivity analysis for management decision-making.
• Prepare financial analysis, commentary, and presentation materials for the CFO, Global FP&A leadership, and other senior stakeholders.
• Translate detailed financial information into concise, decision-useful insights and clear management narratives.
• Partner with regional FP&A, Controllership, and operational stakeholders to explain performance drivers and resolve financial issues.
• Support quarterly reviews and other senior-management reporting as required.
• Use AI tools to improve Finance workflows, develop and maintain dashboards in Tableau/Power BI, and enhance data infrastructure.

Connaissances

Advanced Excel

PowerPoint

Tableau

Power BI

SQL

Python

VBA

English fluency

Data analysis

Formation

Bachelor's degree in Finance/Accounting/Economics/Business

Outils

Tableau

Power BI

Oracle EPM

Hyperion Planning

SmartView

Anaplan

Adaptive

Pigment

Description du poste

Oliver Wyman, a Marsh company, is seeking a Senior FP&A Analyst to join the Corporate FP&A team in the Office of the CFO. You will own monthly/quarterly reporting, budgeting, forecasting, and executive analytics, leveraging data, automation, and AI to improve speed and accuracy.

Hybrid role requiring 2 days per week at the Mexico City office. You will work with cross-functional teams, delivering insightful commentary, dashboards, and strategic analysis to guide leaders and drive finance