Specialist - FP&A

Marsh; Ciudad de México; Ibrido; MXN 550.000 - 750.000; Tempo pieno

Descrizione del lavoro

Marsh in Mexico City is seeking a Financial & Planning Specialist - LAC to support forecasting, budgeting and analysis for strategic decisions. You will build financial models, analyze data, and present insights to leadership, collaborating with Field FP&A and business teams.

The ideal candidate has 3–5 years in FP&A, strong Excel and English skills, and is capable of independent and collaborative work in a fast-paced multinational setting.

Competenze

• Bachelor’s degree in finance, economics, industrial engineering or related field.
• 3–5 years of experience in financial planning and analysis, preferably in multinational environments.
• Strong written, verbal and presentation skills; ability to interact with colleagues at all levels.

Mansioni

• Analyze KPIs related to sales, expenses and profit margin.
• Monitor variances and perform simple FP&A analyses with recommendations.
• Support management with data-driven analysis.
• Develop financial models to support strategic initiatives.
• Assist month-end close with reporting and variance analysis.
• Evaluate financial plans for outcomes and returns.
• Prepare financial presentations and charts.
• Assist budgeting and quarterly forecasts, track initiatives.
• Compile planning data and summarize trends.
• Update financial databases and ensure data integrity.
• Improve budgeting, projections, and operating forecasts.

Conoscenze

Financial analysis

Forecasting

Budgeting

Financial modeling

Data interpretation

Stakeholder management

Presentations

Excel

English communication

Formazione

Bachelor's degree in finance/economics/industrial engineering

Strumenti

PowerBI

Excel

Business Intelligence Tools

Descrizione del lavoro

We are seeking a detail-oriented, highly analytical Financial & Planning Specialist -LAC 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 - LAC

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:

• 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.
• 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, Cliq, etc) is a plus.

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 creating 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, 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.