Finance Manager, NA FP&A & Growth

Aon plc; Miami (FL); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Paid holidays

Paid vacation

Healthcare coverage

Job summary

Aon is seeking a Financial Planning & Analysis leader to oversee North America AGRC budgeting, forecasting, and long-range planning. You will partner with regional leaders to translate performance data into actionable plans, drive revenue and expense outlooks, and ensure robust management reporting.

You will lead monthly reviews, build business cases for investments, and strengthen forecasting and controls across finance. This role offers hybrid work and competitive benefits.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Strong financial modeling, forecasting, variance analysis, and management reporting capabilities.
• Demonstrated ability to partner with business leaders and convert financial analysis into clear recommendations.
• Strong understanding of financial statements, revenue and expense drivers, accruals, allocations, and operating margin.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to manage multiple priorities and deliver accurate work within recurring close, forecast, and planning deadlines.
• Strong written and verbal communication skills, including experience preparing materials for senior leadership.
• High degree of judgment, ownership, curiosity, and attention to detail.

Responsibilities

• Lead the annual operating plan, forecast, and long-range planning for North America AGRC.
• Develop revenue, salary, operating expense, and operating income outlooks based on performance, assumptions, pipeline, and hiring plans.
• Partner with AGRC leaders to evaluate forecast risks and translate them into actionable plans.
• Maintain bridges between actual results, forecast, operating plan, and prior-year performance.
• Assess timing and financial impact of growth investments, replacement hiring, attrition, and other workforce changes.
• Ensure forecast assumptions are supported by business drivers and reflected in financial systems and reporting.
• Lead monthly and quarterly financial reviews for AGRC, including revenue, compensation, and expenses.
• Prepare insightful management reporting and presentation materials for AGRC and Commercial Risk leadership.
• Identify and explain variances, trends, and outlook changes.
• Develop and maintain metrics on revenue growth, margins, headcount, and investment performance.
• Improve clarity and efficiency of financial reporting while maintaining detail for decision-making.
• Support QBRs, forecast reviews, and planning reviews.
• Develop understanding of AGRC revenue model including directly billed services and intercompany allocations.
• Partner with Controllership to support revenue and expense recognition.
• Review allocations across regions and cross-border activity and recommend improvements.
• Analyze impact of allocation methodologies on regional results and advise.
• Support accruals, reclasses, and significant financial adjustments.
• Maintain supporting documentation and controls for significant adjustments.
• Strengthen forecasting, reporting, allocation, and planning processes through standardization and automation.
• Improve quality and traceability of assumptions and management reporting.
• Collaborate across Finance to reconcile differences in reporting.
• Support implementation of new Finance tools and reporting structures.
• Promote strong financial controls and clear ownership of processes.
• Identify opportunities to reduce manual work while preserving insight.

Skills

Financial modeling

Forecasting

Variance analysis

Management reporting

Executive communication

Excel

PowerPoint

Cross-functional collaboration

Attention to detail

Strategic thinking

Education

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

Tools

Workday

TM1

Adaptive Planning

Power BI

Job description

Aon is seeking a Financial Planning & Analysis leader to oversee North America AGRC budgeting, forecasting, and long-range planning. You will partner with regional leaders to translate performance data into actionable plans, drive revenue and expense outlooks, and ensure robust management reporting.

You will lead monthly reviews, build business cases for investments, and strengthen forecasting and controls across finance. This role offers hybrid work and competitive benefits.