Finance Manager, North America - Aon Global Risk Consulting

Aon; 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 in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Financial Planning and Forecasting

• Lead the annual operating plan, periodic forecast, and long-range planning processes for North America AGRC.
• Develop clear revenue, salary, operating expense, and operating income outlooks based on current performance, business assumptions, pipeline activity, hiring plans, and operational drivers.
• Partner with AGRC leaders to evaluate forecast risks and opportunities and translate them into actionable plans.
• Maintain transparent bridges between actual results, forecast, operating plan, and prior-year performance.
• Assess the timing and financial impact of growth investments, replacement hiring, attrition, and other workforce changes.
• Ensure that forecast assumptions are supported by appropriate business drivers and are consistently reflected in financial systems and management reporting.

Business Partnership and Decision Support

• Serve as a trusted finance partner to North America AGRC leadership and the broader Commercial Risk finance organization.
• Provide financial insight on business performance, growth priorities, investments, productivity, and resource allocation.
• Develop business cases for proposed investments, including expected revenue, cost, utilization, timing, payback, and margin implications.
• Challenge business assumptions constructively and help leaders distinguish between baseline performance, committed growth, and incremental investment opportunities.
• Coordinate with regional, practice, controllership, workforce planning, and global finance teams on issues that cross organizational or geographic boundaries.
• Translate complex financial topics into concise, decision-oriented recommendations for senior leadership.

Performance Management and Reporting

• Lead monthly and quarterly financial reviews for AGRC, including revenue, compensation, operating expense, margin, and operating income performance.
• Prepare insightful management reporting and presentation materials for AGRC and Commercial Risk leadership.
• Identify and explain material variances, emerging trends, and changes in the outlook.
• Develop and maintain relevant financial and operational metrics, including revenue growth, margin, revenue-to-salary relationships, headcount, hiring progress, and investment performance.
• Improve the clarity, consistency, and efficiency of financial reporting while maintaining sufficient detail for business decision‑making.
• Support QBRs, forecast reviews, planning reviews, and other leadership forums.

Revenue, Expense, and Allocation Management

• Develop a detailed understanding of AGRC's revenue model, including directly billed services, services embedded within broader client arrangements, intercompany activity, and allocations across regions and practices.
• Partner with Controllership and business teams to support accurate revenue and expense recognition.
• Review and coordinate recurring or complex revenue and expense allocations, including corporate, national, regional, intercompany, and cross‑border activity.
• Analyze the impact of allocation methodologies on regional and practice results and recommend improvements where appropriate.
• Support review and approval of accruals, reclasses, and other financial entries affecting AGRC.
• Maintain clear supporting documentation and appropriate controls for significant financial adjustments.

Process Improvement and Financial Governance

• Strengthen forecasting, reporting, allocation, and planning processes through better standardization, documentation, and automation.
• Improve the quality and traceability of assumptions, adjustments, and management reporting.
• Partner across Finance to reconcile discrepancies between business views, management information, and reported financial results.
• Support implementation of evolving Finance tools, reporting structures, and planning processes.
• Promote strong financial controls, consistent definitions, and clear ownership across recurring processes.
• Identify opportunities to reduce manual work while preserving the business insight and flexibility required in a consulting environment.

Skills and experience that will lead to success

Required

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Relevant experience in FP&A, commercial finance, controllership, or business‑unit finance.
• 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.

Preferred

• Experience in insurance brokerage, consulting, professional services, or another project-based service environment.
• Experience supporting a geographically dispersed or matrixed organization.
• Familiarity with Workday, TM1, Adaptive Planning, Power BI, or comparable financial planning and reporting tools.
• Experience with workforce planning, investment business cases, utilization or capacity analysis, and revenue allocation methodologies.
• Experience improving or automating recurring finance processes.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $110,000 - $125,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

The salary range reflected is based on a primary work location of Chicago, Illinois. The actual salary may vary for applicants in a different geographic location.

This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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