FP&A Financial Analyst

Talentify; Bethesda (WI); On-site; USD 69,000 - 121,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is hiring a FP&A Financial Analyst to support corporate planning. You will develop forecasts, budgets and financial reports, analyzing data to inform management decisions. The role requires collaboration with Field FP&A and business teams, with a focus on accuracy and timely delivery.

You’ll contribute to monthly close, data integrity, and performance reporting while presenting insights to stakeholders across North America.

Qualifications

• Bachelor’s degree in finance, accounting, business or economics.
• 3–5 years of FP&A experience.
• Strong written, verbal and presentation skills.
• Ability to work independently and in a team.
• Attention to detail with a results-driven mindset.
• Collaborative with Field FP&A and business teams.

Responsibilities

• Develop monthly forecasts and yearly budgets.
• Prepare financial planning information by collecting, analyzing and summarizing data.
• Update databases and assist in month-end close and reporting.
• Deliver consolidated reports and presentations to management.
• Highlight variances, risks, opportunities and ranges of outcomes.

Skills

Financial analysis

Communication

Presentation

Attention to detail

Independent work

Collaboration

Education

Bachelor’s degree in finance, accounting, business or economics

Tools

Oracle Hyperion

Power BI

Smartsheet

Job description

Open — Marsh & McLennan Companies has a posting for this job. Posted 29 Sep 2026.

This posting

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About this job

Company:

Description:

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As a FP&A Financial Analyst on the Corporate FP&A team, you'll assist in the development of monthly forecasts and yearly budgets. Prepare financial planning information and reports by collecting, analyzing and summarizing data and trends. Update financial databases through entering, verifying and securing data. Assist in month end close process by preparing recurring, standard and ad-hoc business performance reporting. Prepare and deliver consolidated reports, presentations and communication to management with the intention of eliciting critical decision support. Analyze monthly, quarterly and annual reporting and planning outlooks, highlighting material variances, risks and opportunities, and range of outcomes.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Bachelor’s degree in finance, Accounting, Business or Economics
• 3 to 5 years of relevant experience in financial planning and analysis
• Excellent written, verbal and presentation skills to effectively interact with colleagues at all levels
• 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.

These additional qualifications are a plus, but not required to apply:

• Strong PowerPoint skills to synthesize and convey key findings
• Previous experience using Oracle Hyperion, Power BI, Smartsheet
• Exhibit an analytical and creative lens, with a strong desire to innovate and improve

We know there are excellent candidates who might not check all these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $69,400 to $121,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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