Senior Analyst (Financial Planning & Analysis)

TriOptus LLC; Chicago (IL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

MarshMcLennan in Chicago is seeking a Senior Analyst in Financial Planning & Analysis to support global real estate financial management within Corporate Finance. The role emphasizes rigorous analysis, forecasting, and reporting across the organization in a hybrid work setting.

The candidate will contribute to monthly close, develop key metrics, and collaborate with finance and real estate leaders to drive strategic decisions across locations.

Qualifications

• Bachelor's degree in accounting, finance, or business.
• 5+ years of FP&A experience in a fast-paced environment.
• Experience with Oracle and Essbase.
• Ability to lead and collaborate across teams and stakeholders.
• Strong written and verbal communication; project management exposure.
• Strong analytical, planning, and organizational skills.
• Ability to meet deadlines and manage multiple priorities.
• Expertise in financial analysis, reporting, budgeting, and forecasting.

Responsibilities

• Assist in a Global real estate project, perform research and projects to aid key decisions.
• Assist with financial reporting and preparation of forecasts, budgets, and restatements.
• Assist with monthly and annual financial statements and other reports.
• Assist with cross functional allocations.
• Knowledge of the month-end close process and related duties.
• Identify and develop reports to track key metrics.
• Suggest process improvements to enhance efficiency and accuracy.
• Set up cost centers for transitioning locations and global spend reallocations.

Skills

Financial Reporting

Financial Planning & Analysis

MS Excel

Education

Bachelor's degree in accounting, finance, or business

Tools

Oracle

Essbase

Job description

Senior Analyst (Financial Planning & Analysis)

Skills

Financial Reporting, Financial Planning & Analysis, Oracle and Essbase, MS Excel Experience level: Associate MarshMcLennan Chicago, IL 155 N Wacker Dr. Chicago, IL 60606 Experience required: 5 Years Education level: Bachelor's degree Job function: Finance Industry: Insurance Pay rate : $40 per hour Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No This is a hybrid role that will require you to work 2-3 days out of the week at the client's Chicago downtown office.

Job Summary The Finance Analyst will assist in high visibility global project focused on transitioning global real estate financial management into Corporate Finance. The transition will also include transfer of staff and capital assets and the responsibilities will include the following:

• Assist in a Global real estate project, perform special research and projects as required to help make key decisions.
• Assists with all aspects of financial reporting and the preparation of financial forecasts/budgets/restatements.
• Assists with annual and monthly financial statements and other reports and projects, as necessary.
• Assist with cross functional allocations
• Knowledgeable of the month-end close process (e.g., monthly duties assigned to facilitate timely close, including reporting).
• Identify and develop reports to help establish and track key metrics.
• Provide input to ensure accounting systems and processes are continually streamlined via process improvement to achieve greater efficiencies and accuracy.
• Set up cost centers for all locations transitioning. Leads multi-country projects such as reallocation of spend between departments, (including but not limited to) long range planning, tracking and reallocation of spend, staffing planning, and capital assets preparedness. Qualifications

Qualifications

• MS Office with emphasis on intermediate to advanced Excel skills is required (e.g., index/match, pivot tables, multiple if statements).
• Bachelor's degree in accounting, finance, or business. At least 3 - 5 years of solid FP&A experience in a fast-paced dynamic environment.
• Experience with Oracle and Essbase.
• The ability to lead and work effectively on a team and with other functional areas and customers throughout the organization is required.
• This candidate must have excellent interpersonal and organizational skills, and be proactive, resourceful, and results oriented.
• The ideal individual should possess strong written and oral communication skills with some exposure to project management.
• Strong analytical, problem-solving, planning, and organizational skills.
• The candidate should have the ability to meet deadlines, handle multiple priorities, and perform job responsibilities with minimal supervision. Must have:
• Strong expertise in financial analysis, financial reporting, budgeting, forecasting including the ability to analyze financial data, identify trends, and make strategic recommendations.
• Familiarity and proficiency with financial software tools like Oracle and Essbase.
• Strong Excel skills, including proficiency in functions such as index/match, pivot tables, and multiple if statements. Additional Information

Additional Information

• We of course are looking for candidates that can hit the ground running, but we need folks who can handle financial data in large data bases, and a lot of the resumes the folks have not had much exposure to this or from what we can surmise. It would be helpful of course in some cases if there were some examples of this, but if not, we passed on the individual.
• There have been a few resumes that hardly listed much of their skill set or how they used it, and we are not sure of those individuals.
• I think the key items that we are looking for is someone with experience with large data sets using some type of extraction software and doing a lot of analysis review (data analytics) and calculations is a plus. I will consider someone who might have the skill set on a smaller basis, but we need to understand how it was used as the resumes are not always very clear in these situations
• Hope that helps, as some of those resumes where they just listed skills were not helpful, as I tried to see if the skills were current, or some examples were provided.