Senior Financial Analyst

Aon; Charlotte (NC); On-site; USD 78,000 - 90,000; Full time

Job summary

Aon is seeking a senior FP&A professional in Charlotte to partner with regional leaders and finance colleagues across North America. You will own end-to-end budgeting, forecasting, variance analysis, and reporting to help business leaders make better decisions.

This role emphasizes building financial models, driving insights, and ensuring GAAP-compliant planning while collaborating across functions in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4+ years of FP&A or financial analysis experience, preferably in insurance or professional services.
• Advanced proficiency in Excel; familiarity with Workday, TM1 or similar planning tools.
• Ability to collaborate across functions, manage multiple priorities, and meet deadlines.
• Strong GAAP knowledge.
• For SF/LA, local Fair Chance ordinances may apply.

Responsibilities

• Lead the development of annual budgets and forecasts, working with partners and finance colleagues regionally.
• Analyze financial performance vs budget, forecast, and prior year, with insights on variances.
• Develop and maintain financial models to support forecasting and decision making.
• Provide timely financial reporting to business leaders and finance stakeholders monthly.
• Partner with Market and Regional leaders to create strategic plans focused on improving financial performance.
• Identify opportunities to streamline financial processes and improve reporting.
• Ensure best practices in financial planning and analysis, ensuring accuracy and consistency in financial data.

Skills

Cross-functional collaboration

Attention to detail

GAAP understanding

Forecasting analysis

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Workday

TM1

Job description

You will partner with of the Regional and Market Leaders as well as Finance colleagues throughout North America to drive actionable analysis and insights to help business leaders make better decisions. This position plays a critical role supporting strategic planning, forecasting, and variance analysis to key Business leaders, as well as owning end‑to‑end reporting and providing actionable business insights.

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

• Lead the development of annual budgets and forecasts, working closely with business partners and finance colleagues around the region to gather inputs and pressure test assumptions.
• Analyze financial performance including actual results compared budget, forecast and prior year, providing key insights on variances.
• Develop and maintain financial models to support forecasting and business decision making, including revenue, expense, profitability, capacity analysis, and scenario planning.
• Provide timely financial reporting package to business leaders and finance stakeholders monthly.
• Partner with Market and Regional leaders to create strategic plans focused on improving financial performance
• Identify opportunities to streamline financial processes and improve financial reporting.
• Ensure best practices in financial planning and analysis, ensuring accuracy and consistency in financial data.

Skills and experience that will lead to success

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4+ years of experience in FP&A, financial analysis, or a related field, with experience in the insurance or professional services industry strongly preferred.
• Advanced proficiency in financial modeling and analysis using Excel; experience with financial planning tools such as Workday, Tm1 or similar systems.
• Ability to work collaboratively across functions & teams, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Organized and strong attention to detail.
• Strong understanding of GAAP.

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.

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 $78,000 - $90,000 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.