Senior Manager, FP&A

CFA Institute; New York (NY); Hybrid; USD 115,200 - 230,000; Full time

Benefits offered by this job

Health benefits

401K savings plan

Tuition assistance

Job summary

Marsh Corporate seeks a Senior Manager, Financial Planning and Analysis for its Corporate FP&A team in New York, NY. This hybrid role requires at least three days in the office weekly and reports to the Head of Financial Strategy & Analysis.

You will lead analytical projects, develop impactful presentations for senior leadership, and support consolidation efforts. Required: 5+ years in Finance/Accounting, advanced Excel and PowerPoint, and familiarity with major data providers.

Qualifications

• Bachelor's degree in Finance, Accounting or Economics is required.
• Minimum of 5 years of experience in Finance and/or Accounting.
• Advanced proficiency with Excel and PowerPoint.
• Familiarity with financial data providers such as FactSet, Bloomberg or Capital IQ.
• Strong financial modeling skills in Excel.
• Experience with Hyperion Planning, Essbase and Oracle Financials is preferred.
• Excellent written ability to craft narratives around financial results.

Responsibilities

• Execute analytical projects delivering insights for senior management on FP&A topics.
• Create compelling presentations for Board and Executive leadership.
• Contextualize MMC financial planning with industry and competitor data.
• Perform portfolio optimization and capital allocation analyses.
• Monitor macro indicators to shape budget, forecast and earnings processes.
• Build and maintain financial models for scenario analyses and decision making.
• Conduct competitor analyses to drive management insight.
• Support FP&A consolidations on earnings deliverables and monthly results.

Skills

Advanced Excel

PowerPoint

Financial modeling

Strategic analysis

Written communication

Education

Bachelor's Degree in Finance, Accounting or Economics

Tools

FactSet

Bloomberg

Capital IQ

Hyperion Planning

Essbase

Oracle Financials

Job description

Company

Marsh Corporate

Description

We are seeking a talented individual to join our team at Marsh as a Senior Manager, Financial Planning and Analysis for our Corporate FP&A team based out of our New York, NY office.

This is a hybrid role that requires working at least three days a week in the office. This position will report to the Head of Financial Strategy & Analysis in MMC Corporate FP&A and also provide some support to the Head of Corporate FP&A Reporting and Consolidations.

We will count on you to:

• Execute analytical projects that generate insights for senior management on a diverse range of FP&A topics
• Create compelling, impactful presentations to assist in senior management communications and driving outcomes with the Board of Directors, Executive Committee, Finance Leadership Team, and CEOs and CFOs of our businesses
• Conduct analyses and projects that contextualize MMC financial planning with both industry data and competitor performance
• Perform portfolio optimization and capital allocation analytics to provide insights on value creation
• Monitor, summarize and produce analyses on macro‑economic indicators to help shape strategy, budget, forecast and earnings processes
• Build and maintain financial analytical models to answer questions, perform scenario analyses, and guide decision making
• Execute compelling competitor analyses that drive insight for senior management and facilitate decision making
• Provide support to corporate FP&A consolidations team on key earnings deliverables
• Lend occasional support to FP&A consolidations team, given availability, on monthly results reporting and outlook
• Participate at times, in group peer reviews of select monthly and quarterly corporate consolidations deliverables related to forecasts, earnings calls and EC / Board meetings
• Provide support on requests received from other finance and non‑finance functions for analysis and presentations - Treasury, Controllership, Communications, Legal, HR
• Assist in the preparation of annual budget targets for the businesses, learn to update the long‑term forecasting model

What you need to have:

• Bachelor's Degree with a concentration in Finance, Accounting or Economics required
• A minimum of 5 years of experience in Finance and/or Accounting
• Advanced proficiency with Excel, PowerPoint
• Familiarity with financial data providers (FactSet, Bloomberg, Capital IQ)
• Financial modeling skills in Excel
• Experience with Hyperion Planning, Essbase, and Oracle Financials preferred
• Strong writing abilities with emphasis on facility in crafting narratives around financial results and analyses

What makes you stand out:

• MBA, CPA, CFA, or other master's level Finance/Accounting Degree.
• Experience in equity or fixed income research, financial and strategy consulting, or investment banking, with a concentration in Professional Services and P&C insurance sector being a plus
• Experience in the P&C insurance sector as a broker, underwriter, or actuary
• Familiarity with predictive analytics / AI tools
• Advanced proficiency with Excel and PowerPoint, along with familiarity with financial data providers (FactSet, Bloomberg, Capital IQ)

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well‑being

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office‑based teams will identify at least one "anchor day" per week on which their full team will be together in person.

The applicable base salary range for this role is $115,200 to $230,000.

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.