Senior Specialist, FP&A

Quest Oracle Community; New York, Northern (NY, KY); Hybrid; USD 95,000 - 189,000; Full time

Job summary

Marsh is seeking a Senior Specialist, FP&A to join our People & Investments business in a hybrid role based in Midtown Manhattan, NY. The position focuses on budgeting, forecasting, reporting, and financial analysis across the US & Canada region.

The role requires 5+ years in FP&A, a finance degree, and proficiency with Power BI, Oracle SmartView, Excel, and PowerPoint. Collaboration across teams and leadership-facing insights are key components.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum 5 years of FP&A experience.
• Strong knowledge of financial systems and tools such as Power BI and Oracle SmartView.
• Proficiency in Excel and PowerPoint.
• Strong analytical and problem-solving skills to interpret data and drive actionable insights.

Responsibilities

• Execute revenue budgeting and reporting deliverables for US Zones in US & Canada.
• Provide FP&A support for Region Management and deliver insights to leadership.
• Prepare reports and presentations summarizing analyses and results.
• Deliver sales reporting updates for monthly forecast calls.
• Build and maintain financial models to analyze key drivers.
• Improve reporting, analysis, budgeting, and forecasting quality for US & Canada.
• Collaborate across teams to resolve issues and provide strategic direction.
• Support business and operational decision making.
• Contribute to ad hoc analyses for US Practice finance teams.

Skills

Analytical thinking

Problem solving

Team player

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Power BI

Oracle SmartView

Excel

PowerPoint

Job description

Marsh is seeking candidates for a Senior Specialist, FP&A to join our People & Investments business. This is a hybrid position with three days required working from our midtown Manhattan office.

We will count on you to:

• Execute revenue budgeting and other reporting deliverables for all US Zones within the US & Canada region.
• Provide financial planning, analysis, and reporting support for the Region Management Division.
• Deliver insights and recommendations for leadership by preparing reports and presentations that summarize analyses and results.
• Provide sales reporting updates to US Zone leadership for monthly sales forecast calls.
• Build and maintain financial models to analyze key financial drivers across the business.
• Enhance financial processes to improve the quality of reporting, analysis, budgeting, and forecasting for the US & Canada region.
• Collaborate across teams to resolve complex issues and provide strategic direction.
• Provide support for business and operational decision making.
• Potentially work on ad hoc financial analyses in support of US Practice finance teams within the US & Canada region.

What you need to have:

• A Bachelor's degree in Finance, Accounting, or a related field
• A minimum of 5 years of experience in an FP&A focused role
• Strong understanding of financial systems and tools, such as Power BI and Oracle SmartView
• Proficiency in Excel and PowerPoint
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and create effective messages that drive actionable results

What makes you stand out:

• A team player who contributes where needed, even if not directly in the scope of their assigned responsibilities.
• Being intellectually curious, asking questions, and challenging the status quo in a positive manner to drive effective outcomes.
• A desire to drive process improvement, innovate, and eliminate manual or redundant tasks.
• Familiarity with AI tools.

Why join our team:

• Be part of a supportive and inclusive work environment that values diverse perspectives and encourages innovation.
• We help you be your best through professional development opportunities, interesting work and with support from leadership.
• Contribute to a company that is dedicated to excellence, integrity, and delivering exceptional value to clients.
• 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. For more information, visit marsh.com, or follow us on LinkedIn and X.

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 $94,600 to $189,000.

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.