Strategic FP&A Analyst: Budgets, Forecasting & Insights

Aon; Dallas (TX); On-site; USD 78,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Medical, dental and vision insurance

Paid time off + holidays

Vacation days

Commuter benefits

Tuition assistance

Job summary

Aon in Dallas is seeking a Finance professional to partner with regional leaders to drive budgeting, forecasting and variance analysis. You will own end-to-end planning, build financial models and deliver insights to business leaders to improve performance.

The role requires 4+ years in FP&A, strong Excel modeling and familiarity with planning tools. You will collaborate across teams, ensure GAAP compliance, and provide timely, accurate financial reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 4+ years FP&A or financial analysis experience, preferably in insurance or professional services.
• Advanced proficiency in financial modeling; Excel; experience with Workday, TM1 or similar planning tools.
• Ability to work collaboratively across functions, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Strong GAAP knowledge and attention to detail.

Responsibilities

• Lead the development of annual budgets and forecasts with business partners and finance colleagues across the region.
• Analyze financial performance against budget/forecast and prior year to provide key variance insights.
• Develop and maintain financial models for forecasting, profitability, capacity, and scenario planning.
• Provide monthly financial reporting packages to business leaders and stakeholders.
• Partner with regional and market leaders to implement strategic plans to improve financial performance.
• Identify opportunities to streamline processes and improve reporting; ensure best practices in FP&A.

Skills

FP&A experience

Financial modeling

Cross-functional collaboration

Attention to detail

GAAP knowledge

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

Workday

TM1

Job description

Aon in Dallas is seeking a Finance professional to partner with regional leaders to drive budgeting, forecasting and variance analysis. You will own end-to-end planning, build financial models and deliver insights to business leaders to improve performance.

The role requires 4+ years in FP&A, strong Excel modeling and familiarity with planning tools. You will collaborate across teams, ensure GAAP compliance, and provide timely, accurate financial reporting.