Sr. Financial Analyst - FP&A

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Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Senior Financial Analyst FP&A

Marsh & McLennan Agency LLC is a leading insurance brokerage firm delivering innovative solutions to organizations in the U.

S. and around the world. In the Southwest Region, our Texas roots date back to 1926. MMA offers commercial insurance brokerage, employee benefits consulting, and specialized risk management services from its offices in Dallas, Houston, Austin, Abilene, Fort Worth, Lubbock, Midland, Odessa, San Antonio, Shreveport, Baton Rouge, and New Orleans.

MMA is built on a strong ethical foundation and a belief that the work we do makes a fundamental difference in our clients’ lives.

We strive to bridge the gap between what big firms offer and the advice, solutions, and programs that smaller businesses require.

MMA prides itself on creating tailored solutions for each client, helping them save money, solve problems, and make the best decision for their specific situation.

The Senior FP&A Analyst position is a vital contributor to the finance team. This position reports to the Southwest Chief Financial Officer and is located in our Dallas, TX office at 8144 Walnut Hill Lane, 16th Floor, Dallas, TX 75231.

This is an Exempt position. The position offers various flexible work options, including hybrid / remote options, depending on what is most appropriate for the role.

Primary Responsibilities

• Responsible for supporting the development of budgets and monthly forecasts.
• Analyze financial data and quantitative analyses to support sound and defensible recommendations.
• Review and conduct complex analysis of financial planning information and reports and make recommendations for changes to management.
• Conduct complex audit activities to comply with requirements.
• Maintain best practices policies to ensure compliance with regulatory standards.
• Communicate with management on a consistent basis.
• Support the month-end close process by preparing recurring / standard and ad hoc reports, researching general ledger activities and variances to budget and prior year.
• Evaluate financial plans by identifying financial outcomes and potential returns.
• Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.
• Identify process improvement opportunities with the FP&A function that may lead to streamlining financial processes, enhancing data accuracy and integrity, and implementing best practices in financial analysis and reporting.
• Build ad hoc financial models to support business imperatives.

Qualifications

• Education : A bachelor's degree in finance, economics, accounting, or related field of study. MBA or master’s degree preferred.
• Experience : 5 to 7 years of significant experience in FP&A including project management.
• A strong understanding of Excel, PowerPoint, Power Query, and Power BI. Working proficiency with Oracle ESSBASE is also preferred.
• Simplicity-minded leader with the ability to digest complex ideas and translate them into practical advice.
• Strong leadership and management skills are essential. This includes the ability to lead and motivate others, set strategic goals, and manage resources effectively.
• Excellent communication, interpersonal, and negotiation skills are also important for building relationships with internal stakeholders and external partners.
• Strong analytical and problem-solving skills to identify trends, analyze financials, and develop effective risk mitigating strategies.

The ability to think critically, make data-driven decisions, and adapt to changing circumstances is crucial.

• Not required, however, professional certifications related to finance can be advantageous, including CFA, CPA, CMA, or Data Analysis certification.
• Strong integrity and values are a must.

Marsh & McLennan Agency LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, MHBT complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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