Financial Analyst

Company:

Description:

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

BRIEF DESCRIPTION

The primary role of the Financial Analyst is to support financial planning and analysis for the East Region of Marsh McLennan Agency. The Financial Analyst collaborates with internal stakeholders to gather data, analyze and interpret financial information, and prepare reports, presentations, and other deliverables for senior and executive leadership to help inform business decisions.

 
ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

• Collaborate with stakeholders across departments to collect and validate financial data.
• Leverage Excel and Power BI to conduct detailed financial analysis to support planning, forecasting, and decision-making processes.
• Prepare comprehensive reports, presentations, and dashboards for senior leadership, highlighting key insights and trends.
• Support the development of financial models and scenarios to inform decisions and strategic initiatives.
• Assist in the ongoing monitoring of financial performance against budgets and forecasts.
• Contribute to process improvements within the finance function to enhance reporting accuracy and efficiency.

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Accounting, Finance, Business, Management Information Systems, Data Analytics, or a related field, or equivalent experience.
• Experience in accounting, finance, or data analytics within professional or financial services.
• Prior experience within an insurance carrier or brokerage environment is strongly preferred.

KNOWLEDGE, SKILLS AND ABILITIES

• Advanced Microsoft Excel skills.
• Basic proficiency with PowerBI. 
• Excellent written and verbal communication skills, with the ability to present complex data clearly and effectively.
• Demonstrated ability to develop impactful presentations, reports, and deliverables.
• Ability to work collaboratively in a team environment and interact effectively with stakeholders across various departments and disciplines.
• Analytical mindset with strong attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Proactive problem-solving skills and ability to exercise independent judgment and discretion.

 
PHYSICAL DEMANDS AND WORK ENVIRONMENT

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is:
  • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
  • Occasionally required to stand and walk;
  • Extensive use of computer and keyboard and viewing of computer screen is required;
  • Specific vision abilities required by this job include vision, and ability to adjust focus.
• Other working conditions are normal for an office environment.

WORK LOCATION

• Work is typically performed in a hybrid manner on site at MMA East’s Conshohocken, PA office.

The applicable base salary range for this role is $47,900 to $71,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.

Marsh McLennan 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, 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 [email protected]

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