Senior Specialist, Financial Planning & Analysis

Marsh and McLennan

Job Description

Your entrepreneurial mind sparks when you see opportunities!

You’re drawn to opportunities, innovation and new value creation — and that’s why we’re drawn to you. You’re able to take direction as well as create it. You’re flexible, resourceful, and can work around issues and find new routes, where necessary, to a profitable goal. Our company celebrates your way of thinking and doing and would like to meet you for the following position located in our Chicago office:


Senior Specialist, Financial Planning & Analysis


What can you expect?


This position is responsible for collaborating directly with the Marsh Chicago Mid-Market practice, a business unit of approximately $100 million in revenues. This role requires collaboration directly with business partners, as well as finance leaders, and will serve as a critical liaison between finance and the business, serving on the front lines as the face of FP&A, and primary contact on matters relating to month end close, budget and forecast.


The ideal candidate will be proactive, and seeks to enable growth for the business. While this role will primarily focus on core FP&A responsibilities – forecast development, budgeting and supporting the monthly close of the the general ledger – the candidate will be expected to partner with business leaders and colleagues to provide insightful decision support and drive growth objectives.


What is in it for you?

  • Exposure to key business and finance partners across the country

  • Relationships with industry leading producers and account teams

  • Innovative and progressive company culture that respects diversity of thought and inclusion

  • Opportunities to help drive transformative change within the immediate team

  • Hands-on advanced P&L management and business practices in order to prepare you for promotion within 2-3 years.


We will count on you to:

  • Be a leader in enabling growth, and providing insightful leverage to relevant business partners.

  • Be proactive, operate independently with minimal oversight, ensuring timely and accurate project delivery

  • Thrive in a fast-paced environment, welcome accountability, and partners with urgency and enthusiasm with finance colleagues and business stakeholders.

  • Connect with Producers/Account Managers to conduct comprehensive financial account reviews and forecasts, identify risks and opportunities and strategize on maximizing revenue in the portfolio

  • Reconcile actual vs. planned results, explain variances to management and re-forecast as necessary

  • Develop/maintain financial models to enable analytics around trends, performance, and outlook that are consistent throughout the geographies and business units

  • Facilitate management decision-making through the preparation and presentation of financial materials that communicate key insights around business performance and highlight material variances, trends, & risks/opportunities

  • Perform ad hoc analyses on financial data and business requests to monitor tactical decisions and enable strategic decision making

  • Manage the monthly close process including determination of revenue recognition based on supporting documentation, perform account reconciliations and submit journal entries

  • Manage the quarterly forecast, and annual budget process, including any required reporting for the business, with limited oversight

  • Foster service-focused relationships with the business leaders while effectively collaborating with other support functions


What you need to have: 

  • Bachelors required; 3-6 years of experience in financial planning & analysis, controllership or related experience in a global operation

  • Extremely strong understanding and background in accounting, financial analysis techniques and business planning skills

  • Strong analytical skills and business decision support along with effective interpersonal, communication and organizational skills

  • Ability to manage multiple priorities and work with all levels of management

  • Ability to take on special projects as well as ongoing activity


What makes you stand out:

  • A team player who is willing to pitch in wherever needed, even if not directly in the scope of their assigned business portfolios

  • An intellectual curiosity that pushes the candidate to ask key questions, and connect dots to see the bigger picture of the topic at hand, rather than the targeted question being asked

  • A desire to constantly improve and innovate, leading the candidate to examine every task and deliverable with an eye towards potential improvement and/or further ability to streamline

  • A change agent who’s confident proposing ideas and capable of building consensus


Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s 76,000 colleagues advise clients in 130 countries.  With annual revenue over $17 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and wellbeing for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter or subscribe to BRINK.


Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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