Senior Financial Analyst | Financial Planning

Hybrid

At Marsh McLennan, our award-winning, inclusive culture is built by extraordinary people. The work we do has purpose, and the people who join us help create real impact every day. If you’re looking for a role where your ideas matter and your work helps shape business decisions, this could be the opportunity for you.

Marsh McLennan Agency (MMA) provides insurance solutions for businesses, employee benefits, retirement, and private client insurance to organizations and individuals across North America. We bring together the personalized service of a local advisor with the strength and resources of a global leader in professional services, Marsh McLennan (NYSE: MMC).

What you’ll do

As a Senior Financial Analyst on our Finance / Financial Planning team, you’ll play an important role in delivering strategic analysis that supports key business decisions. In this role, you will:

• Analyze monthly accounting close results and financial performance.
• Build forecasts for the upcoming months of the year.
• Partner with the Revenue team and client accounts to explain variances.
• Work closely with the Commercial team to support the business with financial insights.
• Prepare strategic analysis and reports that help guide the business.
• Identify opportunities to improve and automate processes.

What we’re looking for

We’d love to hear from you if you have:

• A bachelor’s degree or engineering degree in Actuarial Science, Finance, Accounting, Economics, or a related field.
• At least 2 years of experience in financial analysis, financial planning, or a similar role.
• Knowledge of transaction reporting, accounting processes, and financial processes.
• Experience working with ERP and cloud-based financial systems; familiarity with HFM, Anaplan, and/or Power BI is a plus.
• Advanced Excel skills, including pivot tables and database organization for account reconciliation.
• Advanced English.

Nice to have

These experiences would be a great bonus, but are not required:

• Experience working in multinational companies.
• Experience collaborating with teams in the United States and/or Canada.
• Strong ability to connect data and turn it into clear, actionable analysis for different audiences.

We know great candidates don’t always check every box. If this role sounds like a strong fit for your background and interests, we encourage you to apply.

What you’ll get

We value the impact our colleagues make every day, both at work and beyond. That’s why we offer a culture focused on well-being, growth, and meaningful work. Some of the benefits of this role include:

• A hybrid work model.
• Monday through Friday schedule, 8:00 a.m. to 5:00 p.m.
• Opportunities for growth and professional development.
• A collaborative, high-impact work environment.
• Exposure to strategic analysis with regional scope and modern financial tools.

Why join this team?

This is a great opportunity to work closely with commercial and finance teams, build both technical and business skills, and be part of a group that values collaboration, initiative, and clear communication. You’ll gain hands-on experience in financial planning, process automation, and strategic analysis within a global company.

Who we are

At Marsh McLennan, we foster an inclusive and flexible culture that celebrates the diverse backgrounds, experiences, and perspectives of our colleagues and clients. We’re looking for people with integrity, talent, and ambition who want to make a difference in a customer-focused environment.

Marsh McLennan is committed to a diverse, inclusive, and flexible workplace. We strive to attract and retain the best people and welcome diversity in age, background, disability, ethnicity, family responsibilities, gender, gender expression or identity, marital status, nationality, parental status, social or personal status, political affiliation, race, religion or beliefs, sex, sexual orientation, skin color, veteran status, or any other characteristic protected by applicable law. If you need an accommodation for a specific reason, please contact [email protected].

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 creating 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, or any other characteristic protected by applicable law.

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.