Financial Analyst
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Chesterfield • Kansas, Montana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as a trusted business partner to the CEO and executive leadership team
- Focus on assessing organizational performance against budgets and long-term strategy
- Conduct financial data analysis and modelling using Excel and other tools
- Establish annual objectives, manage long-term budget planning and cost control
- Automate processes and develop ongoing financial reports
- Collaborate with the MMA regional finance team on forecasting, budgeting, and related initiatives
- Prepare regular financial analytics, track producer recognition program calculations
- Provide strategic and tactical recommendations based on financial analysis
- Assist with financial statement preparation, ensuring timely and accurate reporting
- Serve as the escalation point for accounts receivable, accounts payable, and billing issues
Requirements
- 5+ years of experience
- Bachelor’s degree
- Significant experience in or knowledge of accounting
- CPA and/or MBA (additional qualifications are a plus but not required)
- Insurance industry or professional services experience (additional qualifications are a plus but not required)
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial data analysisfinancial modelingbudget planningcost controlfinancial reportingExcelautomation of processesfinancial statement preparationanalyticsforecasting
Soft skills
strategic recommendationstactical recommendationscollaborationcommunicationorganizational performance assessmentproblem-solvingtrustworthinessleadershipinterpersonal skillsescalation management
Certifications
CPAMBA