Financial Analyst – Finance Department jobs in United States
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Marsh McLennan Agency · 19 hours ago

Financial Analyst – Finance Department

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee health solutions, committed to delivering impactful work through a diverse and talented workforce. The Financial Analyst will support the CEO and executive leadership by conducting financial data analysis, managing budgets, and preparing financial reports to facilitate decision-making.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Serve as a trusted business partner to the CEO and executive leadership team, focusing on assessing organizational performance against budgets and long-term strategy
Conduct financial data analysis and modelling using Excel and other tools to support senior management decision-making
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, and provide strategic and tactical recommendations based on financial analysis
Assist with financial statement preparation, ensuring timely and accurate reporting, and serve as the escalation point for accounts receivable, accounts payable, and billing issues

Qualification

Financial data analysisBudget planningCost controlExcel proficiencyAccounting knowledgeCPAMBAInsurance industry experienceProfessional services experience

Required

5+ years of experience
Bachelor's degree
Significant experience in or knowledge of accounting

Preferred

CPA and/or MBA
Insurance industry or professional services experience

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase