Financial Planning

hace 1 mes

Colonia Bosques de las Lomas, México Mercer A tiempo completo

**Marsh McLennan** is an outstanding professional services firm with more than 150 years of history - we are 76,000 colleagues in four global businesses (Guy Carpenter, Marsh, Mercer, Oliver Wyman) united by a common purpose to **_build the confidence to thrive through the power of perspective._**

We are seeking a detail-oriented, highly analytical **_Financial & Planning Specialist_** to join our U**S & Canada FP&A** team** **based** in Mexico City.**

**Financial Planning & Analysis Specialist - US & CA**

**What can you expect?**
- As an FP&A specialist, you can expect to perform impactful financial analysis, reporting, and recommendations to support the organization.
- You will work closely with the US & CA FP&A Team, as well as Business Unit Leaders and top management stakeholders, to deliver crucial analysis on business performance.
- This role requires strong analytical skills, attention to detail, and the ability to communicate financial information effectively.

**What is in it for you?**
- Join a multinational team.
- A company with a strong brand, with experience developing solutions for todays and tomorrow’s toughest challenges.
- An opportunity to work in a fast growing, innovative company with excellent career opportunities that is** the world’s leading professional services firm in risk, strategy and people.**:

- A **_dynamic, collaborative and inclusive_** culture, where diversity is embraced - and you are celebrated and appreciated for who you are. At _Marsh McLennan_, we believe that diversity, equity, and inclusion power us to do what we do best: protect and promote possibility by helping colleagues and clients grow and communities thrive.
- Work with dynamic colleagues and leaders who are committed to exceeding the high standards set by our clients and by ourselves.
- Opportunity to engage with a team of diverse thinking leaders and other areas of Marsh business across the globe to understand the full scope of client relationship and service.
- A culture of internal mobility, diversity, inclusion, and collaboration.
- Flexible work opportunities for work/life balance.
- We are a people business and we build genuine relationships founded on trust.

**We will count on you to**:

- Analyze the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin.
- Monitor KPIs and identify the cause of any unexpected variances Review and conduct simple analysis of financial planning information and reports and makes recommendations for changes to management.
- Support the management team and Department Leaders with data-driven analysis
- Develop financial models and analyze them to support strategic initiatives.
- Assist in the month end close process by preparing recurring/standard and ad-hoc business performance reporting researching general ledger activities and variances to budget and prior year.
- Evaluate financial plans by identifying financial outcomes and potential returns.
- Prepare financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.
- Assist in the development of budgets and quarterly forecasts; tracks and reports initiatives.
- Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.
- Update financial databases through entering, verifying and securing data.
- Develop and continually improve budgeting, financial projections, and operating forecasts.

**What you need to have**:

- Bachelor's degree in finance, economics, industrial engineering or related field.
- 3 to 5 years of relevant experience in **financial planning** and analysis preferable in multinational companies.
- Excellent written, verbal and presentation skills to effectively interact with colleagues at all levels in English and Spanish.
- Strong stakeholders management skills.
- Advanced Excel proficiency.
- Strong financial modeling and analytical skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong attention to detail, problem-solving abilities and a results-driven mindset.

**What makes you stand out?**
- Proficiency with Business Intelligence Tools (PowerBI, Cliq, etc) is a plus.

Marsh McLennan 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 McLennan 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 McLennan

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