Financial Planning Specialist

hace 1 semana

Ciudad de México, Ciudad de México MX003 Marsh And Mclennan Servicios S.A. De Cv A tiempo completo

Job Title: Financial Planning Specialist

Job Summary:

We are seeking a detail-oriented and highly analytical Financial Planning Specialist to join our U.S. & Canada FP&A team based in Mexico City. As a key member of our team, you will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization.

Key Responsibilities:

  • Analyze key performance indicators (KPIs), particularly 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, making 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, tracking and reporting 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.

Requirements:

  • Bachelor's degree in finance, economics, industrial engineering, or related field.
  • 3 to 5 years of relevant experience in financial planning and analysis, preferably 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 We Offer:

  • Join a multinational team.
  • A company with a strong brand, with experience developing solutions for today's 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 culture where diversity is embraced – and you are celebrated and appreciated for who you are.
  • 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 relationships and services.
  • 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.

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