Financial Analyst - MMA Finance - Marsh & McLennan Agency - White Plains
Marsh & McLennan Companies - White Plains, NY

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Marsh & McLennan Agency LLC, a subsidiary of Marsh Inc., the world’s leading insurance broker and risk advisor, was established in 2008 to meet the needs of mid-sized businesses in the U.S. The firm operates independently from Marsh to offer commercial property, casualty, personal lines, and employee benefits to clients across the U.S.
      Marsh Inc. has over 23,000 employees and provides advice and transactional capabilities to clients in over 100 countries. Marsh is a unit of Marsh & McLennan Companies, a global professional services firm with approximately 52,000 employees and annual revenue exceeding $10 billion. Marsh & McLennan Companies is also the parent company of Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy. MMC’s stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges and it web site is Marsh’s Web site is

      The successful candidate will exemplify Marsh’s IGNITE Operating Principles, the behaviors that guide our conduct and growth - In Touch: Get out in front by being informed and being connected; Genuine: Be authentic with clients and each other; Nimble: Be flexible and move quickly to deliver quality results; Inclusive: Be open to diverse ideas, experiences and backgrounds; Trusted: Stand for integrity and ethical behavior; and Engaged: Actively participate in making Marsh extraordinary.

      We are seeking a Financial Analyst in our MMA Finance department. The Financial Analyst will report to the MMA CFO, be a key part of the MMA finance team and support financial planning and reporting for Marsh & McLennan Agency LLC, financial due diligence on acquisition targets and financial integration for newly acquired spoke and fold-in agencies .

      Essential Functions · Preparation and maintenance of Monthly reporting and forecasting packs
      · Work with hub agency finance teams on the collection and analysis of line of business information and NC&F
      · Client revenue analytics
      · Distribution of monthly reports to hub agencies (P&L and Forecast)
      · Input of forecasting data into EPM
      · Explore the opportunity to use EPM web forms or leverage EPM as an input tool more widely across the agencies
      · Utilize Excel, and other tools to conduct data analysis and financial modeling to provide profitability and other analysis for senior management.
      · Quarterly Premium Volume report
      · Consolidation of Revenue Sharing Report
      · Assist in review and analytics of monthly results
      · Circle of Champions Quarterly calculation
      · Assist in the annual budget process (preparation of template, consolidation of data, reconciliation between EPM and local AMS)
      · Optimize online reporting and forecasting tools
      · Liaise with Marsh North America finance team and Marsh Corporate FP&A in ad hoc financial information requests
      · Assist MMA and Agency Finance teams with financial due diligence including preparation of due diligence report, onsite visits to the target and validation of financials and proforma adjustments
      · Assist hub agencies with the finance integration of newly acquired spoke and fold-in agencies
      · Bachelor’s Degree
      · Minimum 5-10 years professional finance-related experience.
      · Excellent financial modeling and analytical skills.
      · Capable to manage multiple projects in a fast paced, team based, and time sensitive environment
      · Excellent communication and interpersonal skills
      · Advanced Excel capabilities and working knowledge of EPM.
      · Proficient in Word and PowerPoint.
      Job Financial Analysis
      Primary Location US-NY-White Plains

      Marsh & McLennan Companies and its Affiliates are equal opportunity employers

      Marsh & McLennan Companies - 19 months ago - save job - block
      About this company
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      Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and...