Financial Analyst - Finance Department

Financial Analyst – Finance Department

Our not‑so‑secret sauce. Award‑winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Financial Analyst at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Financial Analyst on the Finance team, you’ll serve as a trusted business partner to the CEO and executive leadership team, focusing on assessing organizational performance against budgets and long‑term strategy. You will conduct financial data analysis and modelling using Excel and other tools to support senior management decision‑making. Your key responsibilities will include establishing annual objectives, managing long‑term budget planning and cost control, automating processes, and developing ongoing financial reports.

You will also collaborate with the MMA regional finance team on forecasting, budgeting, and related initiatives. Preparing regular financial analytics, track producer recognition program calculations, and provide strategic and tactical recommendations based on financial analysis. Other duties include assisting with financial statement preparation, ensuring timely and accurate reporting, and serving as the escalation point for accounts receivable, accounts payable, and billing issues.

We’d love to meet you if your professional track record includes these skills:

• 5+ years of experience.
• Bachelor’s degree
• Significant experience in or knowledge of accounting.

These additional qualifications are a plus, but not required to apply:

• CPA and/or MBA
• Insurance industry or professional services experience

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well‑being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

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

To learn more about a career at MMA, check out our website or flip through our recruiting brochure.

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We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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