Current jobs related to Senior FP&A Analyst - Dallas - Marsh McLennan Agency

  • Senior FP&A Analyst

    4 months ago

    Dallas, United States Integrity Marketing Group LLC Full time

    Job Summary We are seeking a highly skilled Senior FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The Senior FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning....

  • Sr. Financial Analyst

    4 months ago

    Dallas, United States Marsh & McLennan Companies Full time

    Company: Marsh McLennan Agency Description: Senior Financial Analyst - FP&A Marsh & McLennan Agency LLC is a leading insurance brokerage firm delivering innovative solutions to organizations in the U.S. and around the world. In the Southwest Region, our Texas roots date back to 1926. MMA offers commercial insurance brokerage, employee benefits consulting and...

  • Senior Finance Analyst

    3 days ago

    Dallas, United States Wells Fargo Full time

    Lead key management reporting processes including month end close, forecasting, planning, business reviews. Work closely with Central Technology FP&A, our CF - Os, our FP&A team (US and India), and BS - Ls to coordinate all reporting deliverables. Wi Finance Analyst, Finance, Analyst, Senior, Technical, Accounting, Banking, Technology

  • Private Equity Analytics Senior Analyst

    4 months ago

    Dallas, United States LP Analyst Full time

    Job DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...

  • Financial Analyst

    4 months ago

    Dallas, United States NorthPoint Search Group Inc Full time

    Financial Analyst - FP&A - Dallas, TX Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating...

  • Senior Financial Analyst

    1 day ago

    Dallas, United States CI Search Group Full time

    CI Search Group is helping out a rapidly growing company in the Dallas area who is looking to add a Senior FP&A Analyst. This position is Hybrid (2 days WFH). In this role, the Senior FP&A Analyst will work directly with the CFO and make presentations to C-Suite.Responsibilities:Analyze historical and current financial and operational data to assist in...

  • Senior Financial Analyst

    1 day ago

    Dallas, United States CI Search Group Full time

    CI Search Group is helping out a rapidly growing company in the Dallas area who is looking to add a Senior FP&A Analyst. This position is Hybrid (2 days WFH). In this role, the Senior FP&A Analyst will work directly with the CFO and make presentations to C-Suite.Responsibilities:Analyze historical and current financial and operational data to assist in...

  • Senior Financial Analyst

    6 hours ago

    dallas, United States CI Search Group Full time

    CI Search Group is helping out a rapidly growing company in the Dallas area who is looking to add a Senior FP&A Analyst. This position is Hybrid (2 days WFH). In this role, the Senior FP&A Analyst will work directly with the CFO and make presentations to C-Suite.Responsibilities:Analyze historical and current financial and operational data to assist in...

  • Sr FP&A Analyst

    2 months ago

    Dallas, United States Morrell Group Womack Machine Supply Co Full time

    Job Title: Sr FP&A Analyst About Us... Womack Machine Supply and Morrell Group have united to become Womack Group, an industry powerhouse in engineering and industrial solutions. With over 70 years of excellence, Womack's motion control expertise meets Morrell's premier component integration, creating a dynamic force committed to innovation and customer...

  • Senior Financial Analyst

    1 month ago

    Dallas, United States Thomas, Edwards Group Full time

    Job Description Our Dallas based client is looking for a Senior Financial Analyst to join their team. This role will work closely with all levels of the organization, including the "C Suite" executives and other business unit leaders. Qualifications & Requirements Bachelor's degree in Accounting, Finance, or similar field required; Master's degree a plus....

  • Senior Finance Business Analyst

    1 day ago

    Dallas, Texas, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled Senior Finance Analyst to join our Digital Technology and Innovation FP&A Team at Wells Fargo. This individual will lead our core reporting processes, including month-end close, forecasting, and planning, and will be responsible for improving reporting capabilities that meet brand and internal control...

  • Senior Financial Analyst

    13 hours ago

    Dallas, Texas, United States Stride Healthcare Management LLC Full time

    Senior Financial Analyst Job DescriptionWe are seeking a highly skilled Senior Financial Analyst to join our management services healthcare organization. This role is directly under the Chief Financial Officer (CFO) and will work with one other Senior Financial Analyst. This role offers an opportunity for growth to become the future FP&A Director.Key...

  • Senior Financial Analyst

    3 days ago

    Dallas, Texas, United States Stride Healthcare Management LLC Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our management services healthcare organization. This role is directly under the Chief Financial Officer (CFO) and will work closely with one other Senior Financial Analyst. This opportunity offers a chance to grow and become the future FP&A Director.Key...

  • Director - FP&A

    4 months ago

    Dallas, United States WC HOLDINGS MANAGEMENT LLC Full time

    Job DescriptionJob DescriptionThe Director of Financial Planning and Analysis (FP&A) is responsible for directing all company financial planning and analysis functions, transforming operational data into insights for senior management in support of short and long-term financial goals. The Director of FP&A will be responsible for preparing and providing...

  • Financial Planning Analyst

    4 weeks ago

    Dallas, Texas, United States Cvent Full time

    Financial Planning AnalystCventCvent is an organization that embraces diversity and fosters a culture of intrapreneurship, enabling team members to think and act like entrepreneurs. The Financial Planning and Analysis (FP&A) team at Cvent is seeking a Financial Planning Analyst to enhance their operations. This position encompasses a variety of duties within...

  • Senior Financial Analyst, Hybrid

    5 days ago

    Dallas, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionWe have partnered with a fast growing Pre-IPO company in their search for a Senior Financial Analyst. This company has grown aggressively over the past 2 years through acquisitions and organically. The Senior Financial Analyst will be responsible for budgeting, forecasting and planning and will have direct communication with...

  • FP&A Director

    3 months ago

    Dallas, United States Data Analysis Inc. Full time

    Job DescriptionJob DescriptionSUMMARYThe Director, FP&A will have ownership of company-wide budgeting, financial analysis, and reporting of consolidated P&L and business units’ P&Ls, including but not limited to providing company stakeholders with an understanding of the detailed business drivers in P&L variances, customer and item profitability, and...

  • Senior Financial Planning and Analysis Professional

    5 days ago

    Dallas, Texas, United States Integrity Marketing Group LLC Full time

    Senior FP&A AnalystWe are seeking a highly skilled Senior FP&A Analyst to join our growing FP&A department at Integrity Marketing Group LLC. The Senior FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic...

  • Financial Planning Analyst

    4 weeks ago

    Dallas, Texas, United States Cvent Full time

    Position Overview:At Cvent, our workforce is our greatest asset, and we prioritize a culture that promotes entrepreneurial thinking. We encourage our team members to act with the autonomy and decision-making power akin to that of a business owner. We believe in the strength of diverse viewpoints and strive to create an inclusive environment that celebrates...

  • Senior Financial Planning and Analysis Manager

    8 hours ago

    Dallas, Texas, United States CI Search Group Full time

    Senior Financial Analyst - FP&ACI Search Group is partnering with a rapidly growing company in the Dallas area to find a Senior Financial Analyst - FP&A. This is a hybrid role with 2 days of remote work. The successful candidate will work closely with the CFO and present to the C-Suite.Key Responsibilities:Analyze historical and current financial data to...

Senior FP&A Analyst

4 months ago

Dallas, United States Marsh McLennan Agency Full time

Senior Financial Analyst – FP&A


Marsh & McLennan Agency LLC is a leading insurance brokerage firm delivering innovative solutions to organizations in the U.S. and around the world. In the Southwest Region, our Texas roots date back to 1926. MMA offers commercial insurance brokerage, employee benefits consulting and specialized risk management services from its offices in Dallas, Houston, Austin, Abilene, Fort Worth, Lubbock, Midland, Odessa, San Antonio, Shreveport, Baton Rouge, and New Orleans. MMA is built on a strong ethical foundation and a belief that the work we do makes a fundamental difference in our clients’ lives. We strive to bridge the gap between what “big firms” offer and the advice, solutions, and programs that smaller businesses require. MMA prides itself on creating tailored solutions for each client, helping them save money, solve problems and make the best decision for their specific situation. We understand how individuals, companies, families and communities are impacted by what we do and how we do it.


The Senior FP&A Analyst position is a vital contributor to the finance team. This position reports to the Southwest Chief Financial Officer. This position is located in our Dallas, TX office at 8144 Walnut Hill Lane, 16th Floor, Dallas, TX 75231. This is an Exempt position. The position offers various flexible work options, including hybrid/remote options, depending on what is most appropriate for the role.


Primary Responsibilities:


The FP&A Senior Financial Analyst is responsible for supporting the MMA Southwest Finance department. The primary responsibilities of a Senior Financial Analyst include:


  • Responsible for support the development of budgets and monthly forecasts.
  • Analyze financial data and quantitative analyses to support sound and defensible recommendations.
  • Review and conduct complex analysis of financial planning information and reports and make recommendations for changes to management.
  • Conduct complex audit activities to comply with requirements.
  • Maintain best practices policies to maintain compliance with regulatory standards.
  • Communicate with management on a consistent basis.
  • Support the month end close process by preparing recurring / standard and ad hoc reports, researching general ledger activities and variances to budget and prior year.
  • Evaluate financial plans by identifying financial outcomes and potential returns.
  • Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.
  • Identify process improvement opportunities with the FP&A function that may lead to streamlining financial processes, enhancing data accuracy and integrity, and implementing best practices in financial analysis and reporting.
  • Build ad hoc financial models to support business imperatives.


Qualifications:

  • Education: A bachelor's degree in finance, economics, accounting, or related field of study.
  • Experience: 5 to 7 years of significant experience in FP&A including project management.
  • A strong understanding of Excel, Power Point, Power Query, and Power BI. Working proficiency with Oracle Essbase is also preferred.
  • Simplicity minded leader with the ability to digest complex ideas and translate into practical advice.
  • Strong leadership and management skills are essential. This includes the ability to lead and motivate others, set strategic goals, and manage resources effectively.
  • Excellent communication, interpersonal, and negotiation skills are also important for building relationships with internal stakeholders and external partners.
  • Strong analytical and problem-solving skills to identify trends, analyze financials, and develop effective risk mitigating strategies. The ability to think critically, make data-driven decisions, and adapt to changing circumstances is crucial.
  • Not required, however, professional certifications related to finance can be advantageous, including CFA, CPA, CMA, or Data Analysis certification.
  • Strong integrity and values are a must.


Marsh & McLennan Agency LLC , provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, MHBT complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.