Financial Planning

3 weeks ago


Philadelphia, United States WTW Full time

**Note**:Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

**The Role**
- Assist in various aspects of monthly financial reporting and analysis.
- Collaborate with finance colleagues and analysts to determine and execute suitable reporting, planning, forecasting, and analytical solutions in a timely manner
- Demonstrate an understanding of a Profit & Loss Statement
- Perform control and reconciliation between management finance systems and financial reports.
- Understand the Planning process and assist with establishing yearly Plans.
- Maintain a prominent level of quality control on reporting and analytical deliverables
- Collaborate on ways to improve process/efficiency of assigned Finance deliverables
- Participate in other ad hoc projects as they arise
- Support the team tools/databases/workflows as well as reporting templates/models

**The Requirements**
- 1-3 years of related work experience preferred.
- Record of working on multiple projects and priorities simultaneously, with the ability to adapt to the changing needs of the project demands while meeting deadlines.
- Flexibility and ability to diagnose and problem solve and present solutions
- Detail oriented with excellent quantitative and analytical skills
- The ability to see the "big picture," and ”think outside the box” leveraging the appropriate resources to address challenges
- Academic understanding of finance and accounting
- Working knowledge of Alteryx/Microsoft/Oracle products with emphasis on Excel/PowerPoint/Smart view/Hyperion/Alteryx Designer & Server Oral and written fluency of the English language is a must

**Company Benefits**

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

- **Health and Welfare Benefits**:Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- **Leave Benefits**:Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( _Washington State only _)
- **Retirement Benefits**:Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

**EOE, including disability/vets



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