Regional Financial & Planning Specialist - LAC

5 Hours ago • 3-5 Years

Job Summary

Job Description

The Financial & Planning Specialist will be responsible for assisting with financial forecasting, budgeting, and analysis. They will develop financial models, analyze KPIs, support strategic initiatives, and prepare financial reports and presentations. They will also assist in the month-end close process and ensure sound fiscal management. The candidate will also be responsible for preparing financial planning information by collecting, analyzing, and summarizing data and trends and also developing and continually improving budgeting, financial projections, and operating forecasts. They should have strong communication skills to interact with colleagues at all levels in English and Spanish.
Must have:
  • 3-5 years of relevant experience in financial planning.
  • Excellent written, verbal, and presentation skills in English and Spanish.
  • Strong financial modeling and analytical skills.
  • Advanced Excel proficiency.
Good to have:
  • Proficiency with Business Intelligence Tools (PowerBI, Cliq, etc).
  • Good verbal and written communication skills in Portuguese.
Perks:
  • Professional development opportunities.
  • Vibrant and inclusive culture.

Job Details

Company:

MMC Corporate

Description:

We are seeking a detail-oriented, highly analytical Financial & Planning Specialist to join our Strategic Insights Team based in Mexico City.

The FP&A Specialist will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of financial planning, and excellent communication abilities.

Regional Financial & Planning Specialist - LAC

We will count on you to:

  • Analyze the trends of key performance indicators (KPIs), especially relating to 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 and makes 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.
  • Conduct basic audit activities in order to comply with requirements.
  • Communicate with management on a consistent basis, to ensure sound fiscal management.
  • 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; tracks and reports 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.

What you need to have: 

  • Bachelor's degree in finance, economics, industrial engineering or related field.
  • 3 to 5 years of relevant experience in financial planning and analysis preferable 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 makes you stand out?
  • Proficiency with Business Intelligence Tools (PowerBI, Cliq, etc) is a plus.
  • Good verbal and written communication skills in Portuguese is desired

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.}
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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