Financial & Planning Specialist - US and Canada

About the role

Marsh is looking for a detail-oriented, analytical Financial & Planning Specialist for its US and Canada practice, based in Mexico City (Arcos Bosques). The specialist supports financial forecasting, budgeting and analysis to back strategic decisions, working closely with the management team and department leaders.

Key responsibilities

• Analyze trends in key performance indicators, especially financial metrics such as sales, expenses and profit margin, and monitor them to find causes of unexpected variances.
• Review and analyse financial planning information and reports, recommend changes to management, and support management and department leaders with data-driven analysis.
• Develop and analyse financial models to support strategic initiatives.
• Support the month-end close by preparing recurring and ad-hoc performance reports, researching general ledger activities and budget variances.
• Evaluate financial plans by identifying outcomes and potential returns, and prepare financial presentations with charts, graphs and econometric models.
• Assist in developing budgets and quarterly forecasts, track and report initiatives, and update financial databases.
• Continually improve budgeting, financial projections and operating forecasts.

Required profile

• Bachelor's degree in accounting, actuarial science, finance, economics, industrial engineering or a related field.
• 3 to 5 years of experience in financial planning and analysis, preferably in multinational companies.
• Advanced English, written and spoken.
• Ability to work independently and collaboratively in a fast-paced environment, with strong attention to detail and stakeholder management.

Required skills

• Advanced Excel proficiency.
• Strong financial modeling and analytical skills.
• Accounting expertise (accruals, deferrals, etc.).
• Nice to have: Business intelligence tools such as Power BI, Anaplan and HFM/EPM.

The role is hybrid: colleagues must be in the local office or onsite with clients at least three days per week, with an anchor day each week for the team.