MM
Marsh McLennanInvestment Operations Analyst
Investment Operations Analyst supporting investment monitoring and reporting for alternative asset funds. Analyze financial statements and assist in AI integration within Mercer’s process.
About the role
- Manage and oversee the annual budgeting, monthly forecasting, and long-range financial planning processes, ensuring alignment with organizational goals.
- Develop and maintain complex financial models to support decision-making across various business units and projects.
- Analyze financial data to identify trends, variances, risks, and opportunities for improvement, providing actionable insights to senior management.
- Collaborate with cross-functional teams to gather relevant information for financial analysis and ensure alignment of financial plans with strategic objectives.
- Lead the monthly financial reporting process, including variance analysis and management reporting.
- Prepare and maintain management dashboards that provide key performance indicators (KPIs) and other critical metrics.
- Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
- Prepare ad-hoc financial analyses and reports as needed to support decision-making.
- Assist in the evaluation of potential investments, mergers, and acquisitions to support growth initiatives.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field.
- Minimum 3 years of experience in financial planning and analysis
- Experience with inventory management, warehousing, and distribution a plus.
- Strong financial modeling and analytical skills.
- Proficiency in Microsoft Excel and financial software applications such as NetSuite.
- Knowledge of BI tools (e.g., Tableau, Power BI) and SharePoint is a plus.
- Strong knowledge of accounting principles and financial statement analysis.
- Excellent communication and interpersonal skills, with the ability to present complex financial information clearly and concisely.
- Strong attention to detail and problem-solving abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
Benefits
- Heath, dental, and vision coverage programs (including competitive deductible and reimbursement policy)
- Short-term and long-term disability and life insurance coverage options
- 403B plan with matching
- Generous and flexible paid time off policy
- Volunteer time off policy
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
IT
Iambic TherapeuticsFP&A Manager
FP&A Manager overseeing financial planning for Discovery and Preclinical teams at biotech firm. Providing financial insights and collaborating with cross - functional groups in San Diego HQ.
Senior Associate in Alternative Investment Services Bank Loans Operations monitoring and processing custody related events for financial services. Ensuring accurate record keeping and timely problem resolution to mitigate risk.
Managing day - to - day service delivery and operational activities for a functional team in fund accounting. Role requires technical expertise and leadership in financial services industry.
UH
Uwi (AI Recruiter by HeroHunt.ai)Operations Finance Manager
Operations Finance Manager supporting manufacturing performance across Lonza’s global network by providing insights and improving performance measures. Drive operational visibility and strategic initiatives for better decision - making.
VG
Victorian GovernmentManager, Investment Analytics and Insights Operations
Manager leading investment modelling and analytics team for road and rail assets in Victoria. Overseeing operations and contributing to multidisciplinary projects in a dynamic environment.
VG
Victorian GovernmentManager, Investment Analytics and Insights Assurance
Manager overseeing investment modelling activities for rail and road assets at the Department of Transport and Planning. Ensures data quality and continuous improvement in analytics processes.
US
Univar SolutionsFP&A Analyst
FP&A Analyst at Univar Solutions preparing financial reports and assisting with annual corporate planning processes. Involves monthly reporting and variance analysis for Canada Corporate P/L.
OB
Ortiz Property Group @ REAL BrokerVice President, Finance
Vice President of Finance at AgentSync overseeing financial strategy, operations, and reporting to ensure company growth and fiscal health. Collaborating closely with the CEO and executive team.
BS
Beta Systems SoftwareFinancial Accountant
Financial Accountant responsible for accounting of medium - sized groups in Berlin. Collaborating internationally and managing various accounting tasks using SAP.