Oliver Wyman - FP&A Lead

Fp&A Lead

At Oliver Wyman, a Marsh business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments.

As a business of Marsh, we work alongside the world's leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective.

Oliver Wyman is seeking a FP&A Lead with a strong finance foundation and advanced analytical and technical skills to join its Corporate FP&A team. This role combines deep expense analytics, reporting ownership, automation, and actionable insights to help the business manage expenses and support strategic decision-making. The FP&A Lead will ensure the accuracy of reporting data, collaborate with the team to design and maintain the automated reporting dashboards, and lead AI-driven projects. This role requires a high degree of independence, proactive identification of opportunities and risks, and a focus on driving process and reporting improvements.

Key Responsibilities:

• Monthly Reporting and Analysis
• Forecasting, Budgeting and Planning
• Data Visualization and Reporting Automation
• Special Projects as needed

Experience Required:

• Bachelor's Degree in Accounting or Finance or equivalent.
• Advanced experience with Tableau and Tableau Prep and/or other BI Tools, data visualization etc..
• 6+ years of progressive FP&A experience, ideally in a multi-national professional services environment.
• Excellent communication and presentation skills; ability to influence senior stakeholders.
• Advanced Microsoft Excel skills (modeling, data manipulation, structured analysis).
• Experience with enterprise financial systems and planning tools (e.g., Oracle, SmartView, Oracle EPM, Hyperion Planning) strongly preferred.

Preferred Qualifications:

• Proven experience in AI and automation for finance and a willingness to apply/scale automation to improve reporting, forecasting, and operational efficiency.
• Proven ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven environment with a high degree of ownership.
• Proven experience leading analytics or automation projects end-to-end.
• Strong experience with budgeting and forecasting, P&L analysis, and cost allocations; ability to explain drivers and implications to non-finance partners.
• Highly organized with strong attention to detail and a continuous improvement mindset.
• Strong initiative to learn, grow, and expand responsibilities; proactive problem-solver who can work independently and escalate appropriately.
• Track record of creating operational efficiencies through report automation, financial modeling, and improved forecasting/planning processes.
• Strong analytical and accounting/financial planning background with the ability to translate data into clear business narratives.

The applicable base salary range for this role is $115,000 to $140,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.