Oliver Wyman - FP&A Lead

Company:

Oliver Wyman

At Oliver Wyman, a business of Marsh (NYSE: MRSH), we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments. We partner with Marsh Risk, Guy Carpenter, and Mercer to build resilience and competitive advantages. 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 an 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. The FP&A Lead will ensure accurate reporting data, collaborate with the team to design and maintain automated dashboards, and lead AI‑driven projects. The role requires a high degree of independence, proactive identification of opportunities and risks, and a focus on driving process and reporting improvements.

Monthly Reporting and Analysis

• Lead monthly expense reporting for stakeholders, emphasizing clear analysis, insights, and recommended actions.
• Partner with stakeholders to understand variances, evaluate trade‑offs, and support active management of departmental expense against budget/forecast.
• Coordinate monthly close activities with local controllers to ensure accurate expense coding, timely accruals, and appropriate cost‑center alignment.
• Prepare and deliver materials that clearly communicate performance trends, drivers, risks, and opportunities to influence decision‑making.
• Manage non‑billable project codes and approval matrix for the procurement system.

Forecasting, Budgeting and Planning

• Own key components of periodic forecasting cycles and the annual budget/planning process for assigned functions/regions.
• Build and enhance financial models to improve forecasting accuracy and enable scenario analyses.
• Support resource planning and expense management discussions by translating business assumptions into financial impacts and actionable recommendations.
• Drive efficient monthly forecasting of function expenses by incorporating AI and other automation.

Data Visualization and Reporting Automation

• Design, build, and maintain automated BI dashboards and published data sources.
• Mentor and provide technical review and training for FP&A Analysts; coordinate work streams and ensure quality of deliverables.
• Lead AI projects from ideation through production: define business cases, coordinate modeling, validate outputs, and operationalize results into reporting.
• Partner with Data & Analytics and Tech to prioritize data needs, establish refresh cadence, and troubleshoot downstream issues.

Special Projects as needed

• Provide support and analysis for all special projects as needed, including efficiency initiatives, restructuring initiatives, process improvements, and management of project codes.
• Contribute to best practices and knowledge sharing across the FP&A team; mentor or provide day‑to‑day guidance to junior analysts on deliverables and methods.

• Bachelor’s Degree in Accounting or Finance or equivalent.
• Advanced experience with Tableau and Tableau Prep and/or other BI Tools, data visualization.
• 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, Smart View, Oracle EPM, Hyperion Planning) strongly preferred.

• Proven experience in AI and automation for finance and 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…