Finance Business Partner - FP&A

WTW • Chicago, IL • 8h ago

Description

The Finance Business Partner (Willis NA - Industry Vertical Divisions) is a member of the North America Finance team at WTW CRB and a key contributor responsible for partnering with the business. This position will frequently interact with a wide variety of colleagues, to include Industry Vertical and National leaders as well as other members of senior management. The ideal candidate must possess the ability to discuss and present analytics clearly and concisely to support the strategic initiatives of the business.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role:

Strategic support of the Willis NA Industry Vertical Leadership, to include, but not limited to:

Act as a valued strategic partner to Finance and Business leadership team through thoughtful analysis of financial and operational information and trends that drive actionable decisions to deliver superior financial performance.

Drive strong coordination in the execution of financial performance management processes (month end / quarterly close, budgeting, forecasting, reporting, etc.) to meet all key internal stakeholder objectives and deadlines.

Ensure monthly and quarterly results and forecasts are accurate and work with Finance and Business leadership on identifying and solving performance issues on revenue, expense and working capital/cash

Analyze monthly results; conduct detailed reviews of monthly P&Ls and propose financial adjustments to reflect proper position as needed.

Work with Finance and Business leadership to proactively identify financial opportunities and help solve performance issues. Regarded as a key contributor in shaping the long-term business strategy to drive superior performance in revenue growth, expense and working capital management.

Support development and facilitation of monthly and quarterly business review (QBR) materials in collaboration with FP&A, Operations, Sales Ops, and HR.

Need to be able to perform highly complex tasks and ad hoc analysis to assist management in making well informed business decisions while being able to work at a detailed level.

Develop annual budget in partnership with business leadership. Including, appropriately allocating targets amongst across regions/sub-verticals, managing the budgets against assigned targets and margin requirements and input utilizing Global Planning System.

Compilation and preparation of monthly forecast and commentary for finance and business leadership, to include, monthly revenue forecasts, monthly P&L results and commentary, monthly revenue analysis and expense analysis.

Analyze and articulate revenue drivers for monthly reporting & forecasting including impacts of pipeline, at-risk account, renewal base, etc., and the impact of revenue recognition standards

Analyze and articulate expense drivers for monthly reporting & forecasting, notably impacts of headcount changes. Partner with business leaders on impacts of hiring and tracking ROIs for key strategic hires.

Qualifications

The Requirements

Minimum 5-7 years of progressive accounting and financial analysis experience required.

Bachelor's degree in accounting or finance related subjects

Advanced analytical skill set- ability to analyze problems, develop solutions, direct efforts and monitor progress

Must be able to work independently and lead team projects, as required.

Must display high interpersonal skills

Superior written and oral communication skills

Understanding of GAAP account standards and revenue recognition a plus

Experience working in large datasets and/or process automation tools a plus

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $100,000-$125,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only )

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability/vets

WTW

Go to Apply

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