Oliver Wyman - FP&A Lead

Company:

Oliver Wyman

Description:

At Oliver Wyman, a Marsh (NYSE: MRSH) 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.

For more information, visit oliverwyman.com, or follow us on LinkedIn and X.

Job Overview:

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.

This is a hybrid role that requires 3 days per week in our Boston office. There is no option to be fully remote.

Key Responsibilities:

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 workstreams 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.

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 our 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.

Special Projects as needed

• Provide support and analysis for all special projects as needed, including efficiency initiatives, restructuring initiatives, process improvements, management of project codes etc.

• Contribute to best practices and knowledge sharing across the FP&A team; may mentor or provide day-to-day guidance to junior analysts on deliverables and methods.

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.

Oliver Wyman is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.