Description

The Finance function serves both internal and external customers: colleagues within our company, client organizations, shareholders, financial institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Finance and will report directly to the Health and Benefits (H&B) North America (NA) Finance Director of FP&A.

The Finance Business Partner – Health and Benefits North America, will serve as a trusted advisor to the H&B North America leaders and will serve as a member of the H&B region leadership team. The individual filling this role will be responsible for providing financial and analytics support to the regional H&B business leadership teams. This individual will be coordinating forecasting, budgeting, and consolidated financial analytics to support both Region and Market leaders within a region in meeting financial objectives.

The H&B NA business expects to deliver the financial targets set forth by expanding existing client relationships, adding new client relationships, and maximizing opportunities for operational efficiencies to meet the needs of clients across an increasingly dynamic and complex healthcare landscape. This position will report to and work closely with the Finance Director on initiatives affecting the overall H&B NA business. In addition, this individual will provide finance business support across the following areas of responsibility: financial performance management processing (month end / quarterly close, budgeting, forecasting, reporting, etc.), ad hoc reporting and analysis, controls compliance, as well as facilitate policy implementation and interpretation.

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

The Role

• Develop and manage strong working relationships with the H&B NA leadership team as well as with the various departments within Corporate Finance. Be a trusted advisor and partner to internal clients. Engage other departments to promote and model collaboration and sharing of best practices.

• Maintain a strong “client service” focus and culture while driving relentless pursuit of business performance optimization through thoughtful reporting and analysis for the H&B NA business leadership team.

• Act as a strategic financial advisor to the Finance Director in the financial management of the H&B NA business by driving appropriate areas of prioritization that generate the best potential financial outcomes.

• Command strong understanding of ASC 606 / Deferral Accounting and drive critical financial interpretation to support business leadership in the understanding of financial results.

• Analyze business monthly results and investigate significant variances to plan and forecast; review monthly P&Ls and propose financial adjustments to reflect proper position as needed.

• Distribute monthly / quarterly reports to business leadership on a timely basis with commentary on key issues and trends; regularly meet with business management to influence decisions and develop a partnering relationship.

• Work with business leadership to develop annual plans and quarterly forecasts which align with achievement of financial objectives that support the underlying company’s internal and external stakeholder goals.

• Support a strong internal control environment within the business; key areas include controls over revenue recognition and other financial reporting processes.

• Develop and share supplemental reporting and analysis with business leadership and internal clients; work with the business to create additional tools and metrics to improve management efficiency and effectiveness.

• Counsel business leadership on actual spending decisions and the impact of such on achievement of plan / forecast objectives.

• Ensure consistent implementation and application of corporate financial policies and accounting practices and procedures with active coordination with the Principal Accounting Officer’s teams.

• Collaborate with other finance and accounting professionals across WTW to ensure efficiency and consistency of processes.

Qualifications

The Requirements

• 10+ years of progressively demonstrated experience in budgeting, planning and financial analysis, and a minimum of five years of relevant work experience in the Professional Services Sector

• Bachelor’s degree in accounting/finance or deep related experience; CPA or MBA preferred

• Strong background and working knowledge of both Consulting and Brokerage services as well as the appropriate accounting treatment for each.

• Financial and Business acumen as evidenced by having roles with progressively broader financial responsibilities.

• Demonstrated ability to think critically and analytically.

• Proactive approach to problem solving and a customer centric mindset.

• Excellent oral and written communication skills with the ability to convey financial messages to senior leadership in a succinct and credible manner.

• Ability to build and maintain relationships across all levels of the organization and with outside personnel; diplomacy, leadership, and confidence are important.

• Must be a hands-on, self-starter with the ability to handle shifting priorities in a fast-paced environment.

• Attention to accuracy and detail with the ability to understand materiality.

• Systems / data knowledge to be able to direct colleagues in the accumulation and synthesis of data into operational recommendations.

• Ability to interpret and analyze financial data.

• Ability to resolve exceptions and disputes as well as manage client expectations.

• Ability to work well under pressure and meet deadlines.

• WTW Values & Behaviors will underpin all roles and will guide performance criteria. This includes a commitment to inclusion and diversity.

• Strong knowledge of MS applications, EPIC, Hyperion Financial Management Tools, and Oracle Financial Applications

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).

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). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans

EOE, including disability/vets