Senior Business Planning & Reporting Analyst

About the role

We are looking for a Senior Business Planning & Reporting Analyst to join the Marsh Tech hub in Cluj. The role involves designing management information reports, analysing benefits performance, and shaping budgets that align with Marsh Tech strategy.

Key responsibilities

• Produce project financial forecasts, track performance against budgets and report key variances.
• Create financial models and analyses to support strategic goals.
• Generate, monitor and distribute periodic reports for senior management using Power BI, Excel and PowerPoint.
• Develop dashboards to track benefits profiles over program lifetimes.
• Manage approval processes for new SOWs and POs to ensure projects stay within budget.
• Drive data quality improvement, standardisation and reporting automation.

Required profile

• Strong understanding of finance functions, including reporting, budgeting, forecasting and benefits management.
• Ability to work autonomously in a fast‑paced, complex environment and make sound judgments.
• Proven experience interpreting and implementing financial data with excellent analytical skills.
• Minimum BA/BS degree in Economics, Finance, Accounting or Mathematics and at least 5 years in a consulting, financial or analytical role.

Required skills

• Advanced Excel (complex spreadsheets, data interrogation).
• Power BI for data visualisation and dashboard creation.
• PowerPoint for executive presentations.

What we offer

• Competitive benefits package including flexible benefits up to 20% of salary.
• 30+ days of paid time off and performance bonus scheme.
• Opportunities for professional development and career growth in a global company.