Oliver Wyman - FP&A Analyst - Boston

The FP&A Analyst at Oliver Wyman is responsible for monthly expense reporting and analysis, budgeting and forecasting, and developing insightful dashboards using Tableau. You'll work closely with departmental heads to ensure that financial data helps facilitate informed decision-making, manage expenditures to budget, and contribute to special projects aimed at improving operational efficiencies.

To become an FP&A Analyst at Oliver Wyman, candidates should have a Bachelor’s degree in Accounting or Finance and between 2 to 4 years of relevant FP&A experience in a global corporate environment. Proficiency in Tableau and strong skills in Excel and the Microsoft Office suite are also essential. Familiarity with Oracle and financial modeling will give you an edge in this role.

As an FP&A Analyst at Oliver Wyman, you will engage in a hybrid work model, which requires you to be in the Boston office for three days a week while enjoying flexibility on remote work. This allows you to benefit from both in-person collaboration and the comfort of working from home.

Success as an FP&A Analyst at Oliver Wyman hinges on strong analytical and financial planning skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Proficiency in Tableau for dashboard creation, along with a deep understanding of budgeting and forecasting, further solidifies your capability to thrive in this role.

In the FP&A Analyst role at Oliver Wyman, you will engage in a variety of special projects, including efficiency initiatives, restructuring efforts, and process improvements. Your analytical input will support decision-making and foster strategic recommendations that drive business performance.

When discussing your budgeting and forecasting experience, highlight specific examples where you've managed the budget process, worked on variance analysis, and collaborated with teams to create forecasts. Discuss the methodologies you used and the tools like Oracle or Excel that aided you in these tasks.

To answer this, share your personal strategies for time management, such as prioritizing tasks based on urgency and importance, using organizational tools, and regularly communicating with stakeholders to manage expectations. Provide an example of a time when you successfully navigated competing priorities.

Use the STAR method to structure your answer. Discuss the situation, the analytical approach you took, how you presented your findings, and the impact it had on decision-making. Emphasize the clarity and precision of your analysis and how it supported the business’s goals.

Talk about the tools you’ve used, such as Tableau, to create dashboards. Mention specific KPIs you tracked and how you tailored your visualizations to meet the needs of different stakeholders. Highlight any feedback you received that indicated your dashboards were impactful.

Explain your process for ensuring accuracy, such as double-checking data sources, collaborating with local controllers during reconciliations, and maintaining organized documentation. Discuss any methodologies you apply to minimize errors in reporting.

Detail the tools you’ve used for financial modeling, such as Excel, Oracle, and Hyperion Planning. Provide examples of complex models you have created and the business insights they yielded, illustrating your proficiency and critical thinking in finance.

Share your routine for professional development, such as attending webinars, subscribing to finance-related publications, or participating in relevant training sessions. This shows your commitment to staying informed and adaptable in a dynamic field.

Focus on Oliver Wyman's reputation in the consulting industry and its commitment to excellence. Mention how the values of collaboration and innovation resonate with your professional ethos and how you see yourself contributing to the team.

Using the STAR approach, narrate a relevant scenario where you overcame a significant financial issue. Discuss your analytical process, the alternatives you considered, and the solution that led to a successful outcome.

Let interviewers know that you are proactive about learning. Present a scenario where you quickly adapted to new software, emphasizing any training you pursued or how you leveraged resources to become proficient.