Chief Financial Officer

Marsh McLennan•Norwalk, CA

19h•Hybrid

About The Position

Marsh McLennan Agency (MMA) Private Client Services (PCS) is an insurance brokerage agency that protects individual’s liabilities and personal assets through the construction and placement of insurance portfolios. As a business, MMA PCS drives growth across three business segments: Individual (Consumer), Sponsored (Enterprise), and Specialty (Lifestyle) Solutions. Reporting to the President & CEO of MMA PCS and the Chief Financial Officer for MMA, the MMA PCS Chief Financial Officer (CFO) will serve as the finance leader and strategic partner to the President & CEO, the Strategy Leader, and the Leadership Team, synthesizing financial insights into clear recommendations to inform strategic direction and business and function-related decisions.

Requirements

Bachelor’s degree in Finance, Accounting, or related field; MBA or advanced degree preferred
Successful work history of 10+ years of finance experience leading FP&A, controllership, and strategic finance initiatives; demonstrable experience in leading M&A transactions (diligence, valuation, integration)
Extensive experience collaborating with executive team to develop and achieve organizational goals
Deep expertise in driver-based financial modeling, scenario planning, budgeting and forecasting, and advanced Excel; familiarity with modern FP&A/BI platforms and ERP/consolidation systems
Experience in insurance, brokerage, financial services, or professional services is highly preferred
Demonstrated ability to partner with senior leaders, influence cross-functional decisions, and lead complex transformation programs
Experience implementing or optimizing financial systems, data governance, and self-service analytics
Moderate travel expected for leadership, M&A diligence/integration, and key stakeholder meetings

Nice To Haves

Prior CFO, Deputy CFO, or equivalent finance leader experience at a growth-stage business or within insurance/brokerage, particularly P&C
Demonstrated track record scaling finance and operating models through rapid growth and/or M&A-driven consolidation
Strong background in producer economics, sales compensation modeling, and commercial finance supporting go-to-market strategies
Experience deploying modern FP&A tooling, automating processes, and creating actionable analytics/dashboards
Exceptional communication skills and comfort presenting to senior leadership

Responsibilities

Lead finance and accounting, owning financial strategy, planning, and reporting.
Partnering with commercial/producer-facing teams and functions (Marketing, HR, Technology), they will drive scalable growth, guide M&A strategy and execution, build forward-looking financial models, and support MMA PCS’s workforce and operating-model decisions — including producer development and validation modeling — all grounded in rigorous, scenario-based financial analysis.
Own financial oversight and collections of carrier revenue streams (e.g., base commissions, profit-sharing/contingency, overrides, bonuses, fees, etc.)
Contribute to the development of the firm’s strategic goals and objectives and the overall management of the organization.
Focus leaders, through use of metrics and benchmarking, on finding ways to improve processes, work environment and margin improvement by challenging current workflows and introducing alternative workflows
In collaboration with Sales Leadership and HR, provide strategic support for design and management of compensation frameworks that enhance producer economics and motivate performance.
Lead and support M&A activity collaborating with the Strategy Leader and President & CEO of MMA PCS to identify and prioritize targets, leading financial due diligence, creating valuation and synergy-capture models, and driving post-close integration planning, tracking, and realization of expected benefits
Promote a culture of high performance and continuous improvement that values learning and a commitment to quality through mentorship of staff
Define and lead finance transformation initiatives implementing or optimizing ERP / consolidation tools, FP&A platforms, BI dashboards, data pipelines, and self-service analytics to speed planning and improve decision quality
Drive integration of measurable talent analytics and reporting capabilities in collaboration with HR to enable real-time visibility into workforce metrics and trend analysis that support evidence-based decision-making, driving clear and consistent communication.
Build and develop talent: recruit, coach, and retain a high-performing finance team and foster strong business partnering capabilities throughout the organization