Chief Financial Officer - P&C Private Client Services

Marsh McLennan Agency; Norwalk (CT); On-site; USD 137,200 - 240,300; Full time

Benefits offered by this job

Hybrid work model

Tuition reimbursement

Generous time off

Charitable contribution match programs

Stock purchase opportunities

Health and welfare benefits

401(k) savings

Job summary

Marsh McLennan Agency Private Client Services seeks a Chief Financial Officer to lead finance, planning, and reporting, partnering with the President & CEO and leadership team. The role focuses on strategic direction, scalable growth, and M&A execution, with a focus on improving processes and margins through data-driven insights.

The CFO will drive transformation via ERP/BI platforms, develop compensation frameworks with Sales and HR, and build a high-performing finance team, including risk

Qualifications

• Bachelor's degree in Finance or Accounting; MBA preferred.
• 10+ years in FP&A, controllership, and strategic finance with M&A experience.
• Experience partnering with executive teams to drive goals.
• Expertise in driver-based modeling, budgeting, forecasting, advanced Excel, and FP&A/BI tools.

Responsibilities

• Lead finance and accounting, owning financial strategy, planning, and reporting.
• Partner with commercial/producer-facing teams to drive growth and support M&A.
• Own revenue streams and financial oversight of compensation structures.
• Develop forward-looking financial models and dashboards.
• Drive finance transformation with ERP/BI tools and data pipelines.
• Support talent analytics and workforce metrics with HR.

Skills

FP&A leadership

Controllership

Strategic finance

Advanced Excel

ERP/Consolidation systems

BI platforms

Financial modeling

M&A experience

Education

Bachelor's degree in Finance or Accounting

MBA or advanced degree preferred

Tools

ERP systems

BI dashboards

Consolidation software

Job description

Chief Financial Officer (CFO) – Marsh McLennan Agency Private Client Services

Reporting to the President & CEO of MMA PCS and the Chief Financial Officer for MMA, the MMA PCS Chief Financial Officer 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.

Responsibilities

• Lead finance and accounting, owning financial strategy, planning, and reporting. Partner with commercial/producer‑facing teams and functions (Marketing, HR, Technology) to drive scalable growth, guide M&A strategy and execution, build forward‑looking financial models, and support workforce and operating‑model decisions.
• Own financial oversight and collections of carrier revenue streams (e.g., base commissions, profit‑sharing/contingency, overrides, bonuses, fees).
• Contribute to the development of the firm’s strategic goals and objectives and overall management of the organization.
• Focus leaders, through metrics and benchmarking, on improving processes, work environment, and margin through alternative workflows.
• In collaboration with Sales Leadership and HR, provide strategic support for designing compensation frameworks that enhance producer economics and motivate performance.
• Lead and support M&A activity by collaborating with the Strategy Leader and President & CEO of MMA PCS, leading financial due diligence, creating valuation and synergy‑capture models, and driving post‑close integration planning and realization of expected benefits.
• Promote a culture of high performance and continuous improvement that values learning, quality, and mentorship.
• Define and lead finance transformation initiatives by implementing or optimizing ERP/consolidation tools, FP&A platforms, BI dashboards, data pipelines, and self‑service analytics to accelerate planning and improve decision quality.
• Drive integration of measurable talent analytics and reporting capabilities with HR to provide real‑time visibility into workforce metrics and trend analysis.
• Recruit, coach, and retain a high‑performing finance team and foster strong business‑partnering capabilities throughout the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; MBA or advanced degree preferred.
• 10+ years of finance experience leading FP&A, controllership, and strategic finance initiatives with demonstrable M&A experience.
• Extensive experience collaborating with executive teams to develop and achieve organizational goals.
• Deep expertise in driver‑based financial modeling, scenario planning, budgeting, forecasting, advanced Excel, and familiarity with modern FP&A/BI platforms and ERP/consolidation systems.
• Experience in insurance, brokerage, financial services, or professional services 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.

What Makes You Stand Out

• Prior CFO, Deputy CFO, or equivalent finance leader experience at a growth‑stage business or within insurance/brokerage, particularly P&C.
• 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.

Benefits

We value and respect the impact our colleagues make every day both inside and outside our organization. We have built a culture that promotes colleague well‑being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue projects and causes that bring fulfillment outside of work.

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid work model.
• Charitable contribution match programs.
• Stock purchase opportunities.

The applicable base salary range for this role is $137,200 to $240,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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, 401(k) savings and other retirement programs, as well as employee assistance programs.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.