Chief Financial Officer - P&C Private Client Services

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.

• 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.

• 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.

• 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.

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…