Finance Director, US Market, Wealth

The Mercer division of Marsh & McLennan Companies is looking for the next impactful and dynamic employee to join the team as the Wealth Finance Director of US markets. The successful candidate will have strong working experience managing and leadingFP&A within a line of business for a similarlylarge, complex organization. This position manages the department which includes multiple teams led by Manager and/or Supervisors in Financial Planning and Analysis, where problems faced are often complex and require extensive investigation and analysis. This position manages and executes group strategy and operational direction by determining the financial priorities and processes of functions supported. We are looking for someone that embraces the challenges of keeping up with evolving strategies andenjoys being a trusted advisor to executives and stakeholders.If you feel this expectation speaks to you and enjoy being in a visible role with opportunities of internal growth available, please apply!

  • Directs the financial planning, reporting, and analytics support used by Senior Leadership and regional business leaders, and communicates the impact of analyses and forecasts.
  • Assesses finance structure, processes and reporting and develops processes to simplify, automate, or streamline, to enhance effectiveness and efficiency.
  • Reviews existing cost pools for further consolidation.
  • Provides strong financial leadership and determines overall direction and setting of finance priorities, in order to meet the needs of the functions supported.
  • Initiates and leads special projects related to business unit performance, M&A, and other strategic opportunities, and provides through leadership on an approach to analyses.
  • Develops and implements processes to improve overall FP&A reporting and analytics in support of strategic initiatives.
  • Develops budgets and forecasts based on established objectives and initiatives.
  • Recommends changes to financial strategies. Provides support for financial transactions and business decisions.
  • Leads, directs and develops financial staff, to ensure financial practices are conducted accurately and compliantly with regulations, laws and standards.
  • Reviews and tests consolidated annual budget schedules, organizes and updates the budget schedules and instructions.

  • Degree in Finance, Accounting, Business or Economics
  • Experience managing FP&A for asset management, wealth management, private equity, or investment bank preferred
  • Minimum 15 years of experience leading financial strategies of a similarly complex organization or division.
  • Ability to build relationships with business leaders; influence and advise on key decisions.
  • Results-focused, analytical approach with a strong customer / client service
  • Strong communication and negotiation skills with the ability to engage, manage, and influence team members and senior stakeholders.
  • Ability to identify and break down complex issues and resolve in a simplistic manner using available resources, information, knowledge of business
  • Ability to manage multiple projects simultaneous in an ever changing and fast paced environment with variable timelines
  • Proven people manager with ability to influence staff with or without direct reporting responsibility
  • Act with integrity and have confidence in outlining risks to achieving financial commitments

Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer's more than 22,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With more than 60,000 colleagues and annual revenue over $13 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. Marsh & McLennan Companies is also the parent company of Marsh,which advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions; Guy Carpenter, which develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities; and Oliver Wyman, which serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit Follow Mercer on Twitter @Mercer.

Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at:

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


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