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Mercer
The Chief Financial Officer at Marsh McLennan Agency Private Client Services serves as the finance leader and strategic partner to the President & CEO, driving financial strategy, M&A execution, and organizational growth across individual, sponsored, and specialty insurance segments. This role involves overseeing financial planning and analysis, managing revenue streams, defining compensation frameworks, and leading finance transformation initiatives including ERP optimization and data analytics implementation. The CFO synthesizes complex financial insights to inform high-level business decisions while building a high-performing finance team and fostering a culture of continuous improvement.
Mercer is a global consulting and solutions firm that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being for employees. As part of Marsh McLennan Companies, Mercer provides advisory services and products across human capital, retirement, investments, health, and benefits to organizations worldwide. The firm helps employers attract and retain talent, design retirement programs and investment strategies, and improve well-being initiatives. Mercer operates under the Mercer brand in the United States and includes affiliated entities such as Mercer PCS.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mercer.
Right around the average for this role
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