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Marsh McLennan

Business Process Leader, Finance

Sorry, this job was removed at 09:12 p.m. (PST) on Thursday, May 14, 2026
In-Office or Remote
3 Locations
In-Office or Remote
3 Locations

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Company:Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Process Leader, Finance at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As a Business Process Leader, Finance on the National Business Process team you will be a strong process design focused professional who knows how to balance internal controls, efficiency, quality, consistent application of processes and organizing change management. This candidate will be working in conjunction with the Finance Corporate team, focusing on the activities within Controllership and FP&A as it relates to national operational workflows.  You will participate in the creation and testing of workflows, Systems, reporting and documentation for accuracy and completeness within the framework of MMA standard operating procedures and enterprise Epic.

This position will utilize agency management system, reporting tools, and other available technology and software when creating, documenting, and testing new processes.  The Business Process Leader, Finance will also participate in documenting and maintaining procedures, and other business process artifacts, to be used both in training and as an ongoing reference. In addition, this position will collaborate with regional training resources and other stakeholders to identify overarching knowledge gaps and ensure successful fulfillment of AMS onboarding and training needs.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • Minimum 5 years of experience in finance/accounting within the insurance industry

  • Strong knowledge of agency management systems (CRM, AMS, LMS, etc.), such as Applied Epic, Sagitta, BenefitPoint, AMS360

  • Proven critical thinking, analytical, and problem-solving skills

  • A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices

  • Strong organizational skills, with an ability to prioritize workload and balance multiple projects simultaneously, and demonstrated successful follow through on deliverables

  • Demonstrated experience in effectively working with and presenting to a wide range of cross-functional work teams and leaders with multiple skill levels

These additional qualifications are a plus, but not required to apply:

  • Strong understanding of business process in Premium Accounting, Internal controls, Financial reporting, Sales compensation modeling.

Your Physical Demands & Work Environment requires:

  • Occasional travel may be required. Travel may consist of off-site venues, occasional overnight stays, and visits to other operating companies.

  • Work occurs during regular day hours as well as occasional extended hours and schedule flexibility necessary to complete tasks to meet needs.

  • Flexible location within reasonable proximity to an MMA office

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

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

Some benefits included in this role are:

  • Generous time off, including personal and volunteering

  • Tuition reimbursement and professional development opportunities

  • Remote work with occasional travel

  • Charitable contribution match programs

  • Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

  • https://www.instagram.com/lifeatmma/

  • https://www.facebook.com/LifeatMMA

  • https://twitter.com/LifeatMMA

  • https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

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

#LI-REMOTE

The applicable base salary range for this role is $74,600 to $139,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. 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, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until:

May 15, 2026

Marsh McLennan San Francisco, California, USA Office

San Francisco, United States

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

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