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Finance & Strategy Advisor Latin America

Expired Job

Mercer LLC New York , NY 10007

Posted 2 months ago



As a member of the Market Information team, you will consult and present to clients on risk and insurer financial strength. The Senior Advisor is responsible for all Latin America market reviews, placing portfolios, proposing new ideas and solutions around insurance placement, and establishing relationships with new and existing clients to grow the business. To be successful in this role the Senior Advisor will partner with Country Heads, Placement Leaders and Compliance.


  • Advises clients on the appropriate placement of their portfolio to decrease their risk exposure; using financial strength ratings, reports, executive summaries and industry exhibits

  • Conducts portfolio reviews of all markets on clients program on a quarterly basis.

  • Proposes new solutions around insurance placement for clients based on financial data, and quantitative analyses from junior colleagues.

  • Develops new initiatives based on risk information and information from prior client cases to help clients mitigate risk in insurance.

  • Establishes and maintains relationships with new and existing clients and insurers to grow the business.

  • Partners with Executive Leadership to determine the strategic vision of the firm and to lead the team in reaching their financial targets.

  • Motivates team members to improve their understanding of financial and strategy advisory by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional societies.

  • Analyze the financial condition of specific insurers and/or the entire industry with prospective and current clients, along with peer colleagues and industry organizations

  • Assess the financial climate of insurance companies for longterm claims and their ability to pay via the use of both loss revenue and cash flow analysis

  • Ability to manage high volume of clients


  • Fluent in Spanish language

  • Bachelors degree in Finance, Accounting or Economics

  • 10 years of professional experience supporting a line of business

  • 10 + years of experience forecasting, budgeting and reporting

  • Advanced proficiency with Microsoft Excel and PowerPoint, Access desirable

  • Strong financial acumen with exceptional analytical skills

  • Leadership aptitude, ability to work effectively in teams and work with numerous stakeholders

  • Superior communication and presentation skills; both oral and written

  • Ability to work independently, with good judgement and meet tight deadlines in a dynamic environment

  • Experience with financial statements and chart of accounts

  • Experience with a general ledger and query system (Oracle Financials and Essbase preferred)

  • Demonstrated ability in managing multiple senior stakeholders within a large organization

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. 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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Finance & Strategy Advisor Latin America

Expired Job

Mercer LLC