Construction

Investment Tax Accountant

Investment Tax Accountant Corporate Tax/Controllership Full Time | Boston, MA or New York, NY The Opportunity Join a high-performing Corporate Tax team that plays a critical role in supporting MassMutual's financial strength and long-term success. Our team is collaborative, agile, and driven by a shared commitment to delivering value through technical excellence, continuous learning, and accountability. This is an exciting opportunity for a tax professional who enjoys complex investments, ownership of important processes, and the ability to make a meaningful impact. The Team As an Investment Tax Accountant , you will be part of the Investment Tax team within the Corporate Tax Department and the broader Controllers Organization. In this role, you will take ownership of a diverse portfolio of investment tax processes while partnering with experienced colleagues across the organization. To support your success, you'll begin with a structured transition period alongside the current process owner, providing the knowledge and resources needed to build expertise and confidence in the role. The Impact Develop and maintain deep tax expertise across a diverse investment portfolio, including fixed maturity and equity securities, mortgage loans, real estate, joint ventures, and derivatives. Take ownership of the tax accounting for illiquid and asset-backed investments, including tax basis tracking, income recognition, and gain and loss analysis related to investment dispositions. Support foreign information reporting and anti-deferral tax requirements for the investment portfolio, including Passive Foreign Investment Company (PFIC) and Controlled Foreign Corporation (CFC) reporting. Analyze and explain differences between book and tax accounting for assigned investments and entities, translating complex concepts into clear, actionable insights for business partners. Prepare and review U.S. income tax provisions, forecasts, and supporting tax return workpapers while ensuring strong documentation and control processes are maintained. Independently manage recurring tax processes, including maintaining procedures, documenting controls, and sharing knowledge with team members through cross-training and collaboration. Partner with colleagues throughout the Tax Department, including Tax Counsel, to support tax controversy matters, transactions, special projects, and tax compliance activities. Leverage technology and contribute to process improvement initiatives that enhance efficiency, strengthen controls, and drive high-quality outcomes. Communicate findings, recommendations, and key insights effectively to Senior Tax Management. Research and document complex tax issues and developments as needed. This role is ideal for a tax professional who enjoys complex investment structures, values ownership and accountability, and wants the opportunity to influence processes while working alongside a collaborative and experienced team. The Minimum Qualifications Bachelor's degree 7 years of tax experience in public accounting, financial services, or a related environment 4 years of experience independently managing recurring tax processes from start to finish, including documentation, process ownership, and knowledge transfer The Ideal Qualifications Insurance company tax experience, including familiarity with statutory accounting and the differences among statutory, GAAP, and tax reporting for invested assets Exposure to foreign information reporting or anti-deferral tax regimes, or a demonstrated ability to quickly develop expertise in these areas Tax accounting experience within one or more of the following industries: insurance, banking and lending, private equity, hedge funds, real estate, or REITs Experience preparing and reviewing corporate income tax provisions and returns, as well as partnership tax compliance Knowledge of tax accounting for securities, derivatives, or other complex financial instruments Working knowledge of ASC 740 accounting for income taxes Experience supporting and managing activities related to the financial close process Familiarity with tax compliance and provision software such as Corptax, along with business intelligence and automation tools such as Alteryx; experience with similar platforms is also valued Advanced proficiency with Excel, Word, and PowerPoint Ability to review work for quality, accuracy, and relevance while identifying issues and recommending effective solutions Strong interpersonal and collaboration skills, with the ability to build relationships and work effectively across teams and diverse backgrounds A commitment to continuous learning and professional development through technical research, continuing education, and industry best practices What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 LI-HYBRID MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Manager, Investment Accounting - Income Governance

Manager, Investment Accounting - Income Governance Investment Controllership Full-Time | Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6 years of experience in investment accounting, insurance accounting, or a related accounting function. 6 years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Financial Reporting Manager

Financial Reporting Manager Management, Statutory Audited and Regulatory Reporting / Corporate Finance FullTime/ Boston, MA or Springfield, MA This is an Individual Contributor position The Opportunity We are looking for an energetic, motivated, and talented Financial Reporting Manager to join our Corporate Finance team. In this role, you'll be part of a collaborative and highly visible reporting and analysis team within the Controller’s organization. You'll play a key role in delivering high-quality financial reporting, supporting important business decisions, and helping MassMutual meet its regulatory and financial reporting obligations. This is an exciting opportunity to work across accounting, reporting, technology, and analysis while partnering with internal stakeholders and external auditors. You’ll leverage reporting systems and financial data to prepare, analyze, and enhance audited financial statements and management reports that support the success of the business. The Team The Management, Statutory Audited and Regulatory Reporting team is part of MassMutual’s Corporate Finance Organization. We are a team of dedicated professionals who thrive on challenging work, collaboration, and delivering meaningful results. Our team is responsible for providing timely, accurate, and reliable financial reporting to internal and external stakeholders while maintaining a strong control environment. We partner across the enterprise to support strategic initiatives, improve reporting processes, and provide insights that help drive informed business decisions. We value diverse perspectives, encourage innovative thinking, and foster an inclusive environment where team members can grow and succeed. The Impact As a Financial Reporting Manager , you will play a key role in the preparation and delivery of statutory audited financial statements while supporting management reporting, financial analysis, and critical reporting controls. In this role, you will: Own the preparation, review, and delivery of quarterly and annual statutory financial statements, including footnote disclosures, ensuring accuracy, completeness, and timeliness. Serve as a primary point of contact for external auditors during quarterly reviews and annual audits, managing PBC requests, audit comments, and reporting deliverables. Apply your accounting and business expertise to interpret statutory reporting requirements and deliver financial reporting results to senior leadership, regulatory agencies, external auditors, and the Board of Directors. Execute and document key financial reporting controls, including statement tie-outs, disclosure reviews, fluctuation analyses, quality assurance procedures, and approval processes. Provide guidance and oversight to offshore team members to ensure the timely and accurate preparation and submission of financial reports. Thrive in a fast-paced, collaborative environment while successfully managing competing priorities and deadlines. Identify opportunities to enhance reporting processes, improve efficiencies, and maximize the value of the reports and analyses produced by the team. Prepare insightful financial analysis that clearly communicates key trends, business drivers, and results to stakeholders. Research and assess new accounting guidance, industry developments, regulatory requirements, and emerging trends that may impact reporting. Lead and contribute to cross-functional initiatives, including financial and regulatory reporting requirements associated with new products and business initiatives. Drive continuous improvement efforts that strengthen controls, streamline processes, and enhance reporting capabilities The Minimum Qualifications Bachelor’s degree 6 years of experience working with audited financial statements and disclosures 3 years of experience financial reporting, analytical, and problem-solving 3 years of experience working with reporting tools, applications, and queries to create, enhance, and configure reports, dashboards, and decision-support analytics. 3 years of experience with Workiva (Wdesk) or another financial reporting platform, including the preparation and review of financial statements and disclosures The Ideal Qualifications Master’s degree in Accounting, Finance or related field CPA designation Experience validating and testing financial data and reports to ensure quality, accuracy, and completeness. Knowledge of insurance and investment statutory accounting principles. Experience working with general ledger systems, reporting cubes, data warehouses, and multiple financial data sources. Experience validating and testing financial data and reports to ensure quality, accuracy, and completeness. Experience with SAP general ledger systems. Experience using Power BI and/or Alteryx to develop, enhance, or review reporting and analytics that support financial close and reporting activities. Advanced proficiency in Excel and PowerPoint. Demonstrated strengths in customer focus, innovation, change management, strategic thinking, relationship building, and influencing others What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 LI-HYBRID MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Investment Tax Manager

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls Mentor and develop tax professionals, providing coaching and fostering professional growth across the team Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications CPA or certification in process or Enrolled Agent Bachelor's Degree 7 years of tax experience from public accounting or financial services 5 years of Income tax (ASC740) provision experience ​ The Ideal Qualifications 10 years of tax experience with demonstrated career progression Big 4 tax advisory background with exposure to complex technical projects Insurance or asset management industry experience; familiarity with life insurance company taxation Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate) Strong understanding of corporate tax provision (ASC740) and tax compliance processes Hands-on experience with tax technology platforms, ERP systems, or system implementation projects Prior involvement in large-scale transformation initiatives or process improvement programs Experience managing, mentoring, or leading tax professionals (formal or informal) Strong analytical skills with ability to identify data issues and develop solutions Demonstrated ability to manage multiple priorities and deliver results under tight deadlines Project management experience or certification Track record of building effective stakeholder relationships across matrixed organizations Experience with deferred tax accounting and reconciliations Experience interfacing with external auditors and managing audit processes History of taking ownership and driving initiatives without extensive oversight Strategic mindset combined with willingness to roll up sleeves and execute tactically Strong communication skills with ability to explain complex tax concepts to non-tax audiences Review your work and that of others for quality, accuracy and relevance ​ What to Expect as Part of the Team Regular meetings with the Investment Tax Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Director of Alternative Investments - Commercial Mortgage Loans

Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving. Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs. Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders. Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results. Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability. Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes. Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate. Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters. Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions. Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design. Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities. Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications Bachelor’s Degree 8 years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets 1 years of experience leading teams in a deliverable-oriented environment. 4 years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes. CPA or progress toward CPA preferred. Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures. Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner. Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment. Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors. Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders. Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment. Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment. Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation. Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Financial Reporting Manager

Financial Reporting Manager Management, Statutory Audited and Regulatory Reporting / Corporate Finance FullTime/ Boston, MA or Springfield, MA This is an Individual Contributor position The Opportunity We are looking for an energetic, motivated, and talented Financial Reporting Manager to join our Corporate Finance team. In this role, you'll be part of a collaborative and highly visible reporting and analysis team within the Controller’s organization. You'll play a key role in delivering high-quality financial reporting, supporting important business decisions, and helping MassMutual meet its regulatory and financial reporting obligations. This is an exciting opportunity to work across accounting, reporting, technology, and analysis while partnering with internal stakeholders and external auditors. You’ll leverage reporting systems and financial data to prepare, analyze, and enhance audited financial statements and management reports that support the success of the business. The Team The Management, Statutory Audited and Regulatory Reporting team is part of MassMutual’s Corporate Finance Organization. We are a team of dedicated professionals who thrive on challenging work, collaboration, and delivering meaningful results. Our team is responsible for providing timely, accurate, and reliable financial reporting to internal and external stakeholders while maintaining a strong control environment. We partner across the enterprise to support strategic initiatives, improve reporting processes, and provide insights that help drive informed business decisions. We value diverse perspectives, encourage innovative thinking, and foster an inclusive environment where team members can grow and succeed. The Impact As a Financial Reporting Manager , you will play a key role in the preparation and delivery of statutory audited financial statements while supporting management reporting, financial analysis, and critical reporting controls. In this role, you will: Own the preparation, review, and delivery of quarterly and annual statutory financial statements, including footnote disclosures, ensuring accuracy, completeness, and timeliness. Serve as a primary point of contact for external auditors during quarterly reviews and annual audits, managing PBC requests, audit comments, and reporting deliverables. Apply your accounting and business expertise to interpret statutory reporting requirements and deliver financial reporting results to senior leadership, regulatory agencies, external auditors, and the Board of Directors. Execute and document key financial reporting controls, including statement tie-outs, disclosure reviews, fluctuation analyses, quality assurance procedures, and approval processes. Provide guidance and oversight to offshore team members to ensure the timely and accurate preparation and submission of financial reports. Thrive in a fast-paced, collaborative environment while successfully managing competing priorities and deadlines. Identify opportunities to enhance reporting processes, improve efficiencies, and maximize the value of the reports and analyses produced by the team. Prepare insightful financial analysis that clearly communicates key trends, business drivers, and results to stakeholders. Research and assess new accounting guidance, industry developments, regulatory requirements, and emerging trends that may impact reporting. Lead and contribute to cross-functional initiatives, including financial and regulatory reporting requirements associated with new products and business initiatives. Drive continuous improvement efforts that strengthen controls, streamline processes, and enhance reporting capabilities The Minimum Qualifications Bachelor’s degree 6 years of experience working with audited financial statements and disclosures 3 years of experience financial reporting, analytical, and problem-solving 3 years of experience working with reporting tools, applications, and queries to create, enhance, and configure reports, dashboards, and decision-support analytics. 3 years of experience with Workiva (Wdesk) or another financial reporting platform, including the preparation and review of financial statements and disclosures The Ideal Qualifications Master’s degree in Accounting, Finance or related field CPA designation Experience validating and testing financial data and reports to ensure quality, accuracy, and completeness. Knowledge of insurance and investment statutory accounting principles. Experience working with general ledger systems, reporting cubes, data warehouses, and multiple financial data sources. Experience validating and testing financial data and reports to ensure quality, accuracy, and completeness. Experience with SAP general ledger systems. Experience using Power BI and/or Alteryx to develop, enhance, or review reporting and analytics that support financial close and reporting activities. Advanced proficiency in Excel and PowerPoint. Demonstrated strengths in customer focus, innovation, change management, strategic thinking, relationship building, and influencing others What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 LI-HYBRID MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Director of Insurance Accounting

Director, Insurance Accounting Insurance Controllership | Corporate Finance Full-Time / Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8 years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3 years of insurance accounting experience, including general ledger processing and month-end close activities. 3 years of experience applying U.S. GAAP and statutory accounting principles. 3 years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2 years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master’s degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA)

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you’ll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise’s leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed. Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities. Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts. Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics – which are used to assess risk, return on investment, and spend versus budget. Monitor financial performance drivers, risks, metrics and timely communicating trends and observations. Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action. Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders. Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS. Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan. Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results. Key contributor to the modernization of the strategic finance organization – leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team’s around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company’s expense allocation methodology incorporates material assumptions. A large part of this Expense Allocation team’s responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) – linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications 15 years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus) Ability to influence and lead others toward shared goals and objectives Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus) Exceptional relationship building and influencing skills Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms Demonstrated experience with creative problem-solving and process improvement Ability to work well under pressure and manage multiple deliverables Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed Bachelor’s degree in Business/Finance/Accounting or related discipline Leadership Responsibilities Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses Create an environment that fosters a culture of innovation, empowerment and collaboration. Actively champion the Corporate Finance’s work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master’s degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming business partner projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content

Director of Alternative Investments - Commercial Mortgage Loans

Director of Alternative Investments - Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. The Impact Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving. Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs. Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders. Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results. Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability. Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes. Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate. Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters. Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions. Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design. Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities. Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications Bachelor’s Degree 8 years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets 1 years of experience leading teams in a deliverable-oriented environment. 4 years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes. CPA or progress toward CPA preferred. Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures. Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner. Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment. Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors. Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders. Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment. Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment. Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation. Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Prince, NY

  • no content

Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA)

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you’ll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise’s leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed. Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities. Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts. Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics – which are used to assess risk, return on investment, and spend versus budget. Monitor financial performance drivers, risks, metrics and timely communicating trends and observations. Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action. Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders. Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS. Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan. Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results. Key contributor to the modernization of the strategic finance organization – leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team’s around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company’s expense allocation methodology incorporates material assumptions. A large part of this Expense Allocation team’s responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) – linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications 15 years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus) Ability to influence and lead others toward shared goals and objectives Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus) Exceptional relationship building and influencing skills Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms Demonstrated experience with creative problem-solving and process improvement Ability to work well under pressure and manage multiple deliverables Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed Bachelor’s degree in Business/Finance/Accounting or related discipline Leadership Responsibilities Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses Create an environment that fosters a culture of innovation, empowerment and collaboration. Actively champion the Corporate Finance’s work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master’s degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming business partner projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Boston, MA

  • no content

Investment Tax Manager

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls Mentor and develop tax professionals, providing coaching and fostering professional growth across the team Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications CPA or certification in process or Enrolled Agent Bachelor's Degree 7 years of tax experience from public accounting or financial services 5 years of Income tax (ASC740) provision experience ​ The Ideal Qualifications 10 years of tax experience with demonstrated career progression Big 4 tax advisory background with exposure to complex technical projects Insurance or asset management industry experience; familiarity with life insurance company taxation Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate) Strong understanding of corporate tax provision (ASC740) and tax compliance processes Hands-on experience with tax technology platforms, ERP systems, or system implementation projects Prior involvement in large-scale transformation initiatives or process improvement programs Experience managing, mentoring, or leading tax professionals (formal or informal) Strong analytical skills with ability to identify data issues and develop solutions Demonstrated ability to manage multiple priorities and deliver results under tight deadlines Project management experience or certification Track record of building effective stakeholder relationships across matrixed organizations Experience with deferred tax accounting and reconciliations Experience interfacing with external auditors and managing audit processes History of taking ownership and driving initiatives without extensive oversight Strategic mindset combined with willingness to roll up sleeves and execute tactically Strong communication skills with ability to explain complex tax concepts to non-tax audiences Review your work and that of others for quality, accuracy and relevance ​ What to Expect as Part of the Team Regular meetings with the Investment Tax Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Prince, NY

  • no content

Investment Accountant - Alternative Investments

Investment Accountant - Alternative Investments Alternative Investments Team/Investment Controllership Full-time/Boston, MA, or Springfield, MA The Opportunity This Investment Accounting Consultant role will be a key addition to our Investment Controllership team. The position resides within the Investment Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. The Team The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Impact Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow. Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process. Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances. Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management Actively participate in the implementation of the Company’s new ledger Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiates and/or leads increasingly complex continuous improvement activities. Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team. Makes recommendations to continuously improve the overall control environment of the Investment Controllership team. The Minimum Qualifications Bachelor’s degree in Accounting, Finance or related major 6 years of related work experience with a track record of increasing responsibility including financial reporting experience on alternative investments The Ideal Qualifications 8 years of related work experience CPA preferred Master’s degree preferred Strong analytical skills: ability to analyze financial data sets and tell the story of the data Proven ability to complete high quality work efficiently and increase autonomy over time Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries Experience with system implementations preferred Able to build and maintain strong working relationships across cross-functional groups Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc. Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

  • Springfield, MA

  • no content