Healthcare

Strategy Lead, Business Strategy

Strategy Lead, Business Strategy MassMutual is a Fortune 100 financial services company with scaled businesses across insurance, wealth management, and asset management. Within the Corporate Strategy team, the Business Strategy team helps MassMutual leaders define priorities, evaluate growth opportunities, and make higher-quality strategic decisions in a changing financial services landscape. As a Strategy Lead, you will partner with executives and senior leadership teams to turn complex business questions into fact-based insights, actionable recommendations, and measurable business impact. This role offers many of the best elements of top-tier strategy consulting or similar work: Exposure to senior executives and highly consequential business decisions Opportunities to tackle the organization's most important strategic questions A wide variety of business challenges across multiple parts of the enterprise Significant responsibility and leadership opportunities early in your tenure Coaching, mentorship, and ongoing professional development While avoiding many of the traditional downsides: Limited travel The opportunity to see recommendations translated into action Deep business context and long-term relationships with stakeholders Direct visibility into the outcomes and impact of your work The Team The Business Strategy team serves as an internal strategy function for MassMutual’s business, with a focus on our revenue-generating areas of the enterprise. We work directly with executives and senior leadership teams on questions such as: How should MassMutual evolve its affiliated distribution model to win in a rapidly changing advice landscape? Where should we invest to drive long-term growth across insurance, wealth management, and institutional solutions? What competitive threats and opportunities should inform our strategic priorities? How can emerging trends create meaningful differentiation? What choices will have the greatest impact on advisor, customer, and business outcomes? The team focuses on four core areas: Supporting Executive and Senior Leadership Team decision-making through high-impact strategy engagements Advancing MassMutual's affiliated distribution and wealth management strategy toward holistic financial advice and sustainable growth Providing thought leadership and strategic direction on third party distribution, product, marketing, and business model evolution Managing the firm-wide Strategic Partnerships program, inclusive of building this function out further The team brings backgrounds in strategy consulting, insurance, wealth management, and corporate strategy, with a shared focus on practical impact. The Impact As a Strategy Lead, you'll serve as a trusted advisor to senior leaders and help shape the strategic direction of critical parts of the business. Your efforts will focus on: Leading complex strategic projects that influence executive decision-making across affiliated distribution, wealth management, product, brand, marketing, institutional solutions, and third party distribution: Structuring ambiguous business challenges into clear hypotheses, analytical workplans, and actionable recommendations Synthesizing quantitative and qualitative insights into compelling executive-level communications Driving stakeholder engagement across a broad range of business partners and leadership teams Partnering with analysts to conduct research, develop analyses, and deliver high-quality strategic recommendations Helping shape the strategic trajectory of our businesses through both formal strategy projects and ongoing thought leadership Developing perspectives on industry trends, competitive dynamics, regulatory developments, emerging technologies, and evolving customer expectations Developing and collaborating with partners across the enterprise on Board strategy deliverables including macro analysis of the external and competitive environment Managing enterprise wide relationships with Strategic Partner firms, driving alignment and identification of additional partnership opportunities Coaching and mentoring analysts while contributing to the development of the broader Business Strategy function The strongest Strategy Leads combine rigorous problem solving with excellent judgment, communication, and relationship-building capabilities. Successful team members demonstrate: Insatiable intellectual curiosity and a genuine desire to learn The ability to quickly understand complex business issues and identify the questions that matter most Strong executive presence and the ability to communicate effectively with senior leaders Exceptional analytical skills paired with practical business judgment A collaborative, low-ego approach to working across organizational boundaries A strong nose for value, helping leaders prioritize the opportunities that will drive the greatest impact A commitment to developing others through coaching, mentorship, and active feedback We believe strategy is ultimately about influence. The best recommendations create value only when they are understood, embraced, and acted upon by the organization. Minimum Qualifications 3 years of strategy consulting, corporate strategy, business strategy, or equivalent experience with a strong record of performance, inclusive of leading strategy projects from end-to-end 5 years of total professional experience Demonstrated experience independently leading substantial portions of strategy projects Bachelor's degree from a leading college or university Proven ability to structure complex problems and prioritize analysis Ability to analyze quantitative and qualitative information and generate meaningful insights Strong executive communication and presentation skills Experience creating concise, compelling, and data-driven materials for senior leaders Track record of coaching, mentoring, and developing junior team members Ability to build trusted, high-impact relationships across a broad range of stakeholders Preferred Qualifications Strategy consulting experience at a top-tier management consulting firm Graduate degree from a leading university or business school Experience in insurance, wealth management, asset management, retirement, or broader financial services Familiarity with distribution strategy, advisor business models, product strategy, marketing strategy, or customer growth initiatives What to Expect as Part of 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-LS1 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 Investment Controllership- Derivatives (STAT & GAAP)

Director Investment Controllership - Derivatives Controllers Organization of Corporate Finance Full-Time / Boston, Massachusetts or New York, NY Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team 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 while continuously improving how we work together as a team to make 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. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills. Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion. Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities Execute and oversee processes and controls that support derivative accounting and controllership Serve as a point of contact for external auditors on all derivative-related matters Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure Perform frequent ad hoc analysis and assist with special projects, as requested The Minimum Qualifications: Bachelor’s degree 8 years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership 3 years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB 2 years of experience as a people leader, responsible for managing direct reports OR 5 years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work The Ideal Qualifications: Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision Strong analytical, written, and verbal communication skills Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables Comfortable operating at both a strategic and hands-on level in an evolving environment Experience with different investment types and structures Experience with system conversion or subledger implementation Able to build and maintain strong working relationships across cross-functional groups CPA, CFA, CMA, or equivalent designations Experience with Aladdin platform and SQL is a plus 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.

  • Prince, NY

  • no content

Reinsurance Treaty Analyst

The Opportunity The Reinsurance Development Team is seeking a motivated, detail-oriented Contract Analyst to join a high-impact team at the center of MassMutual’s reinsurance strategy. This role offers broad exposure to contract management, business analysis, governance, and cross-functional initiatives across multiple product lines. You will help support reinsurance agreements, senior management reporting, compliance and audit requests, and business analysis while partnering with legal, actuarial, underwriting, product, risk management, reinsurance administration, and external reinsurers. This is an exciting opportunity for someone who enjoys variety, collaboration, and making a meaningful impact in a specialized area of the company. The Team Reinsurance Development is a small center of excellence responsible for managing MassMutual’s reinsurance relationships across the company. The team includes reinsurance actuaries and reinsurance administration professionals who develop, negotiate, secure, and administer traditional and financial reinsurance solutions. We focus on optimizing MassMutual’s reinsurance strategy, supporting the company’s operational, risk, and capital objectives, and ensuring strong governance, controls, and oversight across all reinsurance agreements. Impact: Support Reinsurance Development across business, operational, financial, and legal activities tied to agreements and related processes. Draft, review, and coordinate agreements, amendments, and related documents with Legal, your manager, and internal stakeholders. Coordinate communications with reinsurers, business partners, and stakeholders to support timely agreement execution. Conduct business analysis, including competitor research, counterparty diligence, trend monitoring, and senior management reporting. Support compliance, audit, risk, and cyber security requests by gathering inputs, tracking requirements, and preparing materials. Maintain templates, process documentation, trackers, and business-as-usual materials to support governance and efficiency. Assist with RFP processes by organizing information, coordinating communication, and documenting key decisions. Partner with reinsurance administration to communicate contract updates and operational changes. Track recurring contractual, governance, and reporting obligations to help ensure timely completion. The Minimum Qualifications Bachelor’s degree or in lieu a High School diploma with 7 years of related experience 5 years in the life, health, annuity, insurance or financial service industry 5 years research and analysis experience 3 years of experience with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook The Ideal Qualifications 2 years of reinsurance experience 2 years of contract drafting experience with strong written communication skills 1 year experience with negotiating 1 year of experience leveraging AI tools and technologies to support contract analysis, business analysis, process improvement, requirements gathering, and data-driven decision-making. Ability to perform analysis and convert results into practical business insights Paralegal, document management or qualifications is a plus What to Expect as Part of MassMutual and the Team 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-KM1 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 Accounting Associate II - Derivatives

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial 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. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team 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 while continuously improving how we work together as a team to make 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. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: Create an environment whereby the team is inspired, engaged and motivated by 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 courses to adapt to changing circumstances. Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request. Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles Execute processes and controls that support derivative accounting and controllership. Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: Bachelor’s degree 4 years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility 2 years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: 6 years of related work experience CPA, CMA or equivalent designations preferred Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB Experience with Investment software such as Aladdin Strong analytical skills: ability to analyze financial data sets and tell the story of the data. Experience with SQL or data analytics software such as Tableau and Alteryx is a plus Proven ability to complete high quality work efficiently and increase autonomy over time Able to build and maintain strong working relationships across cross-functional groups Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders. Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables Intellectual curiosity to continue learning and adding breadth and depth to understanding Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries Experience with system conversion or subledger implementation 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.

  • Boston, MA

  • no content

Strategic Communication Consultant

The Opportunity Are you a strategic communicator who loves turning complex ideas into clear, compelling stories? As a Strategic Communication Consultant supporting HR, Law, Compliance and more, you’ll help shape how employees experience some of the most important moments in their careers at MassMutual. In this role, you'll partner with leaders across Human Resources, Law and our corporate functions to develop and execute communication strategies that drive employee understanding, build trust, and foster engagement. Whether you're working on compensation, performance management, talent development, benefits, company policies or enterprise initiatives, you'll turn complex information into clear, meaningful communications. This role blends strategic thinking, storytelling, and project management. You'll serve as a trusted advisor to business partners, shaping messaging, anticipating employee questions, and identifying connections across the organization. The ideal candidate is someone with strong judgment, exceptional writing and planning skills, and the ability to move easily between strategy and execution. Someone who is naturally curious, collaborative, and comfortable managing multiple priorities in a fast-moving environment. Alongside a team of talented colleagues, you'll have the opportunity to influence some of our most important employee experiences while continuing to grow your own skills and career. And you'll be part of a company that's helping people secure their future and protect the ones they love – which starts with our employees. The Team The HR & Enterprise Communications team helps employees navigate some of the most important moments in their careers at MassMutual. Working closely with leaders and subject matter experts, we translate complex topics into communications that re clear and actionable. With everything we do, we strive to help employees understand what matters to them, connect their work to the company's direction, and build trust through timely, transparent communication. The Impact Inform, engage, connect and inspire MassMutual employees through clear, straightforward communications that enhance the overall employee experience. Serve as a trusted communications advisor to leaders across our corporate functions, developing employee-centered communication strategies, and making connections across various initiatives to our broader strategy. Lead or support communications related to the employee experience, such as compensation, performance management, talent development, benefits, company policies, and more. Develop compelling content across a variety of channels, including presentations, intranet articles, email, video, digital displays, and more. Manage multiple projects simultaneously, balancing priorities while ensuring high-quality execution and delivery. Minimum Qualifications Bachelor's degree or higher in Communications, Journalism, Public Relations, Marketing, or a related field. 8 years of communications experience - including communication strategy, project management and content creation with the ability translate complex information into clear compelling messages 3 years’ experience developing and executing employee communications that drive engagement, understanding, and alignment with business priorities. Ideal Qualifications Passion for employee communications and creating engaging, meaningful employee experiences. Demonstrated success advising senior leaders and influencing stakeholders while building strong collaborative relationships across all levels of an organization. Experience managing multiple projects, competing priorities, and deadlines in a fast-paced environment. Proven success leading executive-level all-employee meetings, company-wide communication events, and large-scale communication initiatives. Strong visual storytelling capabilities, including the effective use of graphics, photography, video, presentations, and other multimedia formats to enhance communication impact. Experience using artificial intelligence tools, including Microsoft Copilot, to improve communication planning, content development, and execution. Knowledge of communication measurement, employee engagement, and change communication practices, with a commitment to continuously improving communication effectiveness through innovation and best practices. Ability to partner effectively with leaders, subject matter experts, designers, publishers, and other stakeholders to manage the end-to-end development and delivery of employee communications. 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. 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

Wealth Management Accounting Associate

Wealth Management Accounting Associate Wealth Management Controllership Team Full Time/Springfield, MA The Opportunity As a Wealth Management Accounting Associate within the Controllers organization in Corporate Finance, you'll help support the financial operations and reporting for MassMutual's Wealth Management businesses. This is an exciting opportunity to join a collaborative team that values curiosity, continuous improvement, and professional growth. In this role, you'll contribute to core accounting and reporting activities while gaining exposure to financial analysis, regulatory reporting, internal controls, and process improvement initiatives. If you're someone who enjoys solving problems, working with data, and finding better ways of doing things, you'll thrive in our dynamic and team-oriented environment. The Team The Wealth Management Finance team provides accounting and financial support for MassMutual's registered broker-dealers and affiliated businesses. As part of a close-knit team, you'll have the opportunity to work across a variety of accounting and reporting activities rather than being limited to a single area of responsibility. This broad exposure creates an excellent learning environment where you'll develop a strong understanding of both the business and the financial processes that support it. The Impact As a Wealth Management Accounting Associate, you'll play an important role in ensuring accurate financial reporting, supporting regulatory requirements, and helping the team identify opportunities for greater efficiency and insight. Your responsibilities may include: Perform daily and weekly cash management activities and account reconciliations for Wealth Management entities. Support the monthly close process, including preparing journal entries, completing account reconciliations, and resolving intercompany balances. Analyze financial data and develop meaningful reporting and visualizations that help stakeholders understand business performance. Assist with responses to requests from external auditors and regulatory examiners. Analyze trends and financial results and contribute commentary that helps leadership understand key business drivers and outcomes. Support and maintain internal controls designed to ensure accurate and timely financial reporting. Partner with team members to comply with Sarbanes-Oxley (SOX) and Financial Responsibility Rule (FRR) requirements. Identify opportunities to improve processes, enhance reporting, and increase efficiency through automation and best practices. Participate in continuous improvement initiatives that strengthen financial operations and deliver greater business value. Minimum Qualifications Bachelor's degree or in lieu of a degree, a high school diploma plus 5 years of work experience in accounting, finance, financial reporting, broker-dealer operations, regulatory reporting, audit, controls, treasury, reconciliations, or other financial services-related functions 1 years of relevant experience in accounting, finance, financial reporting, broker-dealer operations, regulatory reporting, audit, controls, treasury, reconciliations, or other financial services-related functions 2 years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis, and large financial datasets. Due to the nature of this position, candidates must successfully complete a non-registered fingerprint background check and qualify as a fingerprinted person under FINRA requirements. Ideal Qualifications Bachelor’s degree in accounting or finance Experience supporting broker-dealers, financial services, or regulated financial organizations. Familiarity with MassMutual Wealth Management products, businesses, or distribution channels. Strong attention to detail and analytical problem-solving skills. Strong verbal and written communication skills with the ability to collaborate effectively across teams. Ability to work independently, prioritize competing responsibilities, and exercise sound professional judgment. Experience with Alteryx or other data analytics and automation tools. Knowledge of accounting controls, financial reporting, or regulatory reporting requirements. Progress toward CPA certification is a plus. Why Join MassMutual At MassMutual, you'll do meaningful work for a company driven by a longstanding commitment to helping people secure their financial future. We invest in our employees' growth and provide opportunities to make an impact from day one. You'll benefit from: Meaningful work that connects directly to business performance and customer outcomes. Opportunities to learn, grow, and expand your accounting and finance expertise. A collaborative and inclusive team environment where diverse perspectives are valued. Access to professional development resources, mentoring, and internal networking opportunities. Employee resource groups and communities that foster connection, learning, and belonging. A culture built on integrity, accountability, and continuous improvement. LI-CM1 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 Forecasting Strategy & Transformation Lead

Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications 10 years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs Experience working with actuarial or financial models and understanding model development, testing, and governance cycles Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how." Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities 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.

  • 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.

  • Prince, NY

  • no content

Investment Accounting Manager - Alternative Investments

Investment Accounting Manager - Alternative Investments Alternative Investments Team/Investment Controllership Full-time/Boston, MA, or Springfield, MA This is an Individual Contributor role The Opportunity This Investment Accounting Manager 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

Regulatory Product Filing Consultant

Regulatory Product Filing Consultant Regulatory Product Filing Team Full Time Boston, MA or Springfield, MA The Opportunity As a Regulatory Product Filing Consultant, you will own complex regulatory filing work for MassMutual product lines, including life insurance, annuities, disability insurance, and worksite products. You will independently prepare, complete, and document filings through SERFF or comparable regulatory filing platforms, while drafting complex contract forms, riders, endorsements, communications, and filing materials for state insurance departments and the Interstate Insurance Product Regulation Commission (Compact). This role is designed for an experienced regulatory filing professional who can lead work across ambiguity, translate regulatory requirements into practical filing strategies, and partner with cross-functional stakeholders to support timely, accurate, and well-documented submissions. You will serve as a subject matter resource for complex filing practices and regulatory issues, help resolve objections and comments from regulators, and contribute to projects that strengthen filing quality, records management, and operational readiness. You will have meaningful ownership of filing activity and related processes, including the ability to influence wording, manage timelines, coordinate amendments, and guide business partners through filing requirements. You will also have the opportunity to mentor junior team members and support broader team initiatives such as prospectus review, policy print review, information management, and updates connected to product or fund changes. The Team The Regulatory Product Filing Team supports the regulatory filing needs of multiple MassMutual product lines and plays a key role in connecting product development, contract drafting, regulatory approval, print production, and records management. The team partners closely with Law, Actuarial, Product Development, Compliance, Print Production, and other internal business areas to move filings from concept through approval and implementation. This is a collaborative, detail-oriented team that values accuracy, accountability, practical problem solving, and strong working relationships. The work is varied and often time-sensitive, requiring thoughtful coordination with internal partners and external regulators. You will join a team that supports each other, shares knowledge, and continuously looks for ways to improve filing processes and documentation. The Impact Lead complex insurance product filings from planning through submission, amendment, monitoring, approval, and documentation using SERFF or comparable platforms; your work helps products move through regulatory review in a timely, accurate, and audit-ready manner. Draft, review, and coordinate complex policy and contract forms, riders, endorsements, filing communications, and related materials; your work supports clear, compliant product documentation and helps business partners resolve wording and implementation questions. Research, analyze, and interpret regulatory requirements, state-specific guidance, bulletins, and filing practices; your analysis helps the team identify filing risks, support decisions, and translate requirements into practical solutions. Serve as a primary point of contact for regulator questions, objections, and comments; you will coordinate responses, amendments, and internal review so that objections are addressed professionally and with appropriate accountability. Partner with Law, Actuarial, Product Development, Compliance, Print Production, and other business areas to align filing content, timelines, and expectations; your collaboration helps reduce rework and supports successful approvals and implementation. Maintain organized records of filing activity, approvals, objections, status updates, and related communications; your documentation supports compliance tracking, risk management, records retention, and management reporting. Contribute to team and department projects such as illustration filings, fund update filings, annual report filings, policy print review, prospectus review, form database work, records management, archive transfer, online folder management, specimen requests, and other information management initiatives. Act as a technical resource and mentor for less experienced team members by sharing regulatory filing knowledge, reviewing complex questions, and helping strengthen team practices and consistency. The Minimum Qualifications Bachelor's degree. 5 years of experience in the insurance industry, regulatory filings, contract filing, product compliance, or product development support The Ideal Qualifications Master's degree or advanced insurance, compliance, legal, regulatory, or financial services coursework. 8 years of experience with insurance product filings or regulatory filing work for life insurance, annuities, disability insurance, worksite products, or comparable financial services products. Advanced knowledge of SERFF, Compact filings, state insurance department filing practices, regulatory objections, amendments, approvals, and filing documentation standards. Demonstrated experience leading complex filing projects, including coordinating timelines, resolving issues, aligning stakeholders, and documenting outcomes. Experience interpreting statutes, regulations, bulletins, filing guidance, or regulator feedback and converting requirements into clear filing actions or product wording updates. Strong technical writing skills, including experience drafting regulatory responses, objection responses, filing memoranda, contract provisions, or related communications. Ability to balance timeliness and accuracy while managing multiple priorities, deadlines, jurisdictions, products, and business partner needs. Experience supporting records management, specimen requests, policy print review, prospectus review, fund updates, annual report filings, illustration filings, or filing operations improvement projects. Working knowledge of Microsoft Office Suite, Adobe, SharePoint, and collaboration tools used for filing documentation, reporting, and records management. Leadership behaviors that strengthen the team, including mentoring, knowledge sharing, sound judgment, accountability, and collaborative problem solving. 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-FT1 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 Accounting Associate II - Mortgage Loans & Real Estate

Investment Accounting Associate II, Mortgage Loans and Real Estate Investment Controllership Full-Time/Boston, MA or Springfield, MA The Opportunity As an Accounting Associate II on our Investment Accounting team, you will help ensure accurate and timely monthly, quarterly, and annual accounting close cycles for our mortgage loan and real estate asset classes. You will account for investment transactions in compliance with applicable regulations and support monitoring, governance, process improvements, and transaction controls—including activities performed by third-party accounting service providers. You will also contribute to initiatives that improve efficiency and add value while building your project management expertise and deepening your knowledge of investment product accounting and its financial impacts The Team The Investment Controllership team is a high-profile group within the Controllers organization. Our accountants oversee a range of asset classes and investment activities, and the team continues to grow alongside our assets, strategic initiatives, and special projects. We combine strong business acumen with a commitment to delivering timely, accurate financial information. We work with agility, collaborate to improve our processes, ask thoughtful questions, identify issues with precision, and take accountability for making things right. The Impact Your responsibilities supporting the mortgage loan and real estate investment areas will include: Review and analyze monthly, quarterly, and annual reports prepared by the third-party administrator. Review financial statements, footnote schedules, regulatory filings, and management reports prepared by the third-party administrator. Analyze trends and results, partnering with peers and the Financial Reporting team to develop clear commentary that explains how performance affects financial results. Help prepare, analyze, and present monthly financial analysis reports to senior management. Support annual regulatory financial statement audit requests and participate in discussions with auditors. Identify opportunities to learn, grow, and strengthen team performance. Manage competing priorities, adapt quickly, and improve established processes to achieve goals efficiently. Identify and implement accounting improvements that increase efficiency and business value. Lead increasingly complex projects and continuous improvement efforts that may extend beyond the team’s core responsibilities. Collaborate effectively with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, and business unit controllers. Implement new statutory and GAAP investment accounting requirements and establish accounting processes for new investments and investment-related transactions. Develop, document, and maintain a strong internal control framework that supports accurate, timely financial reporting. Recommend improvements, monitor investment accounting controls—including work performed by vendors—and ensure adherence to policies and procedures. Actively participate in implementing the Company’s new ledger. The Minimum Qualifications Bachelor’s degree 4 years of investment accounting experience with increasing levels of responsibility 2 years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications Experience with investment, loan, mortgage loan, and/or real estate accounting is a plus CPA designation or progress toward certification preferred Knowledge of statutory (STAT) and GAAP accounting Strong analytical skills, including the ability to interpret financial data and clearly communicate the story behind the results Demonstrated ability to deliver high-quality work efficiently and operate with increasing independence Ability to build and maintain strong relationships across cross-functional teams and with third parties Excellent written and verbal communication skills, with the ability to present ideas clearly, professionally, and persuasively to leaders, colleagues, and third parties Ability to succeed in a dynamic, agile environment Intellectual curiosity and a commitment to continuous learning 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