Talent.com
​Strategic Finance Lead - Agency Investment Program
​Strategic Finance Lead - Agency Investment ProgramMassMutual • Boston, MA, US
​Strategic Finance Lead - Agency Investment Program

​Strategic Finance Lead - Agency Investment Program

MassMutual • Boston, MA, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Strategic Finance Lead - Agency Investment Program

Full-Time

Boston, MA or Springfield, MA

The Opportunity

Develop and manage the achievement of business objectives for assigned area. Contribute to the development of strategies and business goals and measures. Contribute to the development of financial and resource plans and budget management. Oversee daily operation of department. Implement short and medium-term business strategies. Manage available resources at the single or multi-departmental level. Mentor and / or direct less experienced managers or employees.

The Strategic Finance Lead will work with business partners in Brand, Product & Affiliated Distribution (BP&AD) and across Corporate Finance to provide high quality information and analysis to facilitate assessment and reporting of business performance, identification of options and decision-making.

This role reports to the Head of Agency Accounting & Analytics within Strategic Finance Business Partners, will comprise these critical functions to the success of BP&AD :

  • Lead the development of a comprehensive and holistic Loan Investment Program dashboard, strategically aligning loan activity analytics (loans outstanding, forgiven, production metrics) with strategic growth. Create an “ROI” view of the Loan Program with actionable insights. Provide consultation and recommendations to Business Owner (Head of MMFA Distribution)
  • In conjunction with business owners, evaluate existing recommendations for control enhancements and automation / efficiencies to reduce risk and streamline processes. Oversee the Strategic Program & Delivery (SP&D) process for these initiatives where applicable. Develop additional recommendations for control enhancements as business or process needs dictate.
  • Develop and maintain a programmatic forecast by program to support management of the loan investment program, and traceability to our balance sheet and income statement
  • Serve a ‘second in command’ to the Head of Agency Accounting & Analytics for day to day activities across loan programs, rent and lease commitments and agency accounting, along with strategic project support.

You’ll have an opportunity to contribute to helping our businesses grow and become more profitable. The General Agency Loan program is a key driver of our ability to strategically grow our business. You will develop and maintain strong knowledge of products, markets, competitors and key industry metrics. You will utilize your understanding of the business’ challenges and priorities to help drive decision-making. You will partner across Finance to understand the financials, leveraging data platforms to identify key information that will help to tell the story. You will provide support to CFO customers on performance, opportunities for cost efficiencies, benchmarking comparisons, sales, profitability results and considerations for decision-making. You will contribute to engagement for change, innovation and value creation.

The Team

In this role, you will join our Strategic Finance Team primarily supporting our MassMutual Life and MMFA business, which manufactures and sells protection and annuity products as well as wealth management solutions. The Strategic Finance team is a collaborative team whose members demonstrate accountability, agility, a dedication to be inclusive, strong business acumen, and show courage, even in the most difficult situations. Effective communication skills are key to successful relationship-building and the ability to articulate the reasoning and bases for recommendations and conclusions are imperative. Our team demonstrates an inquisitive approach, asking probing questions to identify issues with specificity.

The Impact

As a Strategic Finance Lead your work will impact strategic decisions made by the MMFA Distribution business; enabling better strategic decisions utilizing the financial data and tools. You will accomplish that through the responsibilities listed below :

Monitor and Communicate Business Drivers and Results

  • Identify and monitor key performance drivers and risks with timely communications of trends and observations. This supports decision making and internal management reporting and external reporting.
  • Analyze sales, revenues, loan payments and other financial business drivers, used by business partners and the CFO organization; develop traceability of loan program economics through to the balance sheet and income statement
  • Influence, lead and educate on financial-related elements of the strategic and tactical success of the businesses
  • Prepare strategic, executive-ready presentation materials that highlight key messages and actionable insights
  • Model and Analyze :

  • Prepare high quality analysis to influence key financial decisions, including developing and employing analytical models. This analysis will be used with both with the business and within CFO for management reporting and external reporting.
  • Contribute to the development of driver-based forecasts. Ensure that key forecast business driver assumptions are developed in collaboration with business partners, and incorporated into financial plans and forecasts
  • Drive and Support Strategic Initiatives :

  • Actively participate in driving business financial projects / initiatives. Be a respected thought partner in the development and execution of strategies and initiatives to achieve the enterprise’s strategic aspirations and goals, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals.
  • Review forecast and initiative assumptions and contribute to cost-benefit analyses to support decision making, including prioritization, in order to pursue the most beneficial initiatives and maximize benefits.
  • Inspire, lead and execute on CFO transformation initiatives, including data driven financial analysis, automated reporting, advanced analytics, data governance, and talent strategy.
  • Collaborate, Communicate and Influence :

  • Develop and maintain strong working relationships and collaborate with business partners and CFO co-workers to, among other outcomes, continuously improve CFO processes.
  • Use business acumen and communication skills to draft and contribute to commentary which enables readers to quickly understand why and how performance is impacting financial results. Communicate complex information and analysis in clear, understandable terms with appropriate context, focused on actionable content.
  • Address and drive solutions for financial-related issues and opportunities, including influencing cross-functional actions and collaboration.
  • The Minimum Qualifications

  • Bachelors Degree with 5+ years experience in accounting or finance
  • Experience using data and information to analyze and communicate (in writing, orally and visually) the implications of business unit activity, leveraging business intelligence applications (Alation, Microstrategy, SQL queries etc.)
  • Intellectual curiosity to continue learning and adding breadth and depth to understanding. Ability to partner with and influence business leaders and peers in using financial information and tools to identify options and make decisions
  • Excellent communication skills, including the ability to convey complex information in readily understandable terms
  • Exceptional relationship building skills; demonstrated ability to effectively challenge and influence peers and at time, senior leaders
  • Demonstrated potential to take on expanded responsibilities.
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

    The Ideal Qualifications

  • 8+ years experience in accounting or finance
  • Knowledge of U.S. GAAP and statutory financial reporting requirements relating to life insurance products a plus
  • Successful cross-functional leadership across a matrixed organization
  • Ability to work well under pressure and manage multiple deliverables
  • #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.

    serp_jobs.job_alerts.create_a_job

    Lead Program Finance • Boston, MA, US

    Job_description.internal_linking.related_jobs
    Private Client Financial Advisor

    Private Client Financial Advisor

    Citizens • Lawrence, MA, US
    serp_jobs.job_card.full_time
    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Private Client Financial Advisors (PCFAs). The Citizens PCFA is a branch-based adviso...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Analyst II

    Financial Analyst II

    Watts Water Technologies • North Andover, MA, United States
    serp_jobs.job_card.permanent
    Together, we're reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted
    Trust Officer

    Trust Officer

    BankTalent HQ • Gloucester, MA, United States
    serp_jobs.job_card.full_time
    The Trust & Financial Services Department seeks a motivated professional with excellent communication skills, plus a knowledge of, and interest in, the dynamics of personal finance, including wealt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Investment Strategy Project Manager

    Investment Strategy Project Manager

    MassMutual • BOSTON, Massachusetts, United States
    serp_jobs.job_card.full_time
    Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Insurance Agent

    Insurance Agent

    HealthMarkets • Plymouth, FL, US
    serp_jobs.job_card.full_time
    If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place.B...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Business Partner, Finance Business Partnering

    Business Partner, Finance Business Partnering

    National Grid • Waltham, MA, United States
    serp_jobs.job_card.full_time
    Every day we deliver safe and secure energy to homes, communities, and businesses.We are there when people need us the most. We connect people to the energy they need for the lives they live.The pac...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Director, Investor Relations

    Associate Director, Investor Relations

    Apellis Pharmaceuticals, Inc. • Waltham, MA, United States
    serp_jobs.job_card.full_time
    Apellis is looking to hire a driven and knowledgeable Associate Director, Investor Relations to join the Finance team.Reporting into the Head of Investor Relations, this individual will contribute ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist - Greenbush, MA

    Pediatric Integrated Behavioral Health Clinician (LICSW / Psychologist - Greenbush, MA

    LifeStance Health • Greenbush, MA, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Finance & Strategy Manager, FP&A

    Senior Finance & Strategy Manager, FP&A

    Coinbase • Boston, Massachusetts, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Finance Business Partner - BA and C

    Finance Business Partner - BA and C

    Sanofi • FRAMINGHAM, MA, US
    serp_jobs.job_card.full_time
    Finance Business Partner - BA and C.Cambridge, MA Morristown, NJ, Framingham, MA.Ready to push the limits of what’s possible? Join Sanofi in one of our corporate functions and you can play a vital ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Life Business Strategic Finance Lead

    Life Business Strategic Finance Lead

    MassMutual • Boston, MA, US
    serp_jobs.job_card.full_time
    Life Business Strategic Finance Lead.Highly seasoned finance professional with specialized skills / knowledge, which is recognized across the organization for their expertise.Demonstrated potential t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Investment Project Manager

    Investment Project Manager

    MassMutual • BOSTON, Massachusetts, United States
    serp_jobs.job_card.full_time
    Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Director, Financial Planning and Analysis

    Associate Director, Financial Planning and Analysis

    Ardelyx • Waltham, MA, United States
    serp_jobs.job_card.full_time
    Ardelyx is a publicly traded commercial biopharmaceutical company founded with a mission to discover, develop and commercialize innovative first-in-class medicines that meet significant unmet medic...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Finance Lead - Agency Investment Program

    Finance Lead - Agency Investment Program

    MassMutual • Boston, MA, United States
    serp_jobs.job_card.full_time
    Strategic Finance Lead - Agency Investment Program.Develop and manage the achievement of business objectives for assigned area. Contribute to the development of strategies and business goals and mea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Investment Management Program Manager

    Investment Management Program Manager

    MassMutual • BOSTON, Massachusetts, United States
    serp_jobs.job_card.full_time
    Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Specialist, Plant Finance

    Senior Specialist, Plant Finance

    Entegris • Billerica, MA, United States
    serp_jobs.job_card.full_time
    Senior Specialist, Plant Finance.Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees who have the drive to continue that mission....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Operations Finance Co-Op - Spring 2026

    Operations Finance Co-Op - Spring 2026

    Entegris • Billerica, MA, United States
    serp_jobs.job_card.full_time
    Operations Finance Co-Op - Spring 2026.Operations Finance Co-Op - Spring 2026.Here at Entegris, we use advanced science to enable technologies that transform the world, and we are seeking employees...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Leadership Development Program Associate

    Leadership Development Program Associate

    Pursuit Aerospace • Newburyport, MA, United States
    serp_jobs.job_card.full_time +1
    Founded on a commitment to relentless, continuous operational improvement and extraordinary customer service, we at Pursuit Aerospace pride ourselves on competitive cost structures, exceptional on-...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted