Capital Planning ConsultantMassMutual • Boston, Massachusetts, US
Capital Planning Consultant
MassMutual • Boston, Massachusetts, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionLead bi-annual Return on Capital analysis, including generating long term view of STAT earnings based on life cycle earnings expectations Assist in producing quarterly statutory earnings power and regulatory capital projections and scenarios (both short and long-term range), including detailed analytics to support strategic decision making Ensure that our models are maintained, well-documented and compliant with enterprise model governance policies Ensure clear documentation of assumptions and methodology; facilitate peer review process Gain a deep understanding of the unit economics of each product, both before and after reinsurance, to ensure appropriately modeled Ensure key forecast driver assumptions and modeling methodologies are developed in collaboration with other Corporate Finance and Enterprise projections (e.g. Valuation, Financial Planning & Analysis, Pricing teams) Leverage advanced analytics (in-force analysis, experience studies, external market data), scenario analysis and strong attribution analysis to explain forecast results Review P&L assumption elements for assessing overall reasonableness of forecasts and ROC results Use business acumen and communication skills to draft and contribute to commentary which enables readers to quickly understand key results, implications and drivers Support long-term goal to transition capital projections to Anaplan rather than Excel for greater efficiency Collaborate with Enterprise Risk Management to support future alignment of modelling and testing methodologies and assumptions between base and risk appetite scenarios BS in accounting, finance, actuarial science or related field 7+ years of modeling experience in valuation, pricing, asset modeling, financial planning, and / or in financial risk management In-depth knowledge of Statutory accounting and Capital frameworks Insurance product pricing and modeling experience Critical thinking and problem solving Experience collaborating across multiple teams Detail-oriented with excellent oral and written communication skills Organized, planful and continuous improvement mindset Intellectual curiosity to continue learning and adding breadth and depth to understanding Ability to seek guidance and learn new skills from peers Regular meetings with the Balance Sheet Management and broader Treasury teams Focused one-on-one meetings with your manager Access to a collaborative network within the team with connected objectives Networking opportunities including access to Asian, Hispanic / Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
CAPITAL PLANNING CONSULTANT
Full-Time
Boston, MA
The Opportunity
As a Capital Planning Consultant, you will work in a fast paced, innovative and collaborative environment, working within a team that drives regulatory capital, financing and liquidity strategies to maximize MassMutual's policyowner value. This role will report directly to the Capital Planning Lead within MassMutual's Treasury Organization.
The Capital Planning Consultant will have the opportunity to :
- Contribute to analysis that will be used for strategic capital allocation decisions within Capital Committee meetings and other strategic discussions
- Enhance modeling tools and reporting capabilities for capital forecasts and return on capital metrics
- Collaborate across multiple teams including Financial Planning & Analysis, Corporate Actuarial, Enterprise Risk Management, Pricing and Investment Management to ensure consistency of assumptions and modeling methodologies
- Proactively focus on self-development (e.g. research of capital markets, capital frameworks, product impacts, market developments, MassMutual businesses, value creation metrics, etc.)
The Team
The Capital Planning Consultant is a member of the Balance Sheet Management team within the Treasury organization. This role will work with a dynamic team of individuals with diverse backgrounds that are focused on understanding actual and projected trends of regulatory capital, operating liquidity, financial flexibility and earnings levels so that they may develop strategies to improve financial performance to support maximizing value.
The Impact
Your work will contribute toward the evaluation of strategic decisions made to optimize allocation of capital. You will accomplish that through the responsibilities listed below :
Strategic Capital Modeling :
Validation of Assumptions and Modeling Methodology :
Review and Communication of Results :
Support Long-Term Transformation of Capital Projections
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-MM1 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
Planning Consultant • Boston, Massachusetts, US
Job_description.internal_linking.related_jobs
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.
At Schwab, you’re empowered to make an impac...serp_jobs.internal_linking.show_more
Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences.
As a Fortune 50 leader, we set the pace in a variety of ...serp_jobs.internal_linking.show_more
Join Voya Wealth Management In Seaport.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners and colleagues.We will fight for...serp_jobs.internal_linking.show_more
Cabot Corporation is seeking a Finance Manager / Business Partner to join the CST Americas segment at the Billerica, MA, Business and Technology Center.
The Finance Manager / Business Partner acts a...serp_jobs.internal_linking.show_more The Opportunity As the Investment Platform Consultant, you will support the Corporate Registered Investment Advisor (CRIA) business.
Primarily focusing on maintaining, enhancing and providing white ...serp_jobs.internal_linking.show_more 
Investment Consultant II - Merrill Premium.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how ...serp_jobs.internal_linking.show_more
Supervisor, Construction (Construction Management, Transmission).Eversource is looking for a Supervisor, Construction located in Eastern Massachusetts.
In this role you will be responsible for all a...serp_jobs.internal_linking.show_more
Financial Planning Strategy Consultant.Financial Planning Strategy and the development of sales tools features.You will join our Wealth Management Financial Planning team, which is a team that is a...serp_jobs.internal_linking.show_more As a Capital Planning Consultant, you will work in a fast paced, innovative and collaborative environment, working within a team that drives regulatory capital, financing and liquidity strategies t...serp_jobs.internal_linking.show_more 
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
POSITION SUMMARY : Responsible for the formulation and maintenance of retirement plan documentation.Interprets key legislation impacting the RS business function and client base as it relates to 401...serp_jobs.internal_linking.show_more
This is an Accounting / Finance Systems Role.Must have an Accounting / Finance eduation and upbringing.MUST HAVE S / 4 Hana Implementation and.
Order to cash, Procure to pay, Record to report, FP&A, Audit...serp_jobs.internal_linking.show_more
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our NY, Boston, Nor Cal, Raleigh or Charlotte office.
This position is responsible for t...serp_jobs.internal_linking.show_more
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.
At Schwab, youre empowered to make an impact...serp_jobs.internal_linking.show_more Join Voya Wealth Management In Boston Shape The Future Of Wealth Advisory.Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financ...serp_jobs.internal_linking.show_more 
Easton Select Group is a Massachusetts-based pool services and backyard leisure company with a diversified portfolio of brands.
Providing pool products, services, and expertise, the company meets th...serp_jobs.internal_linking.show_more In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.
At Schwab, youre empowered to make an impact...serp_jobs.internal_linking.show_more 
Easton Select Group is a Massachusetts-based pool services and backyard leisure company with a diversified portfolio of brands.
Providing pool products, services, and expertise, the company meets th...serp_jobs.internal_linking.show_more
The Managing Consultant is a vital contributor to our team and project work.The position spearheads client-facing interactions and plays a leadership role in identifying the approach and methods fo...serp_jobs.internal_linking.show_more This role sits within the MMLIS Investment Advisory Platform Team and oversees the Orion platform, including the co-advisory program and WMS Orion enhancements.
Responsibilities include collaboratin...serp_jobs.internal_linking.show_more
VP, Financial Consultant - Cambridge, MA
Charles Schwab • CAMBRIDGE, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Xfinity Retail Sales Consultant
Comcast • LOWELL, Massachusetts, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Consultant
Voya Financial • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finance Manager / Business Partner, CST Americas Billerica, MA Hybrid
Cabot Corporation • North Billerica, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Platform Consultant
MassMutual • Boston, Massachusetts, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Consultant II - Merrill Premium
Bank of America • Lincoln, RI, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Supervisor, Construction (Construction Management, Transmission)
Eversource • Plymouth, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning Strategy Consultant
MassMutual • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Capital Planning Consultant
MassMutual • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Finance Business Partner - BA and C
Sanofi • FRAMINGHAM, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Retirement Plan Consultant - ERISA
ADP • Salem, NH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
SAP S / 4Hana Consultant (638453) (Franklin)
The Planet Group • Franklin, MA, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Sr Business Planning & Support Consultant
First Citizens Bank • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, Financial Consultant - Cambridge, MA - Bonus and incentive opportunities (Hiring Immediately)
Charles Schwab • CAMBRIDGE, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Planning Consultant, Wealth Management
Voya Financial • Boston, MA, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning and Analysis, PE Investments
Easton Select Group • South Easton, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
VP, Financial Consultant - Cambridge, MA (Hiring Immediately)
Charles Schwab • CAMBRIDGE, MA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Planning and Analysis, PE Investments (South Easton)
Easton Select Group • South Easton, MA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Managing Consultant
Energy and Environmental Economics • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Product Consultant
MassMutual • Boston, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new