Financial Planning & Analysis Consultant - Treasury

CFA Institute
Boston, MA, United States
Full-time
We are sorry. The job offer you are looking for is no longer available.

Financial Planning & Analysis Consultant - Treasury

Full-Time

Boston, MA, Springfield, MA, New York, NY or Cincinnati, OH

The Opportunity

As the Financial Planning & Analysis Consultant, you will work in a fast-paced, innovative, and collaborative environment designing and implementing capital management initiatives with a focus on improving quality and efficiency.

This role will have the opportunity to work with the Capital Management Team on Treasury objectives.

The Team

The Financial Planning & Analysis Consultant is a member of the Treasury organization, a dynamic team of individuals with diverse backgrounds focused on maintaining a balance between high and sustainable returns for policyholders and a strong capital position, while enabling MassMutual to take advantage of growth opportunities within internal, regulatory, and rating agency constraints.

The team also focuses on minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible.

The Impact

This role will help drive the reporting of MassMutual's capital position and deliver analysis to inform strategic decision-making focused on capital drivers.

  • Provide period-over-period capital variance analysis and identify key drivers.
  • Improve attribution analysis to provide insight into capital trends and inform capital planning strategy.
  • Identify and evaluate capital spend for business and strategic opportunities, across financial, risk, and strategic views.
  • Participate in industry-wide advocacy efforts on upcoming regulatory changes and / or assist in implementing capital-efficient structures.
  • Participate and provide support in capital initiatives, including capital budgeting & allocation, product-level capital consumption analysis, and long-term forecasting of capital position.
  • Provide support on various capital management initiatives focused on developing enhanced capital analytics.
  • Represent MassMutual in discussions with the regulators and industry groups (e.g., National Association of Insurance Commissioners, American Council of Life Insurers, American Academy of Actuaries) to monitor proposed regulatory changes.

The Minimum Qualifications

  • BS in accounting, finance, business, actuarial science, or a related field.
  • 8+ years of progressive experience in corporate finance roles, including capital management, planning & analysis, enterprise risk management, etc.

The Ideal Qualifications

  • Knowledge of statutory, rating agency, and economic capital frameworks.
  • Experience in capital management, allocation, and budgeting.
  • Knowledge of US GAAP and statutory accounting.
  • Experience working in a Finance transformational setting; driving change and managing competing priorities.
  • Ability to identify and implement changes to complex processes that will save processing time and / or provide insight into results.

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Treasury and other Financial Planning & Analysis teams.
  • Focused one-on-one meetings with your manager.
  • Access to mentorship opportunities.
  • Networking opportunities including access to Asian, Hispanic / Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups.
  • Access to learning content on Degreed and other informational platforms.
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits.

LI-RK1

MassMutual is an Equal Employment Opportunity employer Minority / Female / Sexual Orientation / Gender Identity / Individual with Disability / Protected Veteran.

We welcome all persons to apply. Note : Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.#J-18808-Ljbffr

14 days ago
Related jobs
Promoted
KBW Financial
Boston, Massachusetts

We are seeking a dynamic VP of Financial Planning and Analysis to become a vital member of our financial leadership team. Key Responsibilities:Lead Financial Insights: Oversee financial reporting, planning, and analysis, partnering with management to deliver valuable insights that influence strategi...

Promoted
Fenway Consulting Group
Bedford, Massachusetts

Wide range of analytical responsibilities with emphasis on financial modelling for all operating/business units. ...

MassMutual
Boston, Massachusetts

The Financial Planning & Analysis Consultant is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on maintaining a balance between high and sustainable returns for policyholders, and a strong capital position, while enabling MassMu...

Shawmut Design and Construction
Boston, Massachusetts

The Manager of FP&A partners with the corporate accounting team and other departments to help drive the management of financial reporting, budgeting and analysis. Development of ad-hoc financial reports and analysis as required by senior management. Oversee the preparation of accurate regional and s...

Panera Bread
Newton, Massachusetts

Panera is looking for an individual with a strong finance or financial planning background to serve as a finance business partner to our entire Café Operations team. Bachelor’s degree with at least 7-9 years’ experience in either a corporate finance or planning role, investment banking or consulting...

Humana
Remote, Massachusetts
Remote

Humana”) offers competitive benefits that support whole-person well-being.Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work.Among our benefits, Humana provides medical, dental and...

Imprivata
Waltham, Massachusetts

The Vice President of Financial Planning & Analysis leads the financial analysis and reporting function for the company. This role is instrumental to the business and incorporates financial modeling, product-level margin analysis, data collection, business Intelligence analysis and making tactical a...

Circle
Boston, Massachusetts

Supporting other functions (including Investor Relations and Corporate Development) with ad-hoc financial modeling and analysis to foster informed, strategic decision-making, including market analysis, business case development, corporate financial analysis, cost analysis. This role will oversee the...

Santander
Boston, Massachusetts

Director, Financial Planning & AnalysisCountry: United States of America. The Director, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. Conducts financial and economic analysis and forecast...

May Institute
Randolph, Massachusetts

Director of Financial Planning and Analysis. Director Financial Planning & Analysis. Strong financial athlete with deep expertise in budgeting and forecasting, performance analytics, management reporting and distilling complex financial concepts into easy to understand messages. The director plays a...