Strategic Finance Lead - Agency Investment Program

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

Model and Analyze :

Drive and Support Strategic Initiatives :

Collaborate, Communicate and Influence :

The Minimum Qualifications

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

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.