Jobs at MassMutual
695 open positions
Financial Planning & Analysis Consultant - Treasury
Company: MassMutual
Location: Boston, MA
Posted Mar 11, 2024
<p><b>The Opportunity<b> <br >As the Financial Planning amp 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 <br ><b>The Team<b> <br >The Financial Planning amp 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 MassMutual to take advantage of growth opportunities within internal regulatory and rating agency constraints In addition the team 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 <br ><b>The Impact<b> <br >This role will help drive the reporting of MassMutuals capital position and deliver analysis to inform strategic decisionmaking focused on capital drivers <br ><p><ul><li>Provide periodoverperiod capital variance analysis and identify key drivers<li> <li>Improve attribution analysis to provide insight into capital trends and inform capital planning strategy<li> <li>Identify and evaluate capital spend for business and strategic opportunities across financial risk and strategic views<li> <li>Participate in industrywide advocacy efforts on upcoming regulatory changes andor assist in implementing capitalefficient structures<li> <li>Participate and provide support in capital initiatives including capital budgeting amp allocation productlevel capital consumption analysis and longterm forecasting of capital position<li> <li>Provide support on various capital management initiatives focused on developing enhanced capital analytics<li> <li>Represent MassMutual in discussions with the regulators and industry groups eg National Association of Insurance Commissioners American Council of Life Insurers American Academy of Actuaries to monitor proposed regulatory changes<li> <ul><p><br ><b>The Minimum Qualifications<b> <br ><p><ul><li>BS in accounting finance business actuarial science or a related field<li> <li>6+ years of progressive experience in corporate finance roles including capital management planning amp analysis enterprise risk management etc<li> <ul><p><br ><b>The Ideal Qualifications<b> <br ><p><ul><li>8+ years of progressive experience in corporate finance roles<li> <li>Knowledge of statutory rating agency and economic capital frameworks<li> <li>Experience in capital management allocation and budgeting<li> <li>Knowledge of US GAAP and statutory accounting<li> <li>Experience working in a Finance transformational setting driving change and managing competing priorities<li> <li>Ability to identify and implement changes to complex processes that will save processing time andor provide insight into results<li> <ul><p><br ><b>What to Expect as Part of MassMutual and the Team<b> <br ><p><ul><li>Regular meetings with the Treasury and other Financial Planning amp Analysis teams<li> <li>Focused oneonone meetings with your manager<li> <li>Access to mentorship opportunities<li> <li>Networking opportunities including access to Asian HispanicLatinx African American women LGBTQ veteran and disabilityfocused Business Resource Groups<li> <li>Access to learning content on Degreed and other informational platforms<li> <li>Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits<li> <ul><p><br >LIFT1<br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $11040000$14490000<p>
Member Service Representative
Company: MassMutual
Location: St. Louis, MO
Posted Nov 09, 2023
The text describes a job opportunity for a Member Service Representative at MassMutual Federal Credit Union in Springfield, MA. The role involves assisting members and non-members with various credit union needs, including explaining products and services, responding to inquiries, and processing loan applications. The team is expected to maintain a professional work environment, provide excellent service, and adhere to established policies and regulations. The ideal candidate should have customer service experience, computer skills, and a significant level of trust and diplomacy. The role offers opportunities for professional growth, mentorship, and networking within the company.
Head of Expense Management - MM Operations
Company: MassMutual
Location: St. Louis, MO
Posted Mar 14, 2024
<p><b>The Team<b><br >As the Head of Expense Management you will be an experienced finance and strategic professional who wants to work with a diverse team of highly motivated professionals focused on proactively driving the development and execution of expense forecasting and reporting expense management prioritization and realization of strategic programs benefits meaningful analysis and control execution for MassMutual Operations activities This role is a unique opportunity to work with senior leadership and experience a holistic view of the enterprise while influencing financial and customer experience outcomes and collaborating with critical broader enterprise functions The team also includes the financial controls functions for the Operations organization<br >Our team has a high business acumen and is driven to provide timely and accurate strategic financial information We pride ourselves on working with agility and being a reliable source of information and solutions in the organization We strive to continuously improve and achieve results by actively listening seeking understanding and creating solutions as a unified team <br ><b>The Impact<b><br >You will work across Operations and with Corp Finance and CFO as well as Product to validate expense allocations forecasts and actual expense results including analysis of other operations metrics could include placement rates unit costs Annual Incentive Program metrics etc Working with Operations Senior Leaders you will report and analyze expense results and drive our forecasting process to reflect business changes experienced anticipated Working with Procurement and Vendor Management teams you will be responsible for reconciling contracts leading and gathering of benchmarked data to better manage expenses amp operational processes You will be responsible for conducting special studies in relation to organizational effectiveness including competitive assessments for functions across operations While analyzing project specific expectations and results ensure benefits and costs of CBAs for all projects are met and that any benefits are visible and appropriately reinvested or captured Collaborate with finance and portfolio partners to support alignment of financial and organizational health information Build and maintain initiatives for the SLT to jointly manage progress to enable resource decision making and enhance customeradvisor satisfaction Infuse metrics into quarterly strategic discussions for review and action Leverage data and measurement to position positive progress<br >This is an opportunity for an experienced accounting professional who thrives in a highly dynamic and agile environment to collaborate across teams seeking solid execution and improving outcomes<br >You will provide sound financial advice to Operations business units or other departments anticipating the financial and business impacts of changes in the business environment and make recommendations to ensure appropriate processes are implemented and maintained Your responsibilities will also include but are not limited to the following<br ><p><ul><li>Managing a team of professionals and lead the collaboration and oversight of operations expenses strategic impact and other key business processes<li> <li>Ensures the accurate timely completion of monthly quarterly and annual processes by effectively planning monitoring and problem solving<li> <li>Designs and improves the analysis on trends and results drafting commentary which enables readers to quickly understand the financial results and drivers<li> <li>Effectively collaborates with CFO SPampD Product and across Operations and builds key relationships to understand financial and business impacts <li> <li>Exhibit strong leadership presence and communications skills in presenting results to various levels of management This will require thought leadership and entail developing sound operational strategic and finance practices efficient processes and robust control documentation to effectively deliver timely and insightful results <li> <li>Demonstrates the technical and leadership competencies and passion for continuous improvement<li> <li>Reviews and reconciles Cost Benefit Analysis driving benefits realization<li> <li>Drive recommendation for changes to improve and meet Unit Cost goals expense KPIs<li> <ul><p><br ><b>The Minimum Qualifications<b><br ><p><ul><li>Minimum of 10 years of Insurance Operational experience focused on expense management strategic project analysis and benefits realization<li> <li>Organization and prioritization skills analytical and ability to leverage data to build the story and product sound recommendations to address any gaps the data may surface<li> <li>Collaborative leader that can effectively build relationship across teams<li> <li>Excellent writtenverbal communication across all levels and functions<li> <li> Strong multitasking skills ability to adapt to change and manage competing priorities<li> <ul><ul><li>Experience working in a Finance transformational setting driving continuous improvements and efficiencies beyond own scope of responsibility<li> <li>Intellectual curiosity to continue learning and adding breadth and depth to understanding<li> <ul><p><br >LIMC1<br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $15980000$20970000<p>
Marketing Consultant
Company: MassMutual
Location: St. Louis, MO
Posted Oct 31, 2023
MassMutual is seeking a Marketing Consultant for a full-time, hybrid role in Boston or Springfield, MA. The successful candidate will support omni-channel marketing campaign development and content creation for life insurance products. They will collaborate with various teams, including product specialists, compliance, and legal, to ensure accurate and appropriate marketing content. The role involves developing key content, partnering with creative centers of excellence, and engaging with marketing operations. Minimum qualifications include a high school diploma and 3+ years of marketing experience. Ideal candidates have a Bachelor's degree, 5+ years of financial services marketing experience, strong written communication skills, and proficiency in Microsoft Office. MassMutual is an Equal Employment Opportunity employer.
Competitive Intelligence Analyst - Annuities
Company: MassMutual
Location: St. Louis, MO
Posted Mar 14, 2024
<p><b>The Opportunity<b><br >As our Annuities Competitive Intelligence Analyst you will build and manage analyses for our sales efforts while also proactively addressing issues associated with competitors both existing and future that may affect MassMutuals sales goals <br ><b>The Impact <b><br >We are looking for an experienced professional who can deliver business value by analyzing the annuity sales opportunity across MassMutuals thirdparty amp new markets distribution channels <br ><b>Key Responsibilities Include<b><br ><p><ul><li><b>Product Expertise<b> Identify the unique selling points for the MassMutual annuity suite across various income ages market scenarios and riders<li> <li><b>Sales enablement<b> work with the annuity sales amp marketing teams to create detailed playbooks battlecards sales collateral training sessions and other tools for our intermediary facing teams<li> <li><b>Training<b> develop content and host training sessions for internal and external wholesalers<li> <li><b>Field insights<b> gather feedback from sales teams internal stakeholders and intermediaries to identify common pain points and challenges provide this feedback to the intelligence teams and annuity product leaders<li> <li>Deliver real time updates on disruptive activity and any impacts to MassMutual<li> <li>Serve as a key contact for presales inquiries to include providing illustrations contract differentiators and details on rider options<li> <li>Perform ongoing database research to identify sales opportunities for MassMutual Strategic Distributors<li> <li>Provide weekly heatmap tracking on the competitiveness of the MassMutual annuity portfolio by distribution partner<li> <li>Utilize intranetinternal hubs to socialize intelligence develop metrics to track effectiveness<li> <ul><p><br ><b>Minimum Qualifications<b><br ><p><ul><li>5+ years experience working with annuity products<li> <li>3+ years working experience in a Marketing Distribution Sales or Research position<li> <li>3+ years experience using databasesdatasets to create benchmarks<li> <li>3+ years experience presenting findings to senior leaders<li> <li>3+ years experience with Microsoft Office Suite Word Excel PowerPoint Outlook<li> <ul><p><br ><b>Ideal Qualifications<b><br ><p><ul><li>At least 5+ years working experience in market competitive and or sales intelligence<li> <li>Third party distribution channel experience<li> <li>Confident communicator with strong written and verbal communication skills<li> <li>Selfdirected and ability to work independently to drive refine and grow our intelligence function an Intrapreneurial mindset<li> <li>Strong interpersonal communication and relationship building skills<li> <li>Resourceful with strong problemsolving skills and able to find information that is not readily available from a single source<li> <li>Proactively anticipates amp meets stakeholder needs<li> <li>Able to leverage their strong network of internal and external experts to build market insights<li> <ul><p><br ><b>What to Expect as Part of MassMutual and the Team<b><br ><p><ul><li>Regular meetings with the Industry Intelligence team<li> <li>Focused oneonone meetings with your manager<li> <li>Access to mentorship opportunities<li> <li>Networking opportunities including access to Asian HispanicLatinx African American women LGBTQ veteran and disabilityfocused Business Resource Groups<li> <li>Access to learning content on Degreed and other informational platforms<li> <li>Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits<li> <ul><p><br >LICR41<br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $11310000$14840000<p>
Senior Cash Management Consultant
Company: MassMutual
Location: St. Louis, MO
Posted Mar 15, 2024
<p>Senior Cash Management Consultant<br >Cash Operations Controllers Finance<br >FullTime Springfield MA or Boston MA<br ><b>The Opportunity<b><br >As a Senior Cash Management Consultant you will be responsible for the management of MassMutuals banking relationships including contract management annual reviews regulatorycompliance requests risk management and daily operational performance You will have significant interaction and partnership with the business payment functions in the MassMutual investment and insurance operations business units as well as with the Corporate Treasury team within Finance You will partner with the various business units to support daily operations and implement new technological solutions that will facilitate cash management collections payments and streamline the processing of transactional cash movement You will be responsible for the successful coordination planning and execution of cash management initiatives in Finance including the implementation of a treasury management system bank account analysis fees management and reporting You will report to the Head of Cash Management<br ><b>The Team<b><br >The Controllers Organization is comprised of highly skilled collaborative problem solvers who are using innovative finance tools to move MassMutual and the industry forward Team members demonstrate high levels of competence in the areas of accountability agility leadership and are focused on development The team culture is collaborative crossfunctional and uses old and new technologies combined with a focus on worklife balance <br ><b>The Impact<b><br >The Senior Cash Management Consultant will be responsible for but not limited to the following<br ><p><ul><li>Regularly meet with bank representatives cultivate relationships and provide regular and timely feedback about the services and products<li> <li>Review and evaluate bank services and pricing including developing and maintaining scorecards<li> <li> Perform monthly bank fee and services analysis including reporting and metrics<li> <li>Complete bank documentation and service agreements<li> <li>Manage financial risk and operational performance of bank relationships and the respective software including company Supplier Relationship Management responsibilities Risk Committee Meetings<li> <li>Coordinate with Treasury and Investment to ensure optimization of banking structures and cash flow to support business including evolving payment methods and data analysis<li> <li>Support lines of business with the setup and management of their payment systems including cash flow analysis and process design Payment method consultation bank structure system interfaces from admin system to bank<li> <li>Open new bank accounts and integrate into Company ecosystem general ledger cash position bank rec etc<li> <li>Serves as Subject Matter Expert for banking questions and payment methods<li> <li>Review interpret implement new bank rules and regulations<li> <li>Establish and enhance governance and internal control procedures and maintain and consistently improve upon a strong control environment<li> <li>Serve as the Security Administrator for various online banking platforms<li> <ul><p><br ><b>The Minimum Qualifications<b><br ><p><ul><li>BS in business economics accounting finance or related field<li> <li>5+ years of relevant cash managementfinance experience<li> <ul><p><br ><b>The Ideal Qualifications<b><br ><p><ul><li>MBA or equivalent preferred<li> <li>CTP preferred<li> <li>8+ years of progressive cash management experience<li> <li>Experience working with a Treasury Management System<li> <li>Cash Flow and bank balance analysis and optimization<li> <li>Ability to work with all levels of personnel from staff to executive management<li> <li>Strong computer aptitude which includes expertise with Microsoft Excel and Word<li> <li>Strong analytical and problemsolving abilities<li> <li>Strong attention to customer service and quality results<li> <li>Ability to build relationships and collaborate on improvements<li> <li>Ability to monitor key controls to mitigate risk<li> <li>Experience with bank relationships and offerings as well as various banking operations best practices tools and technology<li> <li>Previous experience opening and operationalizing bank accounts<li> <ul><p><br ><b>What to Expect as Part of MassMutual and the Team<b><br ><p><ul><li>Regular meetings with the Cash Operations Team<li> <li>Focused oneonone meetings with your manager<li> <li>Access to mentorship opportunities<li> <li>Networking opportunities including access to Asian HispanicLatinx African American women LGBTQ veteran and disabilityfocused Business Resource Groups<li> <li>Access to learning content on Degreed and other informational platforms<li> <li>Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits<li> <ul><p><br ><b>LIRP1<b><br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $10490000$13770000<p>
Actuary, Internal Audit
Company: MassMutual
Location: Boston, MA
Posted Mar 15, 2024
<p><b>Actuary Internal Audit<b><br ><b>Actuarial and Investments Audit Team<b><br ><b>Fulltime<b><br ><b>Springfield MA or Boston MA<b><br ><b>The Opportunity<b><br >As an Actuary Internal Audit you will provide crucial assistance during internal audit activities helping to complete specific tasks within the overall scope of the audit project You will have the opportunity to function as an operational risk and control expert providing advicementoring to audit associates and business area management while advocating compliance with standards for audit actuarial risk financial and investments standards and best practices<br ><b>The Team<b><br >Corporate Audit consists of approximately 50 professionals across MassMutual businesses at several locations worldwide Our work directly contributes to supporting MassMutuals strategic focus on growing the business enhancing profitability and focusing on the customer Internal Auditors evaluate business processes risks and controls providing guidance towards more effective efficient and reliable internal controls<br ><b>The Impact<b><br >As a member of the Actuarial amp Investments AampI Audit team you will report directly to the Head of Actuarial amp Investments Audit and you will work collaboratively across the team As an AampI auditor you will have sufficient knowledge and credibility to be considered a trusted advisor and demonstrate professional courage Our stakeholders expect audits of controversial topics and areas where MassMutual may not be performing well The impact you will have on the organization at large will come from evaluating company practices processes controls governance and risk management<br >Responsibilities for the Actuary Internal Auditor will include but are not limited to the following<br ><p><ul><li>Audit valuation pricing product development financial planning amp analysis investments assetliability management hedging and risk management<li> <li>Validate actuarial investment risk and financial areas for consistency with internal and external standards and best practices<li> <li>Partner with other Corporate Audit teams on crossfunctional audits<li> <li>Inspire others by articulating how our work aligns with MassMutuals purpose and strategy<li> <li>Advocate continuous improvement efforts by driving decisions and execution<li> <li>Evaluate methods assumptions processes and controls for reasonableness compliance and consistency with internal and external standards including actuarial standards of practice<li> <li>Attract talent develop the team and coach the team to deliver valuable audit work covering all actuarial functions and meeting professional audit standards<li> <li>Influence and collaborate with business partners to improve controls and governance<li> <li>Recommend and negotiate appropriate business solutions to manage identified and emerging risks<li> <li>Involved in activities such as preparation of detailed programs for actuarial and investment audits review of complex calculations and processes and assessment of procedures to determine efficiency effectiveness and compliance with policies and standards<li> <li>Serve as the subject matter expert provide advice coach and facilitate training of new auditors<li> <ul><p><br ><b>The Minimum Qualifications<b><br ><p><ul><li>Bachelors Degree in actuarial science mathematics statistics or related discipline<li> <li>ASA or FSA or equivalent and MAAA designations<li> <li>5+ years of progressive actuarial or audit experience<li> <ul><p><br ><b>The Ideal Qualifications<b><br ><p><ul><li>8+ years of relevant actuarial experience<li> <li>Demonstrated versatility in communicating up down and across the organization by working with others and demonstrated ability to steer discussions with various levels of leadership across the enterprise<li> <li>Experience concurrently leading complex projects involving many functional stakeholders<li> <li>Demonstrated broad knowledge of insurance concepts investments risk management financial reporting and analysis pricing product development valuation ALM and hedging<li> <li>Works selfsufficiently enthusiastically engaging clients and peers to complete valueadded assignments within the defined project scope and timelines<li> <li>Ability to quickly familiarize with new practice areas and understand business challenges<li> <li>Experience performing audit techniques including evaluating risks and controls testing calculations validation of team audit work and negotiating control improvements and confirming their implementation<li> <li>Broad knowledge of life annuity DI and LTC products<li> <li>Demonstrates a strong understanding of risk concepts including inherent and residual risks as well as how to assess the design and effectiveness of internal controls<li> <li>Experience with any actuarial projection software such as GGY AXIS or Prophet<li> <li>Familiarity with general programing languages and visualization tools such as R Python SQL Alation MicroStrategy and Tableau<li> <ul><p><br ><b>What to Expect as Part of MassMutual and the Team<b><br ><p><ul><li>Regular meetings with the Actuarial amp Investments Audit Team<li> <li>Focused oneonone meetings with your manager<li> <li>Access to mentorship opportunities<li> <li>Networking opportunities including access to Asian HispanicLatinx African American women LGBTQ Veteran and disabilityfocused Business Resource Groups<li> <li>Access to learning content on Degreed and other informational platforms<li> <li>Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits<li> <ul><p><br >LICM1<br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $13780000$18080000<p>
Lead Life Pricing Actuary
Company: MassMutual
Location: St. Louis, MO
Posted Mar 11, 2024
<p><b>The Opportunity<b><br >As a Life Pricing Lead you will work on the development and pricing of our Whole Life Term and combination products You will work in a collaborative environment and partner with several different stakeholders spanning from sales and distribution to corporate actuarial You will have the opportunity to lead and coach a small team working on profitability and pricing projects This is a highly visible and influential role working with the core suite of Life products at a leading mutual life insurance company<br ><b>The Team<b><br >The Life Pricing team is a motivated group of actuaries and quantitative consultants who develop innovative products and pricing methodologies across a broad suite of Life products In this role you will interact with the Life Product team as well as the sales distribution reinsurance valuation and corporate oversight teams<br ><b>The Impact<b><br ><p><ul><li>Lead the pricing of new and existing Life insurance products<li> <li>Collaborate with distribution reinsurance risk management and corporate actuarial to price products within our risk tolerance while balancing competitiveness and profitability<li> <li>Ownership of the pricing and profitability models utilized by the Life Product team<li> <li>Influence and provide key contributions to ongoing business strategy and growth<li> <li>Lead the pricing review and approval process with both the corporate actuarial and product teams<li> <li>Lead other ad hoc actuarial projects for our Life products as needed<li> <ul><p><br ><b>The Minimum Qualifications<b><br ><p><ul><li>An accomplished FSA or ASA<li> <li>Member in good standing of the American Academy of Actuaries<li> <li>Experience with developing and maintaining actuarial models either in actuarial software or bespoke models ie Axis Prophet Python R VBA<li> <li>8+ years experience in actuarial roles<li> <li>Disciplined approach to strategic initiatives business projects and daytoday activities<li> <li>Demonstrated ability to effectively manage and deliver on multiple concurrent deliverables<li> <li>Ability to lead and influence others and drive engagement on large projects with multiple functional areas<li> <ul><p><br ><b>The Ideal Qualifications<b><br ><p><ul><li>5+ years experience in Life pricing and product development<li> <li>12+ years experience in actuarial roles<li> <li>Demonstrated success dealing with both complexity and ambiguity with ability to explore multiple solutions to a problem<li> <li>Ability to analyze and comprehend complex information as well as convey complex materials to nontechnical audiences<li> <li>Demonstrated ability to execute strategic initiatives business projects and daytoday activities simultaneously<li> <li>Experience with programming languages such as Python R or equivalent<li> <ul><p><br >LIIZ1<br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $15600000$20470000<p>
Head of BP&AD Shared Services
Company: MassMutual
Location: St. Louis, MO
Posted Oct 31, 2023
The Head of Brand, Product and Affiliated Distribution Shared Services will lead teams responsible for managing data, reporting, and financial needs for BP&AD Leadership. Key responsibilities include developing a Shared Services strategy, managing Variable Incentive Plans, and evolving sales and data reporting strategies. The role requires strong leadership, analytical skills, and the ability to navigate a changing environment.
Tax Consultant
Company: MassMutual
Location: St. Louis, MO
Posted Mar 13, 2024
<p><b>Tax Consultant<br >Investment Taxes Corporate Tax Department<b><br ><b>FullTime<b><br ><b>Springfield MA Boston MA or New York NY<b><br ><b>The Opportunity<b><br >As a Tax Consultant in the Investment Tax group you will work in a dynamic and collaborative environment primarily supporting securities tax operations including system and process efficiency and enhancements and you will support projects and strategic initiatives for other investment types such as partnerships real estate and derivatives The ideal candidate will have a convergent skillset of technical tax accounting and system proficiency experience navigating large data sets excellent communication skills and the ability to partner effectively with tax colleagues finance organization teams and across the broader investment ecosystem This position in collaboration with crossfunctional teams will b responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained Further this position will participate in investment initiatives or project tracks to develop enhance and automate tax processes and onboard significant transactions new mandates and tax legislation involving investments<br ><b>The Team<b><br >As a Tax Consultant you will be a member of the Investment Tax team within the Corporate Tax Department part of MassMutuals Controllers Organization The Corporate Tax Department is comprised of highperforming collaborative and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organizations strategic goals and initiatives<br ><b>The Impact<b><br >As a Tax Consultant you will help develop and execute Investment Tax goals and initiatives Your responsibilities will include <br ><p><ul><li>Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results<li> <li>Participate in daily crossfunctional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem<li> <li>Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended<li> <li>Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations<li> <li>Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types<li> <li>Assist in reviewing new investment transactions for securities partnerships LLCs and derivatives to determine correct tax treatment and how to efficiently operationalize<li> <li>Assist in executing various tax internal controls for investments<li> <li>Reconcile deferred tax balances for securities investments collaborating with the securities tax operations team<li> <li>Assist in preparing wash sales analysis<li> <li>Assist in maintaining tax planning strategies involving investments<li> <li>Assist in analyzing exchange transactions to determine if taxable or nontaxable<li> <li>Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle<li> <li>Stay current with tax law changes in general and impacting investments<li> <li>Proactively identify and implement process improvements increase automation and enhance digital analytics using existing and emerging technology solutions<li> <ul><p><br ><b>The Minimum Qualifications<b><br ><p><ul><li>Undergraduate degree in AccountingFinance<li> <li>5+ years of tax experience preferably in public accounting or large company environments<li> <ul><p><br ><b>The Ideal Qualifications<b><br ><p><ul><li>Masters degree in Taxation andor CPA a plus<li> <li>Experienced tax and accounting technical knowledge including tax code and regulations and GAAP accounting under ASC 740 Experience with Statutory Accounting Principles a plus<li> <li>Education andor experience utilizing business intelligence applications such as Alteryx highly desirable<li> <li>Comfortable working with investment systems platforms a dataintensive environment and data interfaces between ERP and tax systems<li> <li>Understanding of tax treatments of various securities transaction types<li> <li>Experience with tax transactions accounting and reporting for investment types other than securities including partnerships LLCs real estate debt and equity derivatives<li> <li>Proficient Excel skills and workpaper organizational ability integrating systems and analytical results<li> <li>Excellent written and verbal communication skills<li> <li>General knowledge of corporate taxation to understand how investments fit into larger tax compliance reporting and audit frameworks<li> <li>Some experience with US tax aspects of nonUS transactions issues and reporting eg PFICs CFCs foreign partnerships foreign disregarded entities withholding taxes<li> <li>Experience with large multidisciplinary projects that impact tax eg ERP implementations tax cosourcing engagements finance transformations<li> <li>Conversant in Financial and Accounting Systems such as SAP<li> <li>Ability to identify issues and recommend effective solutions<li> <li>Extremely organized detailoriented and demonstrated ability to effectively prioritize and multitask in a continually evolving environment<li> <li>Ability to utilize project management tools and best practices to organize and prioritize tasks<li> <ul><ul><li>Proven ability to collaborate crossfunctionally and influence outcomes<li> <li>Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position<li> <ul><p><br ><b>What to Expect as Part of MassMutual and the Team<b><br ><p><ul><li>An innovative growthoriented environment with a steady stream of interesting and challenging responsibilities<li> <li>Continual learning opportunities for the selfmotivated contributor supported by learning and development materials and opportunities<li> <li>Regular meetings with the Investment Tax team and crossfunctional workgroups<li> <li>Focused oneonone meetings with your manager<li> <li>Networking opportunities including access to Asian HispanicLatinx African American women LGBTQ Veteran and disabilityfocused Business Resource Groups<li> <li>Access to learning content on Degreed and other informational platforms<li> <li>Your ethics and integrity will be valued by a company with a strong and stable ethical business with comprehensive benefits and performancebased pay<li> <li>Flexible work location policy subject to manager approval and aligned to work requirements<li> <ul><p><br ><b>LIRP1<b><br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $8620000$11310000<p>
Director of Marketing Platforms and Shared Services
Company: MassMutual
Location: St. Louis, MO
Posted Nov 11, 2023
The role involves leading the Marketing Technology team, responsible for aligning technology vision with business strategy, delivering strategic marketing initiatives, and managing core platforms. The individual will collaborate with various teams to deliver high-impact customer experiences, improve creative collaboration, and modernize marketing platforms. They will also develop and execute the overall marketing platform strategy, focusing on cost reduction, speed-to-market, brand standards, and simplified technology delivery. The ideal candidate should have a Bachelor's degree in engineering, business, strategic management, or information technology, with 8+ years of technology experience in financial corporations. They should possess excellent analytical, strategic, and leadership skills, with a proven track record in leading results-oriented portfolios that support marketing. Financial services industry experience and a Master's degree in information technology or a related discipline are preferred.
Enterprise Risk Management Coordinator
Company: MassMutual
Location: Boston, MA
Posted Mar 11, 2024
<p><b>Enterprise Risk Management Coordinator<b><br ><b>FullTime Boston MA or Springfield MA<b><br ><b>The Opportunity<b><br >The Enterprise Risk Management Coordinator is a member of the Risk Strategy team within Enterprise Risk Management ERM This position will partner closely with numerous stakeholders of the Enterprise Risk Team to coordinate activities across different areas of governance and risk management administration <br ><b>The Team<b><br >The Risk Strategy team collaborates with ERM leadership and key stakeholders to provide the necessary context and analysis that ensures we are best positioned to manage emerging risks in our industry and evolve the ERM operating model The Risk Strategy team will also be responsible for facilitating the effectiveness of the ERM function working alongside the ERM leadership team to coordinate ERM activities engagement with stakeholders across the enterprise continuous improvement development of risk strategies roadmaps and change management for ERM to continue its transformation toward prioritized and automated access to risk data and analysis Our goal is to ensure bestinclass risk management utilizing automated tools and techniques to identify assess manage monitor and report on risks across the enterprise<br ><b>The Impact<b><br >You will thrive in this role if you are comfortable engaging stakeholders of all levels of the organization taskdriven detail oriented and organized while having clear and concise written and verbal communication skills A general background experience or desire to learn within the enterprise risk domain as well asor project management <br >In this role you will act as <br ><p><ul><li><b>Data Governance Coordinator<b> partnering with Data Owners on the lifecycle of their data from assessments to ongoing maintenance controls developing and executing an annual validation campaign including the decommissioning of certain dataset and supplier relationships<li> <li><b>Records Management and Unit Information Coordinator<b> ensuring compliance with the Information Governance and Records Management Policy including acting as a key resource on legal holds<li> <li><b>Business Continuity Support <b>owning the endtoend support process of continuity planning<li> <li><b>Project Coordinator<b> assisting with committee artifacts agenda and other administration of large reoccurring meetings Support various training division meetings and team building events hosted by ERM throughout the year Help organize the enterprise risk document repositories and ensure key artifacts and documents are currently updated and consistent across the department and enterprise<li> <li><b>Issue Validation Mitigation FollowUp<b> developing and monitoring reporting to determine when open mitigations are coming due or past due<li> <li><b>KRI Assemblance<b> working with control functions to capture Key Risk indicators and all associated metadata<li> <li><b>Tag Audit Findings to Taxonomy e<b>nsuring all new audit findings are associated to the appropriate enterprise risk taxonomy element managing and maintain reporting<li> <ul><p><br ><b>The Minimum Qualifications<b> <br ><p><ul><li>1+ years of Enterprise Risk Management or related business experience in insurance consulting strategy programproject management or financial services<li> <li>1+ years of experience creating presentations scorecards metrics and dashboards<li> <li>1+ years Project Coordinator or Project Manager experience<li> <li>Bachelors Degree<li> <ul><p><br ><b>The Ideal Qualifications<b> <br ><p><ul><li>5+ years of Enterprise Risk Management or related business experience in insurance consulting strategy programproject management or financial services<li> <li>Experience in risk consulting or strong desire to learn fundamentals of enterprise risk management<li> <li>Strong analytical critical thinking and problemsolving skills<li> <li>Understanding of Knowledge Management<li> <li>Higher degree MBA or equivalent<li> <li>Expert presentation and artifact creation<li> <li>Comfortable working collaboratively across the organization in a complex fast paced dynamic and continually evolving business environment<li> <li>High degree of integrity and ability to maintain confidentiality with business amp organizational information<li> <li>Experience and confidence with communicating to senior leadership<li> <li>Change management mindset<li> <ul><p><br ><b>What to Expect as Part of MassMutual and the Team<b> <br ><p><ul><li>Regular meetings with the Risk Strategy Team<li> <li>Focused oneonone meetings with your manager<li> <li>Access to mentorship opportunities<li> <ul><p><br ><p><ul><li>Networking opportunities including access to Asian HispanicLatinx African American women LGBTQ veteran and disabilityfocused Business Resource Groups<li> <li>Access to learning content on Degreed and other informational platforms<li> <li>Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits<li> <ul><p><br >LIFT1<br >MassMutual is an Equal Employment Opportunity employer MinorityFemaleSexual OrientationGender IdentityIndividual with DisabilityProtected Veteran We welcome all persons to apply Note Veterans are welcome to apply regardless of their discharge status<br >If you need an accommodation to complete the application process please contact us and share the specifics of the assistance you need<br ><b>Salary Range<b> $7250000$9510000<p>