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MassMutual · 2 months ago

Head of Wealth Business Strategic Finance

NEW YORK, NY

Full-time

Onsite

Director/Executive

10+ years exp

MassMutual is a reputable company seeking a Head of Wealth Business Strategic Finance who will be responsible for providing high-quality information and analysis to facilitate business performance assessment and reporting. The role involves collaborating with various business partners to drive strategic initiatives and support decision-making through financial insights and data analysis.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Identify and monitor key performance drivers and risks with timely communications of trends and observations. This supports decision making, internal management reporting and external reporting

Analyze sales, expenses, cash flows, AUM, unit costs and other financial business drivers, used by business partners and the CFO organization

Influence, lead and educate on financial-related elements of the strategic and tactical success of the businesses

Prepare high quality analysis to influence key financial decisions, including developing and employing analytical models. This analysis is also used both with the business and within CFO for management reporting and external reporting

Contribute to the development of driver-based forecasts, reviewing P&L assumption elements for reasonableness and assessing overall reasonableness of earnings forecasts. Ensure that key forecast business driver assumptions are developed in collaboration with business partners

Serve as a strategic consultant to the business, with the ability to work alongside seasoned business leaders while generating proactive recommendations for earnings optimization

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

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 business drivers impact 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

Qualification

Finance experienceFinancial forecastingData analysisBusiness intelligence applicationsU.S. GAAP knowledgeMBA designationCFA designationCPA designationCommunication skillsRelationship buildingLeadership

Required

10+ years experience in finance or actuarial, ideally with life insurance, annuity products or wealth management experience

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 and influencing skills

Experience with financial forecasting and quarter closes

Preferred

FSA, CFA, CPA or MBA designation a plus

Knowledge of U.S. GAAP and statutory financial reporting requirements is a plus

Ability to work well under pressure and manage multiple deliverables

Ability to lead and manage one or more direct reports

Benefits

Access to learning content on Degreed and other informational platforms

Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups

Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)