MassMutual · 2 months ago
Strategic Finance Lead - Agency Investment Program
SPRINGFIELD, MA
Full-time
Onsite
Senior Level
5+ years expMassMutual is a company that manufactures and sells protection and annuity products as well as wealth management solutions. They are seeking a Strategic Finance Lead to develop and manage business objectives, oversee departmental operations, and provide high-quality financial analysis to support decision-making and strategic initiatives.
FinanceFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
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
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
Identify and monitor key performance drivers and risks with timely communications of trends and observations
Analyze sales, revenues, loan payments and other financial business drivers, used by business partners and the CFO organization; develop traceability of loan program economics through to the balance sheet and income statement
Influence, lead and educate on financial-related elements of the strategic and tactical success of the businesses
Prepare strategic, executive-ready presentation materials that highlight key messages and actionable insights
Prepare high quality analysis to influence key financial decisions, including developing and employing analytical models
Contribute to the development of driver-based forecasts
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
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 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 performance is impacting 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
Required
Bachelors Degree with 5+ years experience in accounting or finance
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 skills; demonstrated ability to effectively challenge and influence peers and at time, senior leaders
Demonstrated potential to take on expanded responsibilities
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
Preferred
8+ years experience in accounting or finance
Knowledge of U.S. GAAP and statutory financial reporting requirements relating to life insurance products a plus
Successful cross-functional leadership across a matrixed organization
Ability to work well under pressure and manage multiple deliverables
Company
MassMutual
MassMutual is a mutual life insurance company that provides investment management and trust services.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Eddie Ahmed
Chairman, President & CEO
Roger W. Crandall
Chairman, President & CEO
Recent News
2025-12-25
2025-12-18
Company data provided by crunchbase