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MassMutual · 9 hours ago

Finance Consultant, MMFA Field Capital Management

Springfield, MA

Full-time

Onsite

Mid, Senior Level

$90K/yr - $119K/yr

3+ years exp

MassMutual is seeking a Finance Consultant to join their team, primarily accountable for Program Management functions supporting MMFA Field Capital Management Programs. The role involves loan program design, application review, performance reporting, regulatory compliance, and financial analysis, while collaborating with various teams to ensure effective communication and problem-solving.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Execute Field Capital Management functions ranging from program ideation and design all the way through the program life-cycle to documentation, implementation, administration, forecasting and reporting

Handle the underwriting and execution of all MMFA Field Capital Management loans including, but not limited to, application review, in good order processing, underwriting offer and negotiation process, internal review and approvals, document execution and performance reporting

Engage and support in broader team functions covering Agent and General Agent compensation program design, documentation, modeling, analysis, problem solving, and regulatory support (examples NY Regulation 4228, Regulation BI (Best Interest), etc

Communicate clearly with agents and agency management to explain, problem solve and educate. Strong consulting and customer service skills

Build a deep understanding of Agent and General Agent compensation, back up other team members on critical functions

Engage in continuous improvement thinking, innovative problem solving, and implementing best practice policies and procedures aligning with organizational goals and objectives

Continually adjust priorities and handle multiple demands with urgency to meet deadlines

Create and update advanced excel models to manipulate and deliver information

Qualification

Financial analysisExcel expertiseProgram managementRegulatory complianceCompensation program designCommunication skillsCustomer serviceAnalytical skillsProblem solvingAttention to detailSelf-starterTeam collaborationNegotiation skillsAdaptability

Required

3+ years of experience in an analytical, finance, accounting, or mathematical based position

2+ years of expertise in Excel (VLookups, Pivot Tables, Basic Logic) for data manipulation

Preferred

5+ years of experience in an analytical, finance, accounting, or mathematical based position within financial services

2+ years of experience work with a field sales team or a general agency system

Proficient in Microsoft Office software, including PowerPoint

Strong communication skills, both written, verbal, and presentation and negotiating skills

Demonstrated ability working independently, with ambiguity and exploring/identifying technical solutions

High degree of ownership and sense of urgency

A self-starter with critical attention to detail

Knowledge of the MassMutual career agency system, contract types, MassMutual and MMLIS products and services and related compensation types

Experience with NY Regulation 4228 (covering compensation limits and delivery mechanisms among other things)

Experience with SIERA reporting system

Experience with the LoanPro application

Benefits

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

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)