MassMutual

65 job(s) at MassMutual

MassMutual Springfield, Massachusetts
10/22/2025
Full time
Life Business Strategic Finance Lead Full-Time Boston, MA or Springfield, MA The Opportunity Highly seasoned finance professional with specialized skills/knowledge, which is recognized across the organization for their expertise. Demonstrated potential to take on expanded responsibilities. Influences and makes decisions with significant impact on the organization and/or company. Influences the development of functional strategy. Establish medium to long term work plans for the function and contributes to the development of financial and resource planning needed to achieve department business objectives. Has an established track record of success for driving and accomplishing critical business objectives. Manage, coach and develop one or more direct reports. The Life Business Strategic Finance Lead will work with business partners in Brand, Product & Affiliated Distribution (BP&AD) and 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 will be critical to managing the newly established Life P&L, including distribution, new business and In-force profitability. In addition, this role will oversee Sales for BP&AD (Life, Annuity and Worksite) and the MassMutual Financial Advisors, MMFA channel, including reporting and forecasting of product level sales. The role reports to the Head of BP&AD Strategic Finance within CFO, and will be working directly with the Head of Product and the Head of the MMFA Business on a regular basis. As the Life business Strategic Finance Lead, you'll have an opportunity to contribute to helping our businesses grow and become more profitable. 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 BP&AD 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. Highly effective communication and influencing skills are key to successful relationship-building and the ability to articulate the reasoning and bases for recommendations and conclusions are imperative. In addition, the ability to influence and challenge assumption in a matrixed organization will be essential. Our team demonstrates an inquisitive approach, asking probing questions to identify issues with specificity. The Impact: As the Life Strategic Finance Lead your work will impact strategic decisions made by your business partners; enabling better strategic decisions utilizing the financial data and tools. You will accomplish that through the responsibilities listed below: Drive and Support Strategic Initiatives: 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 product development and pricing analytics Lead the development of the Life P&L, including development of a Source of Earnings view: Insurance Margin, Investment Margin and Fee Margin. Understand and actively influence the expense allocation process to ensure expenses supporting Life are representative of the business. 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. Model and Analyze: 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 and vetting P&L assumption elements and assessing overall reasonableness of earnings forecasts. Ensure that key forecast business driver assumptions are developed in collaboration with business partners Monitor and Communicate Business Drivers and Results Identify and monitor key performance drivers and risks with timely communications of trends and observations. This supports decision making and internal management reporting and external reporting. Develop Sales Forecast scenarios, in close partnership with MMFA, monitor and assess trends and leading indicators; be able to substantiate and evaluate sales trends Analyze Margin, expenses, PTOI, AUM, unit costs, VNB, capital consumption 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 Collaborate, Communicate and Influence: 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 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. Optimize our talent by hiring and developing a direct report to support in analytics and production within the Life Business and MMFA. The Minimum Qualifications 10+ years experience in finance or actuarial 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.) Experience with financial forecasting and quarter closes Intellectual curiosity to continue learning and adding breadth and depth to understanding. Demonstrated ability to partner with, challenge and influence senior business leaders and peers in using financial information and tools to identify options and make decisions across a matrixed organization Excellent communication skills, including the ability to convey complex information in readily understandable terms Exceptional relationship building and influencing skills Proven ability to lead across a matrixed organization Ability to work well under pressure and manage multiple deliverables Ability to lead and manage one or more direct reports The Ideal Qualifications FSA, CFA or MBA designation a plus Knowledge of U.S. GAAP and statutory financial reporting requirements relating to life insurance products a plus What to Expect as Part of MassMutual and the Team Regular meetings with the team Focused one-on-one meetings with your manager 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 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.
MassMutual Hartford, Connecticut
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Boston, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Boston, Massachusetts
10/22/2025
Full time
Investment Accountant - Strategic Programs Investments and Corporate Subsidiaries Controllership - Strategic Programs Controllers Organization of Corporate Finance Full-Time Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Opportunity This Investment Accountant role is a newly created position that will be a key addition to our Investment and Corporate Subsidiaries Controllership team. You will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a senior accounting associate, you will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment and corporate subsidiaries accounting activities. This work schedule is a hybrid structure to maximize collaboration and flexibility, blending time working remotely and in the office, at our Boston, MA and Springfield, MA locations. The Team The Investment and Corporate Subsidiaries Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes investment activities and subsidiary activities. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. MassMutual is seeking a candidate to plan and lead the execution of various strategic programs across the Investments and Corporate subsidiaries teams, which entails ensuring proper design, implement and test of new systems and processes to achieve data quality and operational efficiencies. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational and interpersonal skills. The Impact: Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow Plays a key role in leading a collaborative and inclusive culture by working closely on projects with Investment Management Operations, Investment Managers and other Controllers teams Drive the participation and lead the execution of various cross-functional projects from the Investment and Coporate Subsidiaries team's perspective Responsible for accounting research on appropriate process design for complex investments and subsidiaries transactions Participate in process re-design as a result of the increased complexity in our investment strategies and advanced need of analytics for quarterly investments accounting results Leading the effort of investment accounting support for data quality requirements and process enhancements to ensure appropriate GAAP and STAT accounting and reporting Drive and oversees the plan, execution and testing of general ledger and sub ledger system transformation projects from the Investments and Corporate Subsidiaries Controllers perspective Partner with the Investment Middle Office on design of data governance and operational processes in the Investment ecosystem that supports the investments accounting and controllership activities Makes recommendations to continuously improve the overall control environment and specific control activities over investments and subsidiaries accounting Perform frequent ad hoc analysis and assist with special projects, as requested Uses professional insight to identify and assist in implement accounting improvements that increase the business value and efficiency of the team Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction The Minimum Qualifications: 6+ years of relevant experience in Investment and/or Subsidiaries Accounting/Operations/Reporting/Auditing with a foundational understanding of the upstream processes and impacts to downstream accounting and Controllership Bachelor's degree in Accounting or Finance The Ideal Qualifications: Experience in successful process redesign from system enhancements and conversion CPA, CFA or equivalent designations Experience in investment GAAP accounting Experience in insurance company Statutory accounting Experience with different investment types and structures Experience with data analytics and automation Experience with investment operations Experience with project management Pro-active, detail oriented, deadline driven; possess excellent documentation and analytical skills Results oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervision Excellent written and oral communication skills Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables Able to build and maintain strong working relationships across cross-functional groups What to Expect as Part of MassMutual and the Team Regular meetings with the cross-functional project teams Focused one-on-one meetings with your manager Access to mentorship opportunities 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Accountant - Strategic Programs Investments and Corporate Subsidiaries Controllership - Strategic Programs Controllers Organization of Corporate Finance Full-Time Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Opportunity This Investment Accountant role is a newly created position that will be a key addition to our Investment and Corporate Subsidiaries Controllership team. You will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a senior accounting associate, you will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment and corporate subsidiaries accounting activities. This work schedule is a hybrid structure to maximize collaboration and flexibility, blending time working remotely and in the office, at our Boston, MA and Springfield, MA locations. The Team The Investment and Corporate Subsidiaries Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes investment activities and subsidiary activities. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. MassMutual is seeking a candidate to plan and lead the execution of various strategic programs across the Investments and Corporate subsidiaries teams, which entails ensuring proper design, implement and test of new systems and processes to achieve data quality and operational efficiencies. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational and interpersonal skills. The Impact: Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow Plays a key role in leading a collaborative and inclusive culture by working closely on projects with Investment Management Operations, Investment Managers and other Controllers teams Drive the participation and lead the execution of various cross-functional projects from the Investment and Coporate Subsidiaries team's perspective Responsible for accounting research on appropriate process design for complex investments and subsidiaries transactions Participate in process re-design as a result of the increased complexity in our investment strategies and advanced need of analytics for quarterly investments accounting results Leading the effort of investment accounting support for data quality requirements and process enhancements to ensure appropriate GAAP and STAT accounting and reporting Drive and oversees the plan, execution and testing of general ledger and sub ledger system transformation projects from the Investments and Corporate Subsidiaries Controllers perspective Partner with the Investment Middle Office on design of data governance and operational processes in the Investment ecosystem that supports the investments accounting and controllership activities Makes recommendations to continuously improve the overall control environment and specific control activities over investments and subsidiaries accounting Perform frequent ad hoc analysis and assist with special projects, as requested Uses professional insight to identify and assist in implement accounting improvements that increase the business value and efficiency of the team Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction The Minimum Qualifications: 6+ years of relevant experience in Investment and/or Subsidiaries Accounting/Operations/Reporting/Auditing with a foundational understanding of the upstream processes and impacts to downstream accounting and Controllership Bachelor's degree in Accounting or Finance The Ideal Qualifications: Experience in successful process redesign from system enhancements and conversion CPA, CFA or equivalent designations Experience in investment GAAP accounting Experience in insurance company Statutory accounting Experience with different investment types and structures Experience with data analytics and automation Experience with investment operations Experience with project management Pro-active, detail oriented, deadline driven; possess excellent documentation and analytical skills Results oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervision Excellent written and oral communication skills Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables Able to build and maintain strong working relationships across cross-functional groups What to Expect as Part of MassMutual and the Team Regular meetings with the cross-functional project teams Focused one-on-one meetings with your manager Access to mentorship opportunities 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 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.
MassMutual Boston, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Accounting Policy Manager Accounting Policy and Controls Oversight Team Full time Boston, MA or Springfield, MA This is an individual contributor role The Opportunity We seek an energetic, motivated, and skilled accountant to join our Accounting Policy team in our Controller's Organization. As a Accounting Policy Manager, you will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on delivering high-quality work in a timely and accurate manner. You will be responsible for contributing to the setting/implementation of enterprise accounting policies and providing consultative services. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams seeking solid execution and improving outcomes. The Team As part of the broader Accounting Policy and Control Oversight team in the Controllers Organization of Corporate Finance, this position is a key contributor on the Accounting Policy team that sets enterprise accounting policy and advises a variety of stakeholders on application of accounting policies. The Accounting Policy Manager will be a direct report to the Head of Accounting Policy and Control Oversight. This position will have visibility to the Controller's and Corporate Finance Organization's leadership teams. Our team is highly motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to improve quality of our control environment by working closely with internal stakeholders and external auditors/project consultants. We strive to continuously improve by working together as a team to make each other and our processes better. The Impact As an Accounting Policy Manager, you will work with the Head of Accounting Policy and Controls Oversight and Accounting Policy Lead and be a key team player owning establishment and advising on the company's accounting policies. Your responsibilities will include, among others, the following: Work closely with MassMutual Finance line of business personnel in the review and analysis of significant, complex business transactions to determine the proper accounting and reporting for MassMutual. Develop relationships with key finance and accounting stakeholders across MassMutual, including leadership across the Finance organization, lines of business, and operations. Monitor, evaluate, and influence the development of and implementation of emerging accounting requirements from the FASB, NAIC, and other regulatory bodies. Regularly formulate opinions and provide updates on emerging accounting issues for discussion with the Head of Accounting Policy and Control Oversight, as well as the Corporate Controller. Proactively engage lines of business in assessing impacts and participating in the accounting standard-setting process. This includes coordination with accounting standard setters and regulators to advocate Company positions on accounting issues that could potentially impact the Company. Lead efforts to define the company's application and implementation of new accounting standards, as well as other regulatory reporting matters. Design, develop, and communicate additions or updates to corporate accounting policy manuals. Have a thorough assessment of risk and associated mitigation options as it relates to changes to accounting policies. Provide training on new policy implementations and their application. Other Responsibilities Include: Continually evaluate departmental processes and recommend process improvements. Establish and maintain strong, collaborative partnerships with the Company's external auditors and regulators. Ensure adherence to any applicable internal controls over financial reporting Core Competencies Include An ability to execute thoroughly in a fast-paced work environment, adapting quickly to changing conditions to achieve results. Ability to think creatively, map out solutions and drive their implementation Strong project management skills with the capability to adapt quickly to achieve goals Drive collaborative solutions and results with peers across the organization to gain support for ideas and execute on projects that deliver value to stakeholders Comfortable leading meetings, making strategic recommendations and giving presentations to increasingly large audiences. Minimum Qualifications BS in accounting or finance 6+ years of professional accounting experience, including experience at a large public accounting firm and/or experience in the accounting policy team of a leading financial institution or a leading insurance company Ideal Qualifications MSA, MBA or similar equivalent preferred Minimum of 8 years of professional accounting experience, including experience at a large public accounting firm and/or experience in the accounting policy team of a leading insurance company CPA license Strong oral and written communication skills Demonstrate strong accountability and commitment Ability to perform independent research and serve as a key resource for the resolution of unique or complex business problems Customer focus, change & innovation, strategic thinking, relationship building & influencing Ability to proactively take ownership of assignments and drive them through to completion Intellectual curiosity to continue learning and adding breadth and depth to understanding the tasks at hand Strong multi-tasking skills and ability to adapt to change Ability to take initiative to influence and drive results within a complex organization What to Expect as Part of MassMutual and the Team Regular meetings with the Accounting Policy team Focused one-on-one meetings with your manager Access to mentorship opportunities 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 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.
MassMutual Boston, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Boston, Massachusetts
10/22/2025
Full time
Accounting Policy Manager Accounting Policy and Controls Oversight Team Full time Boston, MA or Springfield, MA This is an individual contributor role The Opportunity We seek an energetic, motivated, and skilled accountant to join our Accounting Policy team in our Controller's Organization. As a Accounting Policy Manager, you will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on delivering high-quality work in a timely and accurate manner. You will be responsible for contributing to the setting/implementation of enterprise accounting policies and providing consultative services. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams seeking solid execution and improving outcomes. The Team As part of the broader Accounting Policy and Control Oversight team in the Controllers Organization of Corporate Finance, this position is a key contributor on the Accounting Policy team that sets enterprise accounting policy and advises a variety of stakeholders on application of accounting policies. The Accounting Policy Manager will be a direct report to the Head of Accounting Policy and Control Oversight. This position will have visibility to the Controller's and Corporate Finance Organization's leadership teams. Our team is highly motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to improve quality of our control environment by working closely with internal stakeholders and external auditors/project consultants. We strive to continuously improve by working together as a team to make each other and our processes better. The Impact As an Accounting Policy Manager, you will work with the Head of Accounting Policy and Controls Oversight and Accounting Policy Lead and be a key team player owning establishment and advising on the company's accounting policies. Your responsibilities will include, among others, the following: Work closely with MassMutual Finance line of business personnel in the review and analysis of significant, complex business transactions to determine the proper accounting and reporting for MassMutual. Develop relationships with key finance and accounting stakeholders across MassMutual, including leadership across the Finance organization, lines of business, and operations. Monitor, evaluate, and influence the development of and implementation of emerging accounting requirements from the FASB, NAIC, and other regulatory bodies. Regularly formulate opinions and provide updates on emerging accounting issues for discussion with the Head of Accounting Policy and Control Oversight, as well as the Corporate Controller. Proactively engage lines of business in assessing impacts and participating in the accounting standard-setting process. This includes coordination with accounting standard setters and regulators to advocate Company positions on accounting issues that could potentially impact the Company. Lead efforts to define the company's application and implementation of new accounting standards, as well as other regulatory reporting matters. Design, develop, and communicate additions or updates to corporate accounting policy manuals. Have a thorough assessment of risk and associated mitigation options as it relates to changes to accounting policies. Provide training on new policy implementations and their application. Other Responsibilities Include: Continually evaluate departmental processes and recommend process improvements. Establish and maintain strong, collaborative partnerships with the Company's external auditors and regulators. Ensure adherence to any applicable internal controls over financial reporting Core Competencies Include An ability to execute thoroughly in a fast-paced work environment, adapting quickly to changing conditions to achieve results. Ability to think creatively, map out solutions and drive their implementation Strong project management skills with the capability to adapt quickly to achieve goals Drive collaborative solutions and results with peers across the organization to gain support for ideas and execute on projects that deliver value to stakeholders Comfortable leading meetings, making strategic recommendations and giving presentations to increasingly large audiences. Minimum Qualifications BS in accounting or finance 6+ years of professional accounting experience, including experience at a large public accounting firm and/or experience in the accounting policy team of a leading financial institution or a leading insurance company Ideal Qualifications MSA, MBA or similar equivalent preferred Minimum of 8 years of professional accounting experience, including experience at a large public accounting firm and/or experience in the accounting policy team of a leading insurance company CPA license Strong oral and written communication skills Demonstrate strong accountability and commitment Ability to perform independent research and serve as a key resource for the resolution of unique or complex business problems Customer focus, change & innovation, strategic thinking, relationship building & influencing Ability to proactively take ownership of assignments and drive them through to completion Intellectual curiosity to continue learning and adding breadth and depth to understanding the tasks at hand Strong multi-tasking skills and ability to adapt to change Ability to take initiative to influence and drive results within a complex organization What to Expect as Part of MassMutual and the Team Regular meetings with the Accounting Policy team Focused one-on-one meetings with your manager Access to mentorship opportunities 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax Department Full-Time New York NY, Boston MA, or Springfield MA This is an individual contributor role . The Opportunity As an Investment Accounting Tax Manager 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 cross-functional teams, will be 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. The Team As an Investment Accounting Tax Manager, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual's Controllers Organization. The Corporate Tax Department is comprised of high-performing, 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 organization's strategic goals and initiatives. The Impact The Investment Accounting Tax Manager will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include: Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results. Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem. Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended. Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations. Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types. Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment and how to efficiently operationalize. Assist in executing various tax internal controls for investments. Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team. Assist in preparing wash sales analysis. Assist in maintaining tax planning strategies involving investments. Assist in analyzing exchange transactions to determine if taxable or non-taxable. Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle. Stay current with tax law changes in general and impacting investments. Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions. The Minimum Qualifications Undergraduate degree in Accounting/Finance or related field 6+ years of tax experience, preferably in public accounting or financial service environments. The Ideal Qualifications Master' degree in Taxation and/or CPA a plus. 8+ years of tax experience, preferably in public accounting or large financial services environments. Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740. Experience with Statutory Accounting Principles a plus. Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable. Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems. Understanding of tax treatments of various securities transaction types. Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives. Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results. Excellent written and verbal communication skills. General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks. Some experience with U.S. tax aspects of non-U.S. transactions, issues, and reporting (e.g. PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes). Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations). Conversant in Financial and Accounting Systems, such as SAP. Ability to identify issues and recommend effective solutions. Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment. Ability to utilize project management tools and best practices to organize and prioritize tasks. Proven ability to collaborate cross-functionally and influence outcomes. Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position. What to Expect as Part of MassMutual and the Team An innovative, growth-oriented environment with a steady stream of interesting and challenging responsibilities. Continual learning opportunities for the self-motivated contributor, supported by learning and development materials and opportunities. Regular meetings with the Investment Tax team and cross-functional workgroups. Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 comprehensive benefits and performance-based pay. Flexible work location policy, subject to manager approval and aligned to work requirements. 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.
MassMutual Hartford, Connecticut
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Domestic Tax Manager - Insurance Corporate Tax Full-Time Boston, MA or Springfield, MA The Opportunity As a member of the Domestic Tax Unit, you'll have an opportunity to join an engaged team of professionals who work to reduce the Company's exposure to tax risks, support M&A transactions, provide high-quality tax advice, and satisfy tax accounting, reporting, and compliance requirements for the Company's domestic life insurance companies and its non-insurance subsidiaries. This is an individual contributor role. The Team This role will report to the Domestic Tax - Life Tax Lead, a part of the Corporate Tax Department within Corporate Controllers. The team is responsible for federal and state tax compliance, GAAP and Statutory tax accounting including computations of quarterly and annual income tax provisions, financial statement reporting, and income tax planning and forecasting. To help us achieve our mission, we are hiring a tax specialist to join our team. The Impact Our ideal candidate is an excellent communicator with strong tax technical knowledge and analytical skills. You'll use your skills to influence change, solve issues, and create efficiencies while assisting team efforts to support tax compliance, accounting, and financial reporting initiatives. Daily and monthly responsibilities Prepare and review income tax provisions in accordance with GAAP and statutory accounting rules (ASC 740 and SSAP 101) Prepare and review required Federal tax forms for domestic life insurance and non-insurance subsidiaries Support GAAP and statutory audits Assist with IRS audits Assist with tax planning opportunities, M&A transactions, modeling tax impacts of proposed legislation and capital planning projects Develop a strong working relationship with internal and external clients Collaborate with external auditors to provide support throughout audit cycle Perform technical research and prepare documentation of conclusions reached The Minimum Qualifications 5+ years of tax accounting experience (GAAP - ASC 740) Bachelor's Degree in Accounting/Finance or related field The Ideal Qualifications Strong corporate tax technical knowledge Experience with insurance tax accounting, Statutory (SSAP 101) Strong computer skills, including tax compliance software, GL systems and research software Excellent oral and written communication Ability to identify issues, research and recommend effective solutions Strong interpersonal skills: ability to interact and collaborate within the Tax department and across the Company Excellent organizational skills, experience managing a diverse workload and skilled at prioritizing CPA or MST highly desirable What to Expect as Part of MassMutual and the Team Regular meetings with the Corporate Tax Department Focused one-on-one meetings with your manager. Access to mentorship opportunities 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. 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
THE OPPORTUNITY MassMutual Operations is looking for an experienced and strategic Project Portfolio Management Consultant to join the Strategy & Transformation organization. You will report to the Director, Portfolio Governance and Reporting. This position is available as a hybrid position, based at our Springfield, MA headquarters. In this role, you'll help advance our organizational maturity in demand and capacity management by designing governance frameworks, facilitating planning conversations, and uncovering resource trends that enable more informed decision-making. You'll have the opportunity to shape how our Operations department forecasts, allocates, and maximizes people resources. Working across functions and with senior leadership, you'll bring clarity to complex data and ensure our teams are empowered to focus on the most critical priorities-at the right time, with the right support. This is a business-focused role-not a technical developer or architect position-designed for professionals with deep knowledge of portfolio governance and demand forecasting. THE IMPACT In this role, you'll help shape the future of Operations by establishing robust governance frameworks and advancing enterprise-wide demand and capacity management practices. You'll be instrumental in driving strategic conversations with senior leadership-surfacing actionable insights, identifying resource trends, and strengthening alignment between people, priorities, and planning. Your work will directly influence how we make decisions, allocate talent, and forecast future needs. By coordinating planning efforts and developing executive-ready materials, you'll ensure leaders have the visibility and confidence to invest resources where they deliver the greatest value. Ultimately, you'll help create a more agile and empowered Operations organization-one where teams are resourced effectively, workstreams are optimized, and strategic priorities are met with precision, all while interfacing with leaders at all levels across the organization. Portfolio Governance & Strategy Establish Governance: Drive organizational maturity in project portfolio management by establishing governance frameworks that promote strategic prioritization and resource transparency. Monitor and Promote Adoption: Collaborate with the Reporting team to track Clarity PPM usage and ensure consistent adoption across Operations. Forecasting Leadership: Facilitate forecasting and resource planning sessions with project and resource managers, driving alignment and proactive capacity decisions. Executive Insight Delivery: Share demand and capacity trends with senior leadership, translating data into strategic insights and portfolio-level recommendations. Data Governance and Integrity: Partner with the PMO Governance Lead to uphold data accuracy through regular updates, audit reviews, and governance protocols. Portfolio Reporting: Develop and distribute dashboards and reports that highlight actual and projected resource utilization, supporting planning and decision-making. Process and Standards Enablement: Establish and lead standardized demand and capacity processes, including resource fulfillment meetings and conflict resolution frameworks Demand Management & Prioritization Facilitate the intake, assessment, and prioritization of project requests, filtering low-value efforts and promoting focus on initiatives with the highest strategic impact. Partner with stakeholders to shape project pipelines and ensure business needs are reflected in resourcing plans. Capacity Planning & Forecasting Lead initiatives to understand, model, and forecast resource availability across Operations-including personnel, budget, and technology needs. Identify potential bottlenecks and advocate for timing adjustments or strategic trade-offs to improve delivery feasibility. Resource Optimization & Utilization Enable smarter allocation of resources across the enterprise by guiding managers toward high-impact assignments and minimizing idle or misaligned effort. Drive planning processes to ensure the right talent is deployed to the right workstreams at the right time. Performance Monitoring & Decision Support Translate portfolio performance metrics-including resource utilization, time tracking, and project progression-into meaningful insights and leadership reporting. Collaborate with analytics teams to surface trends, risks, and opportunities that inform executive planning and investment decisions. System Leadership (Clarity PPM) Provide business-focused leadership in platform use and future enhancements of Clarity PPM in partnership with Technology, supporting integration with operations strategy, data management, and forecasting. Serve as a functional authority, helping users and leaders leverage the system to enable portfolio maturity and data-driven decisions, in collaboration with Technology The Minimum Qualifications Bachelor's Degree (or 8+ years' experience in Project or Portfolio governance, PMO in lieu of degree) 5+ years' experience in Project or Portfolio governance, PMO 5+ years' experience identifying key stakeholders, documenting current-state workflows, creating visual process maps, analyzing for optimization opportunities, and leading implementation and ongoing maintenance. 5+ years of experience working with pivot tables, VLOOKUPs, complex formulas and macros in excel 5+ years' experience with data structuring and/or enterprise level technology integrations 3+ years' experience with Clarity PPM (Demand & Capacity, Financials, Portfolio Reporting) The Ideal Qualifications Strong analytical ability; able to coordinate and facilitated people and small groups, organize data, problem solve, and develop and execute process. Demonstrated interpersonal skills; ability to build and manage relationships; ability to work collaboratively across multiple departments in an organization. Effective communicator and ability to interact with leadership within the organization. Ability to influence and collaborate with stakeholders and functional areas, providing interaction, facilitation, and communication. What to Expect as Part of MassMutual and the Team Regular meetings with the Product and Investments team. Focused on one-on-one meetings with your manager. 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. 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.
MassMutual Hartford, Connecticut
10/22/2025
Full time
Investment Accountant - Strategic Programs Investments and Corporate Subsidiaries Controllership - Strategic Programs Controllers Organization of Corporate Finance Full-Time Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Opportunity This Investment Accountant role is a newly created position that will be a key addition to our Investment and Corporate Subsidiaries Controllership team. You will join us as we continue our progress towards becoming best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a senior accounting associate, you will be an experienced accounting professional who wants to work with a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment and corporate subsidiaries accounting activities. This work schedule is a hybrid structure to maximize collaboration and flexibility, blending time working remotely and in the office, at our Boston, MA and Springfield, MA locations. The Team The Investment and Corporate Subsidiaries Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes investment activities and subsidiary activities. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. MassMutual is seeking a candidate to plan and lead the execution of various strategic programs across the Investments and Corporate subsidiaries teams, which entails ensuring proper design, implement and test of new systems and processes to achieve data quality and operational efficiencies. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational and interpersonal skills. The Impact: Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow Plays a key role in leading a collaborative and inclusive culture by working closely on projects with Investment Management Operations, Investment Managers and other Controllers teams Drive the participation and lead the execution of various cross-functional projects from the Investment and Coporate Subsidiaries team's perspective Responsible for accounting research on appropriate process design for complex investments and subsidiaries transactions Participate in process re-design as a result of the increased complexity in our investment strategies and advanced need of analytics for quarterly investments accounting results Leading the effort of investment accounting support for data quality requirements and process enhancements to ensure appropriate GAAP and STAT accounting and reporting Drive and oversees the plan, execution and testing of general ledger and sub ledger system transformation projects from the Investments and Corporate Subsidiaries Controllers perspective Partner with the Investment Middle Office on design of data governance and operational processes in the Investment ecosystem that supports the investments accounting and controllership activities Makes recommendations to continuously improve the overall control environment and specific control activities over investments and subsidiaries accounting Perform frequent ad hoc analysis and assist with special projects, as requested Uses professional insight to identify and assist in implement accounting improvements that increase the business value and efficiency of the team Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction The Minimum Qualifications: 6+ years of relevant experience in Investment and/or Subsidiaries Accounting/Operations/Reporting/Auditing with a foundational understanding of the upstream processes and impacts to downstream accounting and Controllership Bachelor's degree in Accounting or Finance The Ideal Qualifications: Experience in successful process redesign from system enhancements and conversion CPA, CFA or equivalent designations Experience in investment GAAP accounting Experience in insurance company Statutory accounting Experience with different investment types and structures Experience with data analytics and automation Experience with investment operations Experience with project management Pro-active, detail oriented, deadline driven; possess excellent documentation and analytical skills Results oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervision Excellent written and oral communication skills Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables Able to build and maintain strong working relationships across cross-functional groups What to Expect as Part of MassMutual and the Team Regular meetings with the cross-functional project teams Focused one-on-one meetings with your manager Access to mentorship opportunities 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 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.
MassMutual Boston, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Tax Manager - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax Department Full-Time Boston MA, New York NY, or Springfield MA This is an individual contributor role . The Opportunity As an Investment Tax Manager 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 cross-functional teams, will be 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. The Team As an Investment Tax Manager, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual's Controllers Organization. The Corporate Tax Department is comprised of high-performing, 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 organization's strategic goals and initiatives. The Impact The Investment Tax Manager will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include: Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results. Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem. Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended. Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations. Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types. Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment and how to efficiently operationalize. Assist in executing various tax internal controls for investments. Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team. Assist in preparing wash sales analysis. Assist in maintaining tax planning strategies involving investments. Assist in analyzing exchange transactions to determine if taxable or non-taxable. Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle. Stay current with tax law changes in general and impacting investments. Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions. The Minimum Qualifications Undergraduate degree in Accounting/Finance or related field 6+ years of tax experience, preferably in public accounting or financial service environments. The Ideal Qualifications Master' degree in Taxation and/or CPA a plus. 8+ years of tax experience, preferably in public accounting or large financial services environments. Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740. Experience with Statutory Accounting Principles a plus. Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable. Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems. Understanding of tax treatments of various securities transaction types. Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives. Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results. Excellent written and verbal communication skills. General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks. Some experience with U.S. tax aspects of non-U.S. transactions, issues, and reporting (e.g. PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes). Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations). Conversant in Financial and Accounting Systems, such as SAP. Ability to identify issues and recommend effective solutions. Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment. Ability to utilize project management tools and best practices to organize and prioritize tasks. Proven ability to collaborate cross-functionally and influence outcomes. Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position. What to Expect as Part of MassMutual and the Team An innovative, growth-oriented environment with a steady stream of interesting and challenging responsibilities. Continual learning opportunities for the self-motivated contributor, supported by learning and development materials and opportunities. Regular meetings with the Investment Tax team and cross-functional workgroups. Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 comprehensive benefits and performance-based pay. Flexible work location policy, subject to manager approval and aligned to work requirements. 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.
MassMutual Springfield, Massachusetts
10/22/2025
Full time
Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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 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.