Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/28/2026
Full time
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/28/2026
Full time
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The SCIB Transaction Manager - SCIB Lending (incl. Leveraged Finance and Structured Finance) is a Vice President individual contributor role within US SCIB COO Lending Solutions. The role supports end-to-end execution of SCIB lending transactions (incl. Leveraged Finance and Structured Finance), from pre-approval through closing, booking, funding, settlement and lifecycle handoff. The role coordinates deal closings, amendments and post-close items, supports the build-out of team procedures and controls, and assists with training new team members. Objectives are to 1) deliver timely and controlled transaction execution, 2) ensure transaction records, approvals, documentation, KYC/AML evidence, booking data and operational handoffs are accurate and complete, and 3) support consistent front-to-back execution practices across US SCIB lending. Key Responsibilities: 1. Transaction Coordination Coordinate assigned Leveraged Finance, Structured Finance, syndicated, bilateral, club, participant and amendment transactions from post-approval through close. Maintain closing checklists, track conditions precedent, coordinate signature page release readiness, monitor documentation status and follow up on transaction blockers. Partner with Front Office, Advisory, Legal, Credit, Compliance, Capital Markets, Agency, Treasury, Finance, Operations and Back Office to support closing readiness. 2. Booking and Funding Readiness Validate that required approvals, KYC/AML evidence, documentation, borrower/guarantor/lender onboarding, collateral, insurance, covenant, flood, UCC/lien, pricing, fee and operational setup requirements are complete or escalated. Prepare and review booking instruction packages and support Back Office, Treasury and Operations in resolving deal setup or funding questions. Track post-close obligations, documentation gaps and booking defects through completion. 3. Amendments and Lifecycle Support Coordinate amendments, waivers, assignments, repricings, extensions, incremental facilities and other lifecycle events in partnership with Portfolio Management, Advisory, Credit, Legal, Agency and Operations. Escalate changes that may require new approvals or system updates. Support handoff of covenant, collateral, monitoring and servicing obligations after closing. 4. Team Build-out and Training Support Contribute to procedures, checklists, status reporting, process maps, quality control routines and training materials for the Transaction Management team. Assist in training new joiners on closing workflow, control standards, documentation tracking, booking instructions and escalation protocols. Identify opportunities to improve workflow transparency, data quality, system handoffs and control evidence. 5. Governance and Controls Maintain accurate execution records, issue logs, exception tracking and evidence of approvals and control completion. Support audit, regulatory, credit review and internal control requests related to assigned transactions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor degree or equivalent work experience. Strong knowledge of corporate lending execution, with preferred experience in Leveraged Finance, Structured Finance, syndicated loans, credit documentation, KYC/AML, booking, funding and operational handoffs. Skills: Strong organizational, analytical, execution and problem-solving skills. Ability to manage multiple active closings and amendments with clear status reporting. Working knowledge of credit agreements, closing checklists, CPs, borrower onboarding, collateral, covenants, fees and booking mechanics. Loan IQ or comparable platform experience preferred. Key Competencies: Strong ownership and follow-through. Ability to escalate issues clearly and timely. Collaborative style with Front Office, Credit, Legal, Compliance and Operations. Attention to detail and comfort operating in time-sensitive deal environments. Education: Bachelor Degree or equivalent work experience Work Experience: 7-10 years of relevant experience in CIB lending execution, transaction management, Leveraged Finance, Structured Finance, loan operations, agency, middle office or credit administration. Certifications: Other: Completion of bank-certified course in Credit Training - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The SCIB Transaction Manager - SCIB Lending (incl. Leveraged Finance and Structured Finance) is a Vice President individual contributor role within US SCIB COO Lending Solutions. The role supports end-to-end execution of SCIB lending transactions (incl. Leveraged Finance and Structured Finance), from pre-approval through closing, booking, funding, settlement and lifecycle handoff. The role coordinates deal closings, amendments and post-close items, supports the build-out of team procedures and controls, and assists with training new team members. Objectives are to 1) deliver timely and controlled transaction execution, 2) ensure transaction records, approvals, documentation, KYC/AML evidence, booking data and operational handoffs are accurate and complete, and 3) support consistent front-to-back execution practices across US SCIB lending. Key Responsibilities: 1. Transaction Coordination Coordinate assigned Leveraged Finance, Structured Finance, syndicated, bilateral, club, participant and amendment transactions from post-approval through close. Maintain closing checklists, track conditions precedent, coordinate signature page release readiness, monitor documentation status and follow up on transaction blockers. Partner with Front Office, Advisory, Legal, Credit, Compliance, Capital Markets, Agency, Treasury, Finance, Operations and Back Office to support closing readiness. 2. Booking and Funding Readiness Validate that required approvals, KYC/AML evidence, documentation, borrower/guarantor/lender onboarding, collateral, insurance, covenant, flood, UCC/lien, pricing, fee and operational setup requirements are complete or escalated. Prepare and review booking instruction packages and support Back Office, Treasury and Operations in resolving deal setup or funding questions. Track post-close obligations, documentation gaps and booking defects through completion. 3. Amendments and Lifecycle Support Coordinate amendments, waivers, assignments, repricings, extensions, incremental facilities and other lifecycle events in partnership with Portfolio Management, Advisory, Credit, Legal, Agency and Operations. Escalate changes that may require new approvals or system updates. Support handoff of covenant, collateral, monitoring and servicing obligations after closing. 4. Team Build-out and Training Support Contribute to procedures, checklists, status reporting, process maps, quality control routines and training materials for the Transaction Management team. Assist in training new joiners on closing workflow, control standards, documentation tracking, booking instructions and escalation protocols. Identify opportunities to improve workflow transparency, data quality, system handoffs and control evidence. 5. Governance and Controls Maintain accurate execution records, issue logs, exception tracking and evidence of approvals and control completion. Support audit, regulatory, credit review and internal control requests related to assigned transactions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor degree or equivalent work experience. Strong knowledge of corporate lending execution, with preferred experience in Leveraged Finance, Structured Finance, syndicated loans, credit documentation, KYC/AML, booking, funding and operational handoffs. Skills: Strong organizational, analytical, execution and problem-solving skills. Ability to manage multiple active closings and amendments with clear status reporting. Working knowledge of credit agreements, closing checklists, CPs, borrower onboarding, collateral, covenants, fees and booking mechanics. Loan IQ or comparable platform experience preferred. Key Competencies: Strong ownership and follow-through. Ability to escalate issues clearly and timely. Collaborative style with Front Office, Credit, Legal, Compliance and Operations. Attention to detail and comfort operating in time-sensitive deal environments. Education: Bachelor Degree or equivalent work experience Work Experience: 7-10 years of relevant experience in CIB lending execution, transaction management, Leveraged Finance, Structured Finance, loan operations, agency, middle office or credit administration. Certifications: Other: Completion of bank-certified course in Credit Training - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/27/2026
Full time
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/27/2026
Full time
Manager, Investment Accounting - Income Governance Investment Controllership Full-Time Boston, MA or Springfield, MA This is an individual contributor role The Team The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements. As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. The Opportunity This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship. This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes. The Impact In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner. You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset. Your responsibilities will include a combination of the following: Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas. Support the implementation of the company's new general ledger and other strategic finance initiatives. Prepare, review, analyze, and present monthly financial reporting and analysis to management. Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations. Identify, investigate, and reconcile differences across investment and accounting systems. Recommend and implement solutions for process issues, exceptions, and control gaps. Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements. Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail. Collaborate with internal business partners to resolve accounting and investment-related issues. Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness. Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction. Recommend enhancements to strengthen the overall investment accounting control environment. The Minimum Qualifications Bachelor's degree in Accounting, Finance, or a related field. 6+ years of experience in investment accounting, insurance accounting, or a related accounting function. 6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles. The Ideal Qualifications CPA or CFA designation preferred. Master's degree preferred. Experience working with investment accounting and investment-related financial reporting. Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI. Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights. Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines. Proven ability to build strong relationships and collaborate effectively across cross-functional teams. Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences. Ability to thrive in a fast-paced, evolving environment with a focus on execution and results. Intellectual curiosity and a commitment to continuous learning, growth, and process improvement. What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership team 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
