22 jobs found

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you'll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise's leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed. Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities. Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts. Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics - which are used to assess risk, return on investment, and spend versus budget. Monitor financial performance drivers, risks, metrics and timely communicating trends and observations. Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action. Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders. Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS. Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan. Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results. Key contributor to the modernization of the strategic finance organization - leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team's around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company's expense allocation methodology incorporates material assumptions. A large part of this Expense Allocation team's responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications 15+ years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus) Ability to influence and lead others toward shared goals and objectives Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus) Exceptional relationship building and influencing skills Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms Demonstrated experience with creative problem-solving and process improvement Ability to work well under pressure and manage multiple deliverables Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed Bachelor's degree in Business/Finance/Accounting or related discipline Leadership Responsibilities Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses Create an environment that fosters a culture of innovation, empowerment and collaboration. Actively champion the Corporate Finance's work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the "so what" Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming business partner projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role . click apply for full job details

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you'll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise's leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed. Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities. Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts. Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics - which are used to assess risk, return on investment, and spend versus budget. Monitor financial performance drivers, risks, metrics and timely communicating trends and observations. Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action. Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders. Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS. Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan. Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results. Key contributor to the modernization of the strategic finance organization - leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team's around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company's expense allocation methodology incorporates material assumptions. A large part of this Expense Allocation team's responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications 15+ years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus) Ability to influence and lead others toward shared goals and objectives Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus) Exceptional relationship building and influencing skills Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms Demonstrated experience with creative problem-solving and process improvement Ability to work well under pressure and manage multiple deliverables Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed Bachelor's degree in Business/Finance/Accounting or related discipline Leadership Responsibilities Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses Create an environment that fosters a culture of innovation, empowerment and collaboration. Actively champion the Corporate Finance's work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the "so what" Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming business partner projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role . click apply for full job details

Director of Alternative Investments Investment Controllership Full-Time/Boston, MA or Springfield, MA The Opportunity Reporting to MassMutual's Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual's commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and 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. We strive to continuously improve by working together as team to make each other and 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. The Impact Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving. Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs. Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders. Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results. Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability. Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes. Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate. Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters. Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions. Actively participate in the implementation of the Company's new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design. Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities. Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications Bachelor's Degree 8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets 1+ years of experience leading teams in a deliverable-oriented environment. 4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes. CPA or progress toward CPA preferred. Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures. Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner. Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment. Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors. Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders. Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment. Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment. Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation. Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset 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.

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our 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. The Impact Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls Mentor and develop tax professionals, providing coaching and fostering professional growth across the team Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications CPA or certification in process or Enrolled Agent Bachelor's Degree 7+ years of tax experience from public accounting or financial services 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications 10+ years of tax experience with demonstrated career progression Big 4 tax advisory background with exposure to complex technical projects Insurance or asset management industry experience; familiarity with life insurance company taxation Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate) Strong understanding of corporate tax provision (ASC740) and tax compliance processes Hands-on experience with tax technology platforms, ERP systems, or system implementation projects Prior involvement in large-scale transformation initiatives or process improvement programs Experience managing, mentoring, or leading tax professionals (formal or informal) Strong analytical skills with ability to identify data issues and develop solutions Demonstrated ability to manage multiple priorities and deliver results under tight deadlines Project management experience or certification Track record of building effective stakeholder relationships across matrixed organizations Experience with deferred tax accounting and reconciliations Experience interfacing with external auditors and managing audit processes History of taking ownership and driving initiatives without extensive oversight Strategic mindset combined with willingness to roll up sleeves and execute tactically Strong communication skills with ability to explain complex tax concepts to non-tax audiences Review your work and that of others for quality, accuracy and relevance What to Expect as Part of the Team Regular meetings with the Investment Tax 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

Director of Alternative Investments Investment Controllership Full-Time/Boston, MA or Springfield, MA The Opportunity Reporting to MassMutual's Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual's commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and 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. We strive to continuously improve by working together as team to make each other and 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. The Impact Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving. Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs. Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders. Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results. Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability. Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes. Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate. Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters. Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions. Actively participate in the implementation of the Company's new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design. Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities. Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes. The Minimum Qualifications Bachelor's Degree 8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets 1+ years of experience leading teams in a deliverable-oriented environment. 4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs. The Ideal Qualifications Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes. CPA or progress toward CPA preferred. Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures. Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner. Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment. Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors. Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders. Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment. Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment. Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation. Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms. What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset 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.

Director, Insurance Accounting Insurance Controllership Corporate Finance Full-Time/Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3+ years of insurance accounting experience, including general ledger processing and month-end close activities. 3+ years of experience applying U.S. GAAP and statutory accounting principles. 3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master's degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset 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.

Director, Insurance Accounting Insurance Controllership Corporate Finance Full-Time/Springfield, MA or Boston, MA The Opportunity As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement. In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions. The Team The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings. We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture. The Impact As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function. Key responsibilities include: Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture. Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities. Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners. Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives. Present financial results and recommendations to senior leadership with confidence and clarity. Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements. Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution. Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions. Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance. Champion operational excellence, continuous improvement, and best practices across the controllership function. This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes. Minimum Qualifications Bachelor's degree 8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment. 3+ years of insurance accounting experience, including general ledger processing and month-end close activities. 3+ years of experience applying U.S. GAAP and statutory accounting principles. 3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders. 2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead The Ideal Qualifications CPA, Master's degree, MBA, or equivalent NAIC statutory accounting experience Experience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding Agreements Experience designing, executing, and documenting internal controls, including identifying and remediating control issues. Strong multitasking skills with the ability to adapt to change and manage competing priorities Ability to lead complex, long-term projects, take ownership, and drive them to successful completion Ability to perform independent research and serve as a key resource for resolving unique or complex business issues Experience driving finance transformation initiatives, continuous improvement, and operational efficiencies Excellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodies Intellectual curiosity and a commitment to continuous learning and professional development What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset 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.

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you'll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise's leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed. Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities. Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts. Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics - which are used to assess risk, return on investment, and spend versus budget. Monitor financial performance drivers, risks, metrics and timely communicating trends and observations. Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action. Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders. Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS. Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan. Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results. Key contributor to the modernization of the strategic finance organization - leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team's around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company's expense allocation methodology incorporates material assumptions. A large part of this Expense Allocation team's responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications 15+ years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus) Ability to influence and lead others toward shared goals and objectives Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus) Exceptional relationship building and influencing skills Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms Demonstrated experience with creative problem-solving and process improvement Ability to work well under pressure and manage multiple deliverables Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed Bachelor's degree in Business/Finance/Accounting or related discipline Leadership Responsibilities Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses Create an environment that fosters a culture of innovation, empowerment and collaboration. Actively champion the Corporate Finance's work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the "so what" Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming business partner projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role . click apply for full job details

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our 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. The Impact Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls Mentor and develop tax professionals, providing coaching and fostering professional growth across the team Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications CPA or certification in process or Enrolled Agent Bachelor's Degree 7+ years of tax experience from public accounting or financial services 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications 10+ years of tax experience with demonstrated career progression Big 4 tax advisory background with exposure to complex technical projects Insurance or asset management industry experience; familiarity with life insurance company taxation Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate) Strong understanding of corporate tax provision (ASC740) and tax compliance processes Hands-on experience with tax technology platforms, ERP systems, or system implementation projects Prior involvement in large-scale transformation initiatives or process improvement programs Experience managing, mentoring, or leading tax professionals (formal or informal) Strong analytical skills with ability to identify data issues and develop solutions Demonstrated ability to manage multiple priorities and deliver results under tight deadlines Project management experience or certification Track record of building effective stakeholder relationships across matrixed organizations Experience with deferred tax accounting and reconciliations Experience interfacing with external auditors and managing audit processes History of taking ownership and driving initiatives without extensive oversight Strategic mindset combined with willingness to roll up sleeves and execute tactically Strong communication skills with ability to explain complex tax concepts to non-tax audiences Review your work and that of others for quality, accuracy and relevance What to Expect as Part of the Team Regular meetings with the Investment Tax 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

The Associate Project Manager position ensures that all assigned projects are properly scoped, designed, and executed with an emphasis on strict scope, budget, and schedule control. You will successfully manage each assigned project from inception to completion, continually delivering projects within the approved budget and schedule with the highest quality, cost-effectiveness, and efficiency. You will report to the Manager of Programs Responsibilities SAFETY: Responsible for overall project safety, obtaining final approval for contractor submitted safety plans and compliance to the project safety plan. Includes compliance to all regulatory (OSHA) requirements, corporate governance requirements, and Facilities Asset Management (FAM) Standard Operating Guide (SOG). PLANNING & DEVELOPMENT: Responsible for the development, planning, execution, and closeout of all aspects of the project throughout the project life. Includes project design, development, implementation, budget, cash flow reporting, and maintaining accurate Estimated Forecast to Complete (EFC) for financial reporting, and maintenance of all job files. Lead project scope development and options analysis. Lead project estimate development and review with the support of the Project Estimator. Develop project implementation strategy and schedule with the support of Project Scheduler. Obtain funding approval before implementation with the support of the Project Controller. Closely manage project timelines and schedules to manage client expectations and ensure minimum impact on Operations. TEAMWORK AND COLLABORATION: Assemble project teams with internal and external resources to complete all assigned projects. Oversee the efforts of all project team members to ensure that they are working as an integrated team in delivering against project goals. Develop and maintain positive relationships with team members and customers/clients. Partner with all lines of business (LOB) to ensure the final product best meets the intended business objective. CONTRACT DEVELOPMENT: Provide support for the administration of contracts including the scope of work, unit costing items, bid alternates, and operational constraints required for contract preparation. PROJECT SCHEDULE: Responsible for the project schedule, establishing critical path tasks to ensure schedule compliance, and ensuring proper man loading requirements of the contractor to achieve the desired completion date. CLIENT COMMUNICATION: Responsible for coordinating operational constraints and job objectives together to achieve a seamless project. Including timely communication with Business Partners, Clients, and management regarding project status, schedule, and financial and guest impacts. Communicate project information effectively to LOB client and all impacted Resort divisions and management. TECHNICAL COMPETENCY: Technically competent with various software programs such as construction management software and Microsoft suite of products (Excel, Word, PowerPoint, etc.) Utilize project and contract management systems in the daily operation of the business. PROCESS COMPETENCY: Responsible for timely issuance of field directives, collection of costing concurrence memos, conversion to change orders, and management approval to allow for accurate Estimated Forecast to Complete (EFC) reporting and timely job closeout. Manage project budgets and provide timely project spending updates with the support of the Project Controller. Work closely with the Program Manager to accomplish objectives and improve business processes. Focus on continuous performance improvement and efficiency. Basic Qualifications Four-year college degree (BA / BS) in project/construction management or related field and 2+ years of applicable hands-on project/ construction experience or 2 years of college and 8+ years of applicable hands-on project/construction experience. Four years of project management/construction management in hospitality, commercial and industrial construction. Theme Park construction experience is a plus. Proven knowledge of project management process and demonstrated ability to manage a portfolio of projects over $4M annually. Proven knowledge of project accounting, estimating, scheduling, budgeting, document management, best value contracting, contract management, and cost forecasting. Knowledge of construction materials, methods, and techniques. Familiarity with all construction applicable codes, i.e., UBC, NEC & UFC. Excellent oral and written communication skills with the ability to prepare presentations for department management reviews that drive related decisions. Outstanding attention to detail and organization skills. Demonstrated leadership skills. Demonstrated computer skills in Windows, Excel, and PowerPoint. Ability to communicate with all levels, including hourly crafts as well as executives. Ability to prepare and deliver executive presentations. Strong customer service orientation. Strong problem-solving and analytical skills. Ability to identify project-related risks and propose mitigation plans. Required Education Four-year college degree (BA/BS) in project/construction management or related field and 2+ years of project/ construction related experience; or 2 years of college and 8+ years of applicable hands-on project/construction experience. Preferred Education MBA in Project/Construction Management or related field Knowledge of Primavera P6, MS Access, and/or PMWeb. Additional Information Benefits and Perks: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities, and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $104,800.00 - $128,00.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Join a fast growing company that is transforming its industry! Financial Recovery Technologies has become a trusted partner to hedge funds, mutual funds, custodians, sovereign wealth funds, and other institutional investment firms, and our best-in-class people and technology have made FRT a market leader. We are seeking a motivated financial analyst to join our growing team. This role will collaborate with departments across the business to perform analyses, build financial planning tools, develop metrics and dashboards, and assist with creating and presenting outputs used to support management and the executive team in making timely and informed decisions related to our strategic objectives. The role: As a  Financial Analyst  at FRT, you will: Own financial planning and budgeting across the business Develop department-level and company-level financial planning analytics, including budget/forecast, variance and sensitivity analyses, and identification of KPIs and other key metrics Own variance analysis, forecasting/reforecasting, and financial performance reporting and communications to functional leaders, the executive team, and the FRT Board Develop models to be utilized for the annual budget/forecast as well as potential strategic initiatives Identify issues, opportunities, and trends and prepare analyses to guide strategic business decisions Review and analyze internal financial data to identify issues, opportunities and trends to provide the executive team and others with financial analysis input that will drive decision making including project profitability, productivity analysis, and return on investment Prepare analyses incorporating external benchmarks, market and competitor data, and potential M&A or new business development opportunities to guide business decisions Review corporate development opportunities, including M&A Analyze potential deals as they arise to determine proper valuation or other deal terms Perform ad hoc tasks as assigned by the Controller and CFO Our ideal candidate has: A Bachelor’s Degree in finance, accounting, economics or another analytical discipline; MBA or CFA preferred A minimum of four year of progressive finance experience; experience in financial services and/or fintech highly desirable Experience in building and managing finance processes, including forecasting, budgeting, and capital planning Strong MS Office skills; specifically advanced Excel skills with the ability to create financial models and analytics out of disparate and raw data sets and effectively present findings in an efficient and effective manner to members of management Advanced analytical and project management skills Excellent written and verbal communications Passion and an ability to work in an entrepreneurial and fast-paced environment Drive – you are self-motivated, hard-working, and able to work independently A collaborative style, prioritizing collaboration over credit, with an interest in building strong relationships with peers at all levels across corporate functions; Intellectual curiosity, with a demonstrated commitment to continuous growth; and Of course, a desire to join a growing company with a vibrant, entrepreneurial culture, dedicated to being the top provider in the class action recovery space. WHAT FRT OFFERS: Competitive salary and bonus Health, dental, vision 401k (with company match) Income protection plans (life, accidental death and dismemberment, short- and long-term disability) and access to a suite of voluntary benefits Close to public transit (walking distance to Wellington T on Orange Line) Free drinks and snacks Free parking onsite Free access to onsite gym Fun, smart, diverse colleagues