Finance Consultant

The Opportunity

As a Finance Consultant you will work in a fast paced, innovative, and collaborative environment to manage a complex budget including expense management, forecasting and reconciliation for the Brand, Product and Affiliated Distribution organization. In addition, you will support the administration of Variable Incentive Compensation Plans for the MM Funds Group within BP&AD.  In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, having strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, intellectual curiosity, proactivity, resilience and self-awareness.

The Team

As part of Brand, Product and Affiliated Distribution, the Distribution Platforms and Readiness team is responsible for driving strategy and execution related to technology, reporting, readiness and change management to support MassMutual’s product, marketing and career distribution organizations.

The Impact:

As a Finance Consultant, you’ll have an opportunity to use your analytical skills to educate and support our leaders on the financial and expense components of how our business works. You will act as a subject matter expert on Variable Incentive programs, leveraging research to provide guidance and support. You will be asked to help solve problems in support of business operations. Finally, you may be asked to perform complex research and analysis to support the business, as well as develop reports for senior leaders with an eye on proactively monitoring financial goals.  

The Key Responsibilities include:

• Understand the current business strategy to provide analysis and prepare reports on progress of the Brand, Product and Affiliated Distribution budget and P&L.
• Work closely across the organization to develop and produce analysis related to expense and FTE trends; proactively identify any gaps in data or expenses.
• Develop a deep, micro-level understanding of the budget to provide recommendations for leadership on budget allocation and improvements.
• Compile monthly and quarterly budget and planning review processes including coordinating agendas, documenting changes, and archiving current plans
• Use multiple tracking systems or databases to monitor the budget
• Support MMFA Variable Incentive Compensation (VIC) programs as follows:
  • Operational processing of payments
  • Coordination of payments with Payroll
  • Participant in the development of annual VIC plans
  • Customer support
  • Maintain strong internal controls
  • Perform account analysis/reconciliations monthly

• Prepare timely high-quality, clear and succinct materials for regular business meetings, including senior or executive-level presentations, reports and communications from a budget, expense and FTE perspective 
• Drive continuous improvement in process through increased leverage of technology to optimize and automate financial data including visualization dashboards.
• Provide support for developing new expense models and processes
• Application of basic project management skills, tools and techniques to project deliverables, processes, communications and presentations to meet or exceed stakeholder needs and expectations.

The Minimum Qualifications

• Bachelor's degree
• 2+ years of work experience, including budgeting, forecasting and accruals
• 3+ years of strong Microsoft Suite expertise, with advanced level proficiency in Excel

The Ideal Qualifications

• 2+ years experience with visualization tools such as MicroStrategy, Tableau, etc.
• Familiarity with visualization tools such as MicroStrategy, Tableau, etc.
• Ability to communicate effectively, both in writing and interpersonally
• Comfortable with data query and analysis tools and retrieval of data from core databases
• Must have strong finance/accounting skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Distribution Platforms and Readiness 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 information platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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