Mutual Opportunities
Financial Planning & Analysis Consultant - Worksite
Springfield, Massachusetts; Boston, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
Financial Planning & Analysis Consultant, Worksite Strategy & Planning - Fulltime, Hybrid, Springfield or Boston
The Opportunity
The Financial Planning & Analysis Consultant will assist the planning and development of organization objectives, medium/long-range and strategic plans, and identification of organization strengths and weaknesses. May conduct special studies for management in areas such as the organization's operational effectiveness, capacity utilization, operating cost containment, etc.
The Financial Planning & Analysis Consultant will have the opportunity to work closely with the Worksite Senior Leadership Team which requires the ability to present ideas succinctly, prepare executive-level materials and maintain a high level of confidentiality.
The Team
The Strategy and Planning Team is the heartbeat of the Worksite Channel. We drive KPI and Executive reporting, readiness, training, financial planning and deployment support to bring accountability to the organization. We understand and communicate the health of the business to Sr. Leadership as well as our front-line teams. We are looking to expand on our small organization with someone who shares our passion of working collaboratively and focusing on our customer.
The Impact:
The Financial Planning & Analysis Consultant will be responsible for but not limited to:
All Worksite financial related programs including expense budget management, incentive programs, financial reporting including staffing, travel and other key metrics
Establishing and managing all financial reporting and analysis for Worksite (WS) business including all key functions
Leading the annual budget planning cycle and working with each functional leader to build bottoms up process which allows each area to review and manage to numbers on a regular basis in partnership with Corporate Finance
Providing WS management with monthly and quarterly budget to actual reports and analysis to manage expenses and help drive profitability
Establishing and leading a process which measures and communicates total staffing against stated plan and open requisitions while working closely with Management and HR to onboard / off board new/exiting employees in a timely and effective manner
Working closely with internal partners to deliver management reports which enable key constituencies to evaluate and drive business results
Setting Annual Calendar of Reporting Needs which helps WPS coordinate effective and timely information and analysis
Partnering with WS management to ensure consistent cascading of information, policies and procedures
Leading Incentive Compensation Program, accountable for payment of all field based and Worksite (WS) associates based on compensation programs agreed to by WS management and HR
Evaluating Competition programs on a regular basis to ensure packaging of all field-based programs (incentive) meet market needs
Leading effort to continuously find ways to make processes automated and efficient, leading to more effective and timely output
The Minimum Qualifications
7+ years of Industry experience specifically in financial analysis, expense budget management and reporting
The Ideal Qualifications
10+ years of Industry experience specifically in financial analysis and reporting
Bachelor’s degree in Finance or Accounting
Demonstrates initiative and sense of urgency; takes ownership and is results-orientated
Ability to effectively manage and deliver on multiple concurrent deliverables
Disciplined approach to strategic initiatives, business projects and day-to-day activities
Ability to analyze and comprehend complex information, as well as convey complex materials to senior executives
Comfortable dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problem
Strong analytical, critical thinking and problem-solving skills
High degree of financial acumen (actuarial, finance and economics)
Excellent interpersonal and communication skills (written, verbal, presentation)
What to Expect as Part of MassMutual and the Team
Regular meetings with the Worksite teams
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
#LI-RS1
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $128,000.00-$168,000.00
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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