Financial Planning

10 hours ago

Hartford WI United States CFA Institute Full time
Financial Planning & Analysis Consultant - Treasury

Full-Time

Boston, MA, Springfield, MA, New York, NY or Cincinnati, OH

The Opportunity

As the Financial Planning & Analysis Consultant, you will work in a fast paced, innovative, and collaborative environment designing and implementing capital management initiatives with a focus on improving quality and efficiency. This role will have the opportunity to work with the Capital Management Team on Treasury objectives.

The Team

The Financial Planning & Analysis Consultant is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on maintaining a balance between high and sustainable returns for policyholders, and a strong capital position, while enabling MassMutual to take advantage of growth opportunities within internal, regulatory, and rating agency constraints. In addition, the team focuses on minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible.

The Impact

This role will help drive the reporting of MassMutual's capital position and deliver analysis to inform strategic decision-making focused on capital drivers.
  1. Provide period-over-period capital variance analysis and identify key drivers
  2. Improve attribution analysis to provide insight into capital trends and inform capital planning strategy
  3. Identify and evaluate capital spend for business and strategic opportunities, across financial, risk, and strategic views
  4. Participate in industry-wide advocacy efforts on upcoming regulatory changes and/or assist in implementing capital-efficient structures
  5. Participate and provide support in capital initiatives, including capital budgeting & allocation, product-level capital consumption analysis, and long-term forecasting of capital position
  6. Provide support on various capital management initiatives focused on developing enhanced capital analytics
  7. Represent MassMutual in discussions with the regulators and industry groups (e.g., National Association of Insurance Commissioners, American Council of Life Insurers, American Academy of Actuaries) to monitor proposed regulatory changes

The Minimum Qualifications
  1. BS in accounting, finance, business, actuarial science, or a related field
  2. 8+ years of progressive experience in corporate finance roles, including capital management, planning & analysis, enterprise risk management, etc.

The Ideal Qualifications
  1. Knowledge of statutory, rating agency, and economic capital frameworks
  2. Experience in capital management, allocation, and budgeting
  3. Knowledge of US GAAP and statutory accounting
  4. Experience working in a Finance transformational setting; driving change and managing competing priorities
  5. Ability to identify and implement changes to complex processes that will save processing time and/or provide insight into results

What to Expect as Part of MassMutual and the Team
  1. Regular meetings with the Treasury and other Financial Planning & Analysis teams
  2. Focused one-on-one meetings with your manager
  3. Access to mentorship opportunities
  4. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
  5. Access to learning content on Degreed and other informational platforms
  6. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#J-18808-Ljbffr

  • Chief Financial Planning Strategist

    4 days ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a Financial Planning and Analysis Lead to join our team at Creative Financial Staffing. This role will be responsible for working closely with finance leaders and business units to analyze key data, identify opportunities, and bring more visibility into the numbers.About the Role:This is a hybrid role that offers a unique blend of...

  • Manager Financial Planning

    2 weeks ago

    Hartford, CT, United States Creative Financial Staffing Full time

    Manager Financial Planning & Analysis The Manager Financial Planning and Analysis will work closely with the executive team in this high growth environment allowing them to use their critical thinking skills. What we like about this Manager Financial Planning & Analysis Role Hybrid role! High growth company, with continued quick growth on the horizon. ...

  • Manager Financial Planning

    2 weeks ago

    hartford, United States Creative Financial Staffing Full time

    Manager Financial Planning & Analysis The Manager Financial Planning and Analysis will work closely with the executive team in this high growth environment allowing them to use their critical thinking skills. What we like about this Manager Financial Planning & Analysis Role Hybrid role! High growth company, with continued quick growth on the horizon. ...

  • Manager Financial Planning

    2 weeks ago

    hartford, United States Creative Financial Staffing Full time

    Manager Financial Planning & Analysis The Manager Financial Planning and Analysis will work closely with the executive team in this high growth environment allowing them to use their critical thinking skills. What we like about this Manager Financial Planning & Analysis Role Hybrid role! High growth company, with continued quick growth on the horizon. ...

  • Manager Financial Planning

    2 weeks ago

    Hartford, United States Creative Financial Staffing Full time

    Manager Financial Planning & AnalysisCandidates should take the time to read all the elements of this job advert carefully Please make your application promptly.The Manager Financial Planning and Analysis will work closely with the executive team in this high growth environment allowing them to use their critical thinking skills. What we like about this...

  • Strategic Financial Planning Manager CT

    6 days ago

    Hartford, Connecticut, United States Creative Financial Staffing Full time

    High-Paying Senior Financial Analyst Position in Corporate FinanceWe are a leading financial staffing agency, and our client is a privately-held organization with a global footprint. We are searching for a highly skilled Senior Financial Analyst to join their dynamic Corporate Finance Team.A challenging opportunity to be involved with strategic planning...

  • Financial Planning Consultant

    10 hours ago

    Corona, CA, United States PHP Financial Services Full time

    Description Take Control of Your Future as a Financial Planning Consultant with PHP Financial Services! Are you a self-motivated go-getter ready to build a career that gives you freedom , financial rewards , and the chance to truly make a difference ? PHP Financial Services is looking for driven individuals just like you to join our growing team as...

  • Financial Planning Assistant

    4 weeks ago

    Harrisburg, PA, United States 1st Choice Financial Services Full time

    Looking for a career that makes a difference? This is your opportunity to launch a successful career in financial services.Are you passionate about helping people achieve their financial goals? Do you have an eye for detail and a knack for working with numbers? 1st Choice Financial Services in Camp Hill, PA, is seeking a Financial Planning Assistant to...

  • Financial Planning Consultant

    11 hours ago

    , WI, United States Northwestern Mutual Full time

    Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant time in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their...

  • Financial Planning

    4 weeks ago

    Bethesda, MD, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...

  • Financial Planner

    4 weeks ago

    Bedford, NH, United States Commonwealth Financial Group Full time

    Commonwealth Financial Group is a boutique, financial planning firm focused on helping individuals and businesses achieve their financial goals and futures. We are seeking ambitious, aspiring entrepreneurs to join us as our organization continues to grow in 2025. A CFG Financial Planner is:Ambitious- an emergent leader in Bedford, NH or Southern NH/Northern...

  • Strategic Financial Expert for Corporate Planning

    1 day ago

    united states Creative Financial Staffing Full time

    About the RoleAs a highly skilled Senior Financial Analyst at Creative Financial Staffing, you will play a critical part in supporting our Corporate FP&A group and contributing to corporate decision-making.Key ResponsibilitiesDevelop and manage complex consolidated planning models to ensure accuracy and effectivenessCollaborate with accounting, treasury, and...

  • Financial Planner

    4 weeks ago

    Seattle, WA, United States Creative Planning Full time

    The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth...

  • Financial Planning Consultant

    3 months ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant...

  • Financial Planning Consultant

    2 months ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant...

  • Financial Planning Business Consultant

    3 weeks ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. ...

  • Financial Planning Business Consultant

    1 month ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. ...

  • Strategic Financial Planning Expert

    3 days ago

    Hartford, Connecticut, United States Provision People Full time

    Job OverviewWe are seeking a seasoned Senior Financial Planning Analyst to join our Provision People team.Estimated Salary: $85,000 - $110,000 per year.Key ResponsibilitiesThe ideal candidate will have a strong background in financial planning and analysis, with expertise in budgeting, forecasting, and strategic planning.Develop and maintain complex...

  • Licensed Financial Planning Associate

    4 weeks ago

    Reston, VA, United States Clark & Associates, Inc. Financial Solutions Full time

    Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well...

  • Financial Planning

    3 months ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength...