Financial Planning & Analysis Consultant - Worksite

Company: MassMutual
Location: Boston
Posted on: May 19, 2025

Job Description:

Financial Planning & Analysis Consultant, Worksite Strategy & Planning - Fulltime, Hybrid, Springfield or Boston The OpportunityThe 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 TeamThe 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 outputThe Minimum Qualifications
  • 7+ years of Industry experience specifically in financial analysis, expense budget management and reportingThe 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-RS1MassMutual 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.

Keywords: MassMutual, Medford , Financial Planning & Analysis Consultant - Worksite, Professions , Boston, Massachusetts