Investment FP&A Analytics Lead

Overview

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Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships.

Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization.

Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’

Job Description

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Investment FP&A Analytics Lead

Full-Time

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

The Opportunity

As an Investment FP&A Analytics Lead, you will play a critical role at the center of the company’s financial planning and decision-making engine. As part of the broader FP&A function, you will help drive the core annual planning and forecasting process for MassMutual’s investment portfolio—translating strategy into financial projections, explaining actual results against plan, and informing management actions.

Investment FP&A serves as a key facilitator of the enterprise feedback loop: connecting strategy, forecast, actual performance, and decision-making. In this role, you will own the investment insight within that loop—ensuring investment performance and outlook are clearly understood and appropriately reflected in planning, forecasting, and strategic discussions.

You will operate at the intersection of FP&A, Finance, Investment Management, and the Business , owning the point of view and enterprise-level recommendations – not acting as a pass-through of analysis. Beyond core planning, you will synthesize insights across investments, ALM and product P&L to identify opportunities, frame trade-offs and present decision-ready guidance to inform decisions.

You will have a high degree of ownership and visibility, with opportunities to influence strategy and grow into a broader advisory role for ELT and the senior business partners. As the team evolves, you will play a key role in building Investment FP&A into a trusted enterprise partner, while continuously deepening your leadership capability, judgment and business acumen.

The Team

You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood across the enterprise. The team brings together expertise in financial planning, investment analysis, and insurance economics to deliver forward-looking insights rather than retrospective reporting.

The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions.

We are a collaborative and intellectually curious group that values strong judgment, thoughtful challenge, and clear communication. The team partners closely with Investment Management, Corporate Finance, Treasury, and Business leaders to connect financial outcomes with strategic decisions.

As the team evolves, we are building a culture grounded in ownership, continuous learning, and a shared commitment to raising the bar on insight quality and business impact.

The Impact

• Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions
• Drive performance transparency and executive action by delivering rigorous analysis of actual results vs plan – isolating key drivers, quantifying implications and surfacing actionable recommendations that inform management response
• Shape the analytical agenda for planning cycles and strategic initiatives, prioritizing high-impact decision ready insight over volume and influencing how investment analytics are consumed and acted upon by senior leaders
• Integrate enterprise perspectives and drive outcomes by proactively synthesizing cross-functional perspectives into a unified point of view, and owning the management takeaway and strategic recommendation that delivers enterprise-aligned decisions
• Distill complex investment and financial dynamics into structured, executive-ready narratives framing driver-based insights around trade-offs, materiality and recommended actions that enable senior leaders to act with confidence and speed
• Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves

The Minimum Qualifications

• 10+ years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles
• Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field
• Solid understanding of insurance investment portfolios and their impact on STAT and GAAP financials
• Demonstrated experience partnering across functions and influencing stakeholders in matrix organizational environments
• Proven ability to communicate complex financial or investment concepts clearly and effectively to senior audiences

The Ideal Qualifications

• Experience working in or closely with investment management, ALM, or insurance product Pricing areas
• Understanding of enterprise financial planning, including capital management, dividend frameworks, or risk considerations
• Demonstrated ability to frame problems and shape discussions in ambiguous, evolving environments
• Track record of influencing stakeholders and contributing to decision-making beyond immediate scope
• Experience developing others and contributing to team capability building

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

#LI-LC1

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. 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: $163,900-$215,000

Award-Winning Culture

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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

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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)

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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.

### Paid Time Off

* In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health. ### Health & Well-Being

In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.

### Financial Well-Being

In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.

### Taking Care

MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.

### Giving Back

MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.

### Commuter Benefits

MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.