Financial Management Consultant, Strategic Planning and Delivery (SP&D)

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree
  • 8+ years of finance, actuarial, pricing, or audit experience
  • 3+ years of proficiency in Microsoft Office Suite
  • Advanced degree or professional designation (e.g., MBA, CPA, FSA) preferred
  • Excellent analytical abilities
  • Understanding of profitability drivers
  • Strong communication skills, both verbal and written

Responsibilities

  • Advise initiative owners on financial principles and valuation methods
  • Partner on cost-benefit analysis development
  • Review and approve initiatives from a financial perspective across stage gates
  • Identify dependencies and eliminate overlaps across projects
  • Provide ongoing financial guidance during project execution
  • Monitor portfolio spending and benefit performance
  • Collaborate with Corporate Finance on forecasting and variance analysis

Benefits

  • Regular meetings with SP&D team and stakeholders
  • One-on-one meetings with your manager
  • Networking opportunities with diverse Business Resource Groups
  • Access to learning content on various platforms
  • Valued ethics and integrity in a strong ethical workplace
Full Job Description
The Opportunity:

Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant-where you'll bring hands-on financial leadership and rigorous oversight to a high-impact strategic spend portfolio. Your work will directly strengthen value realization and help ensure our transformation initiatives deliver measurable results for the business.

The Team:

The Strategic Planning & Delivery (SP&D) Office is where strategy turns into results. We lead the planning, governance, and delivery of enterprise initiatives that accelerate transformation and fuel growth-ensuring the right work is prioritized, tightly aligned to strategy, and delivering measurable value across MassMutual's portfolio in close partnership with divisional leadership. Known for disciplined financial stewardship, transparent governance, and strong cross-functional collaboration, SP&D brings together Workstream Leads, Finance Leads, Insight Leads, and Program Managers who drive execution, manage budgets, and power confident decisions through data, reporting, and actionable insights.

The Impact:

As a Financial Management Consultant in Strategic Planning & Delivery (SP&D), you'll be the finance lead for one or more strategic workstreams-turning transformation investments into measurable results. You'll ensure project financials are accurately reflected in the general ledger, guide initiatives through financial stage-gate approvals, and uphold SP&D policies that keep our portfolio financially disciplined. You'll also analyze portfolio spend and benefits, delivering clear insights that power planning, prioritization, and performance.

In this high-visibility role, your core responsibilities include:

Strategic Consulting:
  • Advise and coach initiative owners on financial principles, assumptions, and valuation methodologies
  • Partner throughout cost-benefit analysis (CBA) development to strengthen rigor, comparability, and decision readiness
  • Review and approve initiatives from a financial perspective across stage gates (from concept through delivery)
  • Apply sound business judgment to surface dependencies and eliminate overlap or double counting across projects
  • Provide ongoing financial guidance during execution to keep scope, spending, and benefits on track
  • Validate and track benefit realization through financial statements and performance reporting

Portfolio Analysis:
  • Monitor portfolios spend and benefit performance, highlighting risks, opportunities, and emerging trends
  • Analyze changes in spending and benefits, clearly identifying key drivers and implications for delivery
  • Collaborate closely with Corporate Finance on forecasting, variance analysis, and executive-ready narratives
  • Build and evolve governance tools (e.g., dashboards) that increase transparency and show progress across initiatives
  • Lead what-if and scenario analysis to support trade-offs, prioritization, and investment decisions
  • Capture and share portfolio learnings to continuously improve future planning and execution


The Minimum Qualifications:
  • Bachelor's Degree
  • 8+ years of work experience involving finance, actuarial, pricing, audit or equivalent finance experience.
  • 3+ years Microsoft office suite


The Ideal Qualifications
  • Advanced degree and/or professional designation preferred (e.g., MBA, CPA, FSA)
  • Excellent analytical abilities
  • Understanding of drivers of profitability within businesses
  • Collaboration with stakeholders and providing independent objective perspectives
  • Strong verbal and written communication (presentation) skills with the ability to synthesize and explain complex topics to senior leaders


What to Expect as Part of MassMutual and the Team
  • Regular meetings with the SP&D team, initiative owners and stakeholders in the business
  • Focused one-on-one meetings with your manager
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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-KM1

Salary Range:
$128,000-$168,000

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

About Massachusetts Mutual Life Insurance Company (MassMutual)

Massachusetts Mutual Life Insurance Company (MassMutual) Careers

Joining the team at Massachusetts Mutual Life Insurance Company (MassMutual) offers more than just a job; it opens the door to a world of job opportunities where professional growth and personal development are encouraged and nurtured. Massachusetts Mutual Life Insurance Company (MassMutual) stands as a beacon of innovation, leadership, and diversity in the insurance industry.

Explore Career Opportunities

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Internship Programs

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Employee Benefits and Culture

Massachusetts Mutual Life Insurance Company (MassMutual) is committed to supporting its team members not only in their professional lives but also in their personal growth. The company offers comprehensive benefits designed to nurture the well-being of its employees and their families. The culture at Massachusetts Mutual Life Insurance Company (MassMutual) is built on a foundation of respect, integrity, and diversity, fostering an environment where everyone can thrive.

Professional Development and Growth

Career growth at Massachusetts Mutual Life Insurance Company (MassMutual) is propelled by continuous learning and development opportunities. The company invests in diversity training, leadership programs, and innovation workshops to ensure that every team member has the resources to advance their career. Employees are encouraged to expand their knowledge base and acquire new skills through various training and development programs.

Networking and Innovation

At Massachusetts Mutual Life Insurance Company (MassMutual), networking and innovation go hand in hand. Employees are encouraged to connect with colleagues and industry professionals, enhancing their career prospects and contributing to the company's leadership in the market. The collaborative environment ensures that innovative ideas are shared and celebrated.

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