Financial Management Consultant, Strategic Planning and Delivery (SP&D)
MassMutual
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: 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 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. #J-18808-Ljbffr MassMutual
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique... ...goals through financial planning. On your path to becoming a financial... ...every client’s unique needs Manage your client’s financial plans... ...commissions and fees, Strategic Employee Benefits Services...SuggestedFull timeContract workFor contractorsWork at office- ...or qualitative basis) the effectiveness of the management processes and systems, human resources, and strategic planning initiatives within the program office.... ...assuring the effective and efficient use of staff.Consults with management and provides advice/guidance on...SuggestedWork at officeImmediate start
- ...someone who can own a full-year forecast independently and present financial insights directly to non-finance stakeholders. The ideal... ...advanced Excel modeler, and comfortable operating in enterprise planning tools such as Anaplan. Key Responsibilities: Maintain a...SuggestedWork experience placementRemote work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...student government, etc) Excellent time‑management skills Interest in financial literacy and...SuggestedFull timeInternshipLocal areaFlexible hours- ...Northwestern Mutual is seeking College Financial Representatives for their internship program in Springfield, Massachusetts. The role involves building a financial planning practice while receiving guidance and support from a Fortune 500 company. Responsibilities include...SuggestedFull timeInternship
- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients... ...investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge...
- ...mentorship.About the RoleIn your role as a Financial Associate, we will help you build your... ..., asset accumulation, and retirement planning.As a Financial Associate, you will receive... ...develop as a Financial Associate:One-on-one strategic coachingMentorship, peer group learning...Permanent employmentWork at office
- ...development This role is also commonly known as a Financial Planner or Wealth Advisor. About Us We are a full-service financial planning and investment advisory firm located in... ...build wealth, prepare for retirement, manage investments, plan for education, and navigate...
$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver... ...relationship of current clients; effectively managing internal and external centers of... ...with clients, including tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementDay shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...achieve their goals through financial planning. On your path to becoming a financial... ...tailored to every client’s unique needs Manage your client’s financial plans to help them...Work at office$60k - $120k
...mentorship. About The Role In your role as a Financial Associate, we will help you build your... ..., asset accumulation, and retirement planning. As a Financial Associate, you will... ...Develop As a Financial Associate One-on-one strategic coaching Mentorship, peer group...Permanent employmentWork at officeRemote work$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious... ...is expansion, succession planning, or deeper specialization,... ...to the infrastructure, strategic guidance, and collaborative... ...ability Excellent relationship management and communication skills Commitment...Flexible hours- PV Financial Group is seeking a local, community-minded, and driven... ...join our growing financial planning firm. This individual will be... ...in-house professionals and strategic alliances; when necessary, refer... ...tools (e.g., Model Management) Maintain client cost basis...Local area
$20.55 - $34.25 per hour
...branch customer experience through lobby management, servicing and sales interactions for... ...calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction... ...to needs to based discussion on financial goalsIdentify financial needs of customers...$50k - $60k
About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our...Full timeSummer workInternshipWork at officeRemote workMonday to Friday$50k - $60k
...time off Training & development About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning...Full timeSummer workInternshipWork at officeImmediate startRemote workMonday to Friday$42.74k - $71.24k
...branch customer experience through lobby management, servicing and sales interactions for... ...calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction... ...to needs to based discussion on financial goals Identify financial needs of customers...Full time- ...enterprise. Your work will strengthen service delivery, vendor performance, and the day-to-day... ...insights that support planning and decision-making. Resolve operational... ...andlogisticsoperations, program coordination, or vendor management. Working knowledge of the USPS Domestic...Full timeTemporary workWork at officeHome office
$76.47k
...areas as assigned: General accounting management; Capital planning; Grant accounting; Travel and... ...for the management of the College’s financial and physical resources through effective... ...Key responsibilities include: Strategic planning Management of financial...Full timeContract workLive inWork at officeVisa sponsorshipWork visaWeekend workAfternoon shift- ...organization is seeking a strategic and mission-aligned... ...Development to lead and manage affordable housing projects... ...Management : Lead the planning, financing, construction, and delivery of affordable housing developments... ...projects. Financial Modeling & Funding : Structure...For contractorsLocal areaRelocation package
$100k - $105k
...fundraising goals into program planning and communications.... ...align with long‑term financial health. Donor... .... Grants Management (25%) Identify and... ...with development staff, consultants, or interns as assigned... ...Demonstrated experience in strategic development planning,...Full time- ...mentorship and coaching. Participate in all phases of project planning, development and testing and collaborates with business and... ...work product Negotiate and influence requirements direction Lead/consult on escalated support issues and root cause analysis Skills...Temporary work
- ...receive training to help you grow in this position. Serves as a management and program analyst with oversight of at least two (2)... ...the development and/or interpretation of guidance on program planning, execution, and evaluation. The incumbent advises leadership and...
$85.71 per hour
...vendors, and the Project Managers leading each of these... ...migrated products. Consult with business partners... ...Participate in test planning, development, and execution... ...reconciling policy or financial data (math/data... ...years of Agile project delivery experience Benefits...Contract workWork experience placementRemote workWork visa- ...Title: Senior Project Manager Organization Type:... ...supported by thoughtful and strategic relationship... ...manage, analyze project financial feasibility, and evaluate... ...partnership and consultant agreements, to ensure... ...public policy, urban planning, or a related field is...Full timePart timeLocal areaRelocation package
$115k - $142k
...reliable flow of electricity in our region and planning for the future of the electric grid. We... ..., including: ~ Enhanced 401(k) and financial planning support ~ Tuition... ...and event correlation Vulnerability management concepts Skills and Abilities:...Full timeH1bRelocationVisa sponsorshipWork visaRelocation packageFlexible hours$39.52k - $74.88k
...reliable flow of electricity in our region and planning for the future of the electric grid. We... ..., learn how to communicate insights to management, and see how your work helps shape New... ...expertise in economics, engineering, financial analysis, data science, and law to ensure...Hourly payPermanent employmentInternshipH1bLive inRelocationVisa sponsorshipWork visa- ...of Business Development About the Company Concierge care management company helping families navigate the complexities of aging.... ...with accountability for performance metrics, and can translate strategic goals into operational systems. A strong external presence and...
- ...Function Incumbent will create and manage the customer experience by... ...to meet their individual financial needs. Incumbent will drive... ...by offering guided, consultative services that introduce a variety... ...year based on corporate and strategic goals. The work environment...Work at officeLocal area
$40k - $45k
...mortgage lending and digital financial services. Headquartered in Chicago... ...Marketing support Business Plan and Referral Partner strategy... ...to the business plan Manage the database, including coordinating... ...preferably Encompass) Think strategically to solve problems or...Work at officeFlexible hours
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