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

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

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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.


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