Financial Planning and Analysis

• Coordinate with Securities, Alternative Investments & Derivatives Controllership and Investment Operations to analyze and interpret financial information, processes and controls to ensure accuracy and compliance with company policy, regulations and other best practices
• Coordinate and review the aging analysis of suspense activity completed by our team of external consultants
• Communicate aging results to MassMutual’s finance leadership on a quarterly/monthly basis, including any potential exposure for the Company
• Assist in resolving issues related to our open investment payable/receivable balances, including coordinating with our Investment Operations team to clear aged balances
• Review balance sheet and income statement reconciliations, including analysis of our net unreconciled exposure on a monthly/quarterly basis
• Review, research and resolve daily, monthly and historical exceptions across multiple security types and accounting platforms
• Analyze and interpret financial information, processes and controls to ensure accuracy and compliance with company policy and regulations
• Propose resolutions to new and existing processing errors and/or deficiencies
• Collaborate with internal teams to resolve items and address investment -related issues
• Identify areas of risk and/or improvement within existing processes and controls across the investment ecosystem and make recommendations to continuously improve the overall control environment
• Thrive in an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow
• Manage priorities effectively and adapt quickly to achieve goals while developing efficiencies and establishing methods in processes & controls
• Thrive in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances
• Partner with teams, including but not limited to Securities Controllership, Investment Operations, Financial Reporting & Controls and ERM
• Actively participate in the implementation of the Company’s new ledger and other key projects
• Initiate and/or lead increasingly complex continuous improvement activities
• Participate in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team

Investment Accounting Associate – Governance

Asset Management Researcher – Financial Services Practice

Corporate Transactions and Investments Lead

Vice President, Investment Strategist – Retirement Services

Finance Leader

Financial Representative