Investment FP&A Analytics Lead

MassMutual

. Lead the integration of investment insight into the FP&A planning framework .

Posted 10/8/2026full-timeUnited StatesSenior💰 $159,800 - $209,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in Financial Planning and Analysis (FP&A) with a strong focus on investment insights, strategic recommendations, and cross-functional collaboration. Proven ability to communicate complex financial concepts effectively to senior leadership while driving decision-making and influencing stakeholders.

Highest-signal resume keywords

10+ Years Experience in FP&ABachelor’s Degree in FinanceUnderstanding of Insurance Investment PortfoliosExperience in Investment ManagementAbility to Influence Stakeholders

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment AnalysisForecastingData SynthesisQuantitative AnalysisRisk ManagementCapital ManagementDriver-Based Attribution FrameworksPerformance AnalysisStrategic Recommendations

Soft Skills

Cross-Functional CollaborationEffective CommunicationProblem FramingStakeholder InfluenceTeam Capability Building

Industry Keywords

TreasuryInvestmentsEnterprise Financial PlanningALMInsurance Product PricingSTAT FinancialsGAAP FinancialsFinance TransformationAnalytical AgendaDecision-Making

About the role

Key responsibilities & impact

Lead the integration of investment insight into the FP&A planning framework
Shape forward-looking forecasts that translate enterprise strategy into actionable financial plans
Ensure investment perspectives are embedded in key planning decisions
Deliver rigorous analysis of actual results versus plan
Isolate key drivers, quantify implications, and surface actionable recommendations for management
Shape the analytical agenda for planning cycles and strategic initiatives
Prioritize high-impact, decision-ready insight and influence how investment analytics are consumed by senior leaders
Synthesize cross-functional perspectives into a unified point of view
Own management takeaways and strategic recommendations
Distill complex investment and financial dynamics into structured, executive-ready narratives
Lead analytics dimensions of Investment FP&A as part of Finance Transformation
Design scalable, driver-based attribution frameworks for consistent quarter-over-quarter insight
Partner with Investment Management, Corporate Finance, Treasury, and business leaders

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Competitive salaries
Incentive and bonus opportunities
Bonus target or Variable Incentive Compensation component for sales-focused roles
Access to learning, development, and internal networks
Employee-led communities and forums supporting connection, learning, and inclusion
Industry leading pay and benefits
Inclusive, vibrant, and diverse culture
Accommodation support during the application process