Portfolio Reporting Consultant

MASSMUTUAL


Date: 1 week ago
City: Springfield, MA
Salary: $102,500 - $134,500 per year
Contract type: Full time

The Opportunity

As the Corporate Function Portfolio Reporting Consultant, you will work closely with the CFPMO team, Corporate Function senior leadership, Portfolio Leads and project teams in operating and enhancing the portfolio reporting process, as well as compiling and presenting updates and findings to executive and senior leadership forums.

The Team

The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. We are a newer team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.

The Impact

  • Serve as primary lead for CFPMO-wide reporting efforts, ensuring a high level of accuracy, timeliness, and quality
  • Act as point of contact for all CFPMO-related reporting questions and issues, providing expertise and guidance as needed
  • Collaborate with PMs across the CFPMO to develop the scope, design, and implementation of the long-term reporting solution
  • Enhance key metrics to be included in the reporting solution on an as-needed basis, based on requests from business and executive-level stakeholders
  • Continuously evaluate and improve reporting process and tools to enhance efficiency, accuracy, and accessibility
  • Provide regular updates and ensure escalation of any risks to key stakeholders
  • Continuously enhance and enforce standards for data quality and governance

Minimum Qualifications

  • Bachelor’s Degree or equivalent experience and expertise
  • 5+ years of report development experience
  • 3+ years of experience dashboarding or working with visualization tools (e.g., MicroStrategy, Tableau, PowerBI)
  • 1+ year of experience using Clarity PPM

Ideal Qualifications

  • Experience in wealth management and/or insurance industry sectors
  • 3+ years’ experience with data analysis, data modeling, forecasting
  • Experience with process improvement
  • Strong problem-solving skills
  • Familiarity with SAP
  • Project or Program Management Certification (i.e., PMP, CAPM, etc.)
  • Solid understanding of pros and cons of various project management frameworks
  • Knowledge of extract / transform / load
  • Knowledge of data models
  • Knowledge of query languages (i.e., Dax and M)
  • Understanding of how to normalize data
  • Ability to synthesize high volume of content and prepare clear and concise status reports for stakeholders
  • Ability to effectively present updates and recommendations to senior management

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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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