Portfolio Reporting Consultant

MassMutual
US - Connecticut - Hartford
January 13, 2025

? Portfolio Reporting Consultant
Corporate Functions Project Management Office (CFPMO)
Full-Time
Springfield, MA or Boston, MA

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
• LI-ST1
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Read the full job description and apply online on the recuiter's web-site

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