Portfolio Reporting Consultant

Posted 6 Hours Ago
Be an Early Applicant
Springfield, MA
Hybrid
103K-135K Annually
Senior level
Big Data • Fintech • Information Technology • Insurance • Financial Services
We help people secure their future and protect the ones they love.
The Role
The Portfolio Reporting Consultant will enhance the portfolio reporting process, compile and present updates to executive leadership, evaluate reporting tools for efficiency, and ensure data quality and governance. Responsibilities include leading reporting efforts, collaborating with project managers, and providing expertise on reporting issues.
Summary Generated by Built In

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
  • Experience with process improvement
  • 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.
Salary Range: $102,500.00-$134,500.00

Top Skills

Report Development
Visualization Tools

What the Team is Saying

Alex
Nathalie
Asieh
David
Kymberly
Jasmine
The Company
HQ: Springfield, MA
6,000 Employees
Hybrid Workplace
Year Founded: 1851

What We Do

Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people.

Together, we’re stronger.

Why Work With Us

MassMutual has the financial security and stability of a 170+ year old company, with the culture and energy of a startup. We work every day with the customer front of mind to build the best digital experience in the industry.

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MassMutual Teams

Team
Boston Campus
About our Teams

MassMutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We believe in capitalizing on the best of being together in our offices as well as personal flexibility. Our workplace philosophy puts office collaboration first, combined with flexibility to work remotely.

Typical time on-site: 3 days a week
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HQSpringfield, MA
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Boston, MA
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New York, NY
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