Investment Forecasting Strategy & Transformation Lead

Investment Forecasting Strategy & Transformation Lead

Full-Time

Boston, MA, Springfield, MA or New York, NY

The Opportunity

As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced-leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process.

Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for Mass Mutual's investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner-so it can be relied on as a core input to planning and decision-making for senior and executive leadership.

You will operate with direct visibility to Finance and Investment Management senior leadership - partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments.

You will transform the forecasting operating model for Investment FP&A - designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run.

You will lead the business side of key transformation initiatives, including the Anaplan reimplementation - defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed.

In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight - and help move the function from production-heavy delivery toward a more scalable, insight-driven model.

The Team

You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process.

The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions.

We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust.

The Impact

• Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team - ensuring the model is resilient, scalable, and aligned to enterprise planning cycles
• Design workflow infrastructure that embeds quality and speed into how the team operates - establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds
• Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm - ensuring the team meets enterprise timelines without compromising analytical quality
• Lead the business side of Investment FP&A's system transformation, including Anaplan - translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives
• Represent Investment FP&A in enterprise platform and data governance decisions - partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and…