Position Type: Regular
Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. 

 

Investment Professionals' Compensation | Charles Schwab 

 

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   

 

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.  

 

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. 

What you have

Required Qualifications:  

A valid and active FINRA Series 7 license required   Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.   

  Preferred Qualifications:  

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.   Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.   Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve   Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation  Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.  

 

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

You will be required to register and to submit to the required SAFE Act background check and registration process 

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Investment Tax Manager

Corporate Tax Department

Full Time

Boston, MA or New York, NY

This is an individual contributor role

The Opportunity

The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.

The Team

As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability.

The Impact

Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverablesProvide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independentlyIdentify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax resultsCoordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfoliosSupport ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partnersPartner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requestsIdentify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controlsMentor and develop tax professionals, providing coaching and fostering professional growth across the teamRepresent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations

The Minimum Qualifications

CPA or certification in process or Enrolled AgentBachelor's Degree7+ years of tax experience from public accounting or financial services5+ years of Income tax (ASC740) provision experience

​

The Ideal Qualifications

10+ years of tax experience with demonstrated career progressionBig 4 tax advisory background with exposure to complex technical projectsInsurance or asset management industry experience; familiarity with life insurance company taxationWorking knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)Strong understanding of corporate tax provision (ASC740) and tax compliance processesHands-on experience with tax technology platforms, ERP systems, or system implementation projectsPrior involvement in large-scale transformation initiatives or process improvement programsExperience managing, mentoring, or leading tax professionals (formal or informal)Strong analytical skills with ability to identify data issues and develop solutionsDemonstrated ability to manage multiple priorities and deliver results under tight deadlinesProject management experience or certificationTrack record of building effective stakeholder relationships across matrixed organizationsExperience with deferred tax accounting and reconciliationsExperience interfacing with external auditors and managing audit processesHistory of taking ownership and driving initiatives without extensive oversightStrategic mindset combined with willingness to roll up sleeves and execute tacticallyStrong communication skills with ability to explain complex tax concepts to non-tax audiencesReview your work and that of others for quality, accuracy and relevance

​

What to Expect as Part of the Team

Regular meetings with the Investment Tax TeamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. Read Less

Director of Alternative Investments

Investment Controllership

Full-Time/Boston, MA or Springfield, MA

The Opportunity

Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders.

The Team

The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right.

The Impact

Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving.Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs.Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders.Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results.Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability.Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes.Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate.Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters.Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions.Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design.Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities.Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes.

The Minimum Qualifications

Bachelor’s Degree8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets1+ years of experience leading teams in a deliverable-oriented environment.4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs.

The Ideal Qualifications

Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes.CPA or progress toward CPA preferred.Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures.Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner.Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment.Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors.Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders.Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment.Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment.Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation.Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms.

What You Can Expect at MassMutual  

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: 

Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes  

A collaborative environment where perspectives are welcomed   

Access to learning, development, and internal networks that support continuous growth and skill-building over time  

Employee-led communities and forums that foster connection, learning, and inclusion across the organization  

A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

#LI-CR1

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. Read Less

Director, Insurance Accounting

Insurance Controllership | Corporate Finance

Full-Time/Springfield, MA or Boston, MA

The Opportunity

As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement.

In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions.

The Team

The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings.

We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture.

The Impact

As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function.

Key responsibilities include:

Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture.Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities.Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners.Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives.Present financial results and recommendations to senior leadership with confidence and clarity.Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements.Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution.Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions.Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance.Champion operational excellence, continuous improvement, and best practices across the controllership function.

This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes.

Minimum Qualifications

Bachelor's degree8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment.3+ years of insurance accounting experience, including general ledger processing and month-end close activities.3+ years of experience applying U.S. GAAP and statutory accounting principles.3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders.2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team lead

The Ideal Qualifications

CPA, Master’s degree, MBA, or equivalentNAIC statutory accounting experienceExperience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding AgreementsExperience designing, executing, and documenting internal controls, including identifying and remediating control issues.Strong multitasking skills with the ability to adapt to change and manage competing prioritiesAbility to lead complex, long-term projects, take ownership, and drive them to successful completionAbility to perform independent research and serve as a key resource for resolving unique or complex business issuesExperience driving finance transformation initiatives, continuous improvement, and operational efficienciesExcellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodiesIntellectual curiosity and a commitment to continuous learning and professional development

What You Can Expect at MassMutual  

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes  A collaborative environment where perspectives are welcomed   Access to learning, development, and internal networks that support continuous growth and skill-building over time  Employee-led communities and forums that foster connection, learning, and inclusion across the organization  A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset 

#LI-CR37

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. Read Less

Head of Investment Accounting Governance

Full-Time

Boston, MA

The Opportunity

Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.

The Head of Investment Accounting Governance is a key role in the delivery of MassMutual’s investment strategy and in this, MassMutual’s purpose: to provide financial well-being to all Americans. We are seeking a results-oriented and highly collaborative professional with the ability to create and lead a team within the Investment Controllership team. This position will the lead the team that is responsible for designing and executing the processes supporting the integrity of the accounting data information from the Company’s securities system.

This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes.  We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

This team is responsible for the ensuring the integrity of the accounting information received from the Investment Operations securities system.  This team will be highly focused on the control environment supporting this purpose.  To this end, the team will work closely with its critical partner, Investment Operations.  The team will look to leverage technology and resource opportunities to ensure and efficient and effective approach to maintaining these processes. Head of Investment Accounting Systems Governance will lead and inspire the team to continue progressing the operations model and function.

The Impact

Reporting to MassMutual’s Head of Investment Controllership, Head of Investment Accounting Governance will be a member of the Investment Controllership leadership team and a key partner and representative to the operational accounting impacts of the investment operations processes.

Against the backdrop of an increasingly complex general investment account portfolio with diverse asset classes and strategies, this role will build a framework and lead a vision that provides for the effective controls of operational securities accounting.

Lead the team responsible for ensuring effective controls related to the securities operational accounting, including execution of daily and monthly reconciliations, analysis of data exceptions, and support of system upgradesMaintaining control processes and assess improvements by evaluating the end to end impacts to operational securities accountingPartner with teams, including but not limited to Securities Controllership. Investment Operations, Treasury, Financial Reporting and ERMEnsure the integrity of investment income reporting across periods while owning the calculation and recording of known P&L exposuresMaintain workflows and operational securities accounting controlsPartner with stakeholders to meet client needsOversee the effectiveness of the broader control environment for the insurance company GIAOversight of external audits on behalf of Investment ControllershipOversight of UAT testing on key external vendor system upgradesExpected Leadership Behaviors:Create structures and processes that are routine in nature and highly scalableValue and support associates, fostering a culture of development and growthEncourage feedback and accountabilityPromote partnershipExcel at attracting, developing and retaining a diverse team of talented individuals, and effectively leveraging outsourcing models for the most efficient approach on executing on the team’s mandate

The Minimum Qualifications

10+ years of progressive accounting, investment accounting, investment controllership, or financial reporting experience within insurance, asset management, banking, or financial services.Demonstrated expertise in U.S. GAAP investment accounting and financial reporting.Proven experience designing, implementing, and enhancing internal controls, governance frameworks, and operational accounting processes in a highly regulated environment.Direct experience supporting a large and complex investment portfolio, including partnership with Investment Operations and other front-to-back investment functions.Bachelor’s degree in accounting, finance or related discipline

The Ideal Qualifications

Knowledge and experience of investments is highly desiredStrong analytical skills: ability to analyze financial data sets and tell the story of the dataProven ability to complete high quality work efficiently and increase autonomy over timeExperience in creating and developing teamsExperience effectively leveraging outsourcing and offshoring arrangementsAble to build and maintain strong working relationships across cross-functional groupsExcellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.Intellectual curiosity to continue learning and adding breadth and depth to understandingCPA

What You Can Expect at MassMutual 

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: 

Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes  A collaborative environment where perspectives are welcomed   Access to learning, development, and internal networks that support continuous growth and skill-building over time  Employee-led communities and forums that foster connection, learning, and inclusion across the organization  A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. Read Less

Manager, Investment Accounting - Income Governance

Investment Controllership
Full-Time | Boston, MA or Springfield, MA

This is an individual contributor role

The Team

The Investment Controllership Governance team is responsible for ensuring the accuracy, integrity, and reliability of accounting information received from the Investment Operations securities system. Working closely with Investment Operations and Investment Controllership, the team plays a key role in maintaining a strong control environment while driving continuous process improvements.

As a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement.

The Opportunity

This role is a key position within our Investment Controllership organization. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship.

This role is ideal for a collaborative accounting professional who thrives in a dynamic environment, enjoys solving complex problems, and is passionate about improving processes and controls. You'll work across teams to analyze financial information, strengthen accounting operations, and support strategic initiatives that drive business outcomes.

The Impact

In this role, you'll be a key contributor responsible for overseeing the review, reconciliation, and analysis of investment accounting data across insurance companies and subsidiaries. You'll help ensure financial information is accurate, controls are operating effectively, and exceptions are resolved in a timely manner.

You'll partner closely with internal stakeholders and external consultants, giving you broad exposure across the Controllers Organization, Corporate Finance, and Investment Management teams. Success in this role requires strong analytical capabilities, the ability to work with large and complex data sets, and a continuous improvement mindset.

Your responsibilities will include a combination of the following:

Partner with teams across Securities Controllership, Alternative Investments, Derivatives, Investment Management Operations, Treasury, PMO, ERM, and other business areas.Support the implementation of the company's new general ledger and other strategic finance initiatives.Prepare, review, analyze, and present monthly financial reporting and analysis to management.Conduct research, analysis, and data validation to support the preparation and review of complex account reconciliations.Identify, investigate, and reconcile differences across investment and accounting systems.Recommend and implement solutions for process issues, exceptions, and control gaps.Analyze and interpret financial information to ensure accuracy, completeness, and compliance with company policies and regulatory requirements.Maintain complex account records and supporting documentation with a high degree of accuracy and attention to detail.Collaborate with internal business partners to resolve accounting and investment-related issues.Lead and participate in continuous improvement initiatives that enhance efficiency, accuracy, and operational effectiveness.Contribute to problem-solving efforts that improve quality, reduce cycle times, increase team effectiveness, and enhance stakeholder satisfaction.Recommend enhancements to strengthen the overall investment accounting control environment.

The Minimum Qualifications

Bachelor's degree in Accounting, Finance, or a related field.6+ years of experience in investment accounting, insurance accounting, or a related accounting function.6+ years of experience applying U.S. GAAP and/or Statutory (STAT) accounting principles.

The Ideal Qualifications

CPA or CFA designation preferred.Master's degree preferred.Experience working with investment accounting and investment-related financial reporting.Advanced proficiency in Excel, PowerPoint, Alteryx, and Power BI.Strong analytical skills with the ability to interpret large data sets and communicate meaningful insights.Demonstrated ability to produce high-quality work while managing multiple priorities and deadlines.Proven ability to build strong relationships and collaborate effectively across cross-functional teams.Excellent verbal and written communication skills, including the ability to present complex information clearly and confidently to various audiences.Ability to thrive in a fast-paced, evolving environment with a focus on execution and results.Intellectual curiosity and a commitment to continuous learning, growth, and process improvement.

What to Expect as Part of MassMutual and the Team

Regular meetings with the Investment Controllership teamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits 

#LI-CR37

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. Read Less

Job DescriptionJob Description

Greenwood Shalom Tutoring Zone and Summer Enrichment Program
A Victory Generation Affiliate
378 A Washington Street
Dorchester, MA 02124
phone # 617-282-1464
Job Description

Tutor
Status: Part Time (School Year); Full Time (School Vacation and Summer)
Reports To: Site Coordinator
Pay Level:
Salary/ varies on experience

Greenwood Shalom is a faith-based, academically focused program serving children in Boston.
General Function: An assistant educator will represent the Greenwood personally and professionally in accordance with the mission and goals of the Greenwood Shalom under the direction of the site coordinator. He/she will assist the educator in implementing program activities for children, that provide for spiritual, social, academic and emotional growth and will adhere to the policies and regulations set forth by Greenwood Shalom Tutoring Zone Program and Early Education and Care (EEC). Safety and the overall welfare of the children, families, and communities are of primary importance.
Job Criteria:
Middle School, High School student with good grades or High School diploma with previous experience
Individual should like children and have ability to work with and understand the needs of children. Have a commitment to working with children from a variety of backgrounds.
Must be a positive role model and can maintain a motivational, energetic attitude while conducting activities.
Required: CORI and DFC check and Fingerprint, A current physical with updated immunizations

Responsibilities:
Assist the educator.
Emphasize personal safety and wellbeing with children, parents and staff always.
Uses positive and effective methods of behavior management that stress teaching, not punishment.
Develop a positive rapport and communication with children, and staff.
Assist in keeping daily attendance record for assigned group. Frequently takes head counts.
Attends monthly staff meetings and trainings as required by the Greenwood Shalom and EEC dependent upon student school schedule.
Reports all accidents immediately, and assists with necessary documentation.
Assist in implementing activities that foster creativity, and cultural and academic awareness.
Performs other duties as required by supervisor.

 

 

Company DescriptionGSTZ is an exciting LEARNING environment that focuses on students academics and homework completion in a fun and nurturing environment for children ages 5-13 and up to 16 for children with special needs, IEPs and 504 plans. We encourage children to believe in themselves and give them the tools to be more confident in their learning environments.Company DescriptionGSTZ is an exciting LEARNING environment that focuses on students academics and homework completion in a fun and nurturing environment for children ages 5-13 and up to 16 for children with special needs, IEPs and 504 plans. We encourage children to believe in themselves and give them the tools to be more confident in their learning environments. Read Less

Job DescriptionJob Description

PEST MANAGEMENT PROFESSIONAL

Job Purpose:

To service all customers in a manner that rids the pest problems in the most efficient and effective manner with total considerations of the law, the label, safety and respect to all involved.

RESPONSIBILITIES:

1. Maintain MA pesticide application license requirements

2. Pass all appropriate QualityPro training courses during 90-day probation

3. Adhere to all safety rules regulations and label specs.

4. To apply materials only as specified by the label. Understand that the label is the law.

5. To complete all callbacks.

6. To service all scheduled accounts within the time limit of our agreements

7. To inspect and monitor facilities as you work.

8. To fill out all paperwork as you work and complete the paperwork clearly and precisely to avoid potential mistakes or miscommunications as well as file it on time and to the appropriate person.

9. To meet and if possible exceed established individual and team commitments in our sales and marketing plans

10. Establish new customer contacts, prospects for fresh leads, sell and/or turn over leads to the sales department.

11. Work cooperatively with all departments and employees.

12. Maintain clean and safe vehicles and drive courteously at all times.

13. Continue educational training for license requirements

14. Conduct oneself in a professional manner socially, professionally & personally

15. Maintain social media code of conduct

16. Report all incidents, accidents, mishaps to management IMMEDIATELY

QUALIFICATIONS:

1. Must have the ability to sell and communicate

a. experience preferred.

2. Must have great written, verbal, follow up and telephone communication skills.

3. Excellent human relations skills- a sense of humor, a quick smile and thick skin

4. Basic skills in reading, writing and math. Is able to follow directions for mixing, calculating formulations and loading tanks. Must be able to follow safety directions.

5. Stamina needed to operate equipment

6. Must be willing to participate in all correction efforts.

Read Less

Job DescriptionJob Description

Title: Account Manager

Department: Sales

FLSA Status: Exempt

Supervisory Responsibilities: No

Summary:

The Account Manager is responsible for managing all account and project activity within assigned accounts and will be the clients’ key contact for all day-to-day business. In most accounts, there will be an Account Executive (AE) who will team with the Account Manager (AM). The AE's role will be to secure both product and service contracts, assist with strategic and tactical issues, and provide a leadership role on all major new business initiatives.

Responsibilities and Duties:

Market and promote all of Creative Office Resources products and servicesCoordinate appropriate resources to establish, maintain, and enhance our position within assigned accountsRespond quickly and professionally to clients’ needs while adhering to established procedures for conducting business within Creative Office ResourcesDevelop a Business Plan based on anticipated business for all assigned accountsInitiate and maintain Account Profile for all key accountsRegularly meet with your Account Executive to review the status of each accountProvide AE with detailed status reports from customer service on all account activity, including all open orders, proposals, and projectsKeep AE informed of any problems or unresolved issues, changes in personnel, product standards, or competitive initiativesAttend all sales and team meetingsParticipate in all relevant training opportunitiesSubmit all requested information in the time designatedOther duties as required

These responsibilities are not designed to cover all responsibilities required of the employee. All duties and responsibilities may change at the discretion of Creative Office Resources at any time with or without notice.

Required Education, Skills, and Experience:

4-year degree, concentration in Marketing or Business preferred1-3 years of work experience – industry experience extremely helpfulStrong written and verbal communication and interpersonal skills to interact effectively with a wide range of people within and outside of COR:Must be able to read, write, interpret and communicate fluently in English Writing skills must be sufficient to compose and edit a variety of documents using correct spelling, grammar and punctuation, with the ability to pay close attention to detail and proofread work carefullyStrong Microsoft Office Suite with ability to learn and use new computer programs/applicationsGood organizational, time management, customer service and problem-solving skills:Ability to work accurately to meet deadlines by adapting to changes in work environment, work assignments, and/or changes in priorities in a flexible way by working from your own initiative and/or following direction, policies, or proceduresUse analytical and decision-making skills to offer options and resolve problems in a variety of contextsAbility to work effectively both independently and as part of a team, ensuring efficiency of projects from start to finishAbility to read and understand floor plans and other related technical drawingsExercise flexibility, initiative, good judgment and discretion in handling confidential materials and matters as well as highly complex sales challenges

Physical Demands:

Sedentary work that primarily involves sitting/standingRepeating motions that may include the wrists, hands and/or fingers

Work Environment:

Work performed in fast-paced office environment daily with visits to various sites including warehouse, construction sites, client sites and offices

UAL EMPLOYMENT OPPORTUNITY

Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Creative Office Resources. Creative Office Resources is an equal opportunity employer, and does not discriminate based upon an individual’s race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, military service ad veteran status, national origin, age, disability, genetic information (including family medical history), political affiliation, or other non-merit based factors protected by federal, state and local laws. These protections extend to all terms and conditions of employment and management practices and decisions, including recruitment and hiring, appraisal systems, promotions, training, and career development.

Read Less

Job DescriptionJob Description

Account Rep­ (Eastern Mass)

Terroir Wines is a small fast­ growing importer/distributor of fine wines wines from around the world, with a strong focus on sustainably and organically farmed wines from smaller, family producers. We’re looking for enthusiastic, seasoned sales professionals for all territories in eastern and central Mass, particularly in Northeast MA, Southeast MA and downtown Boston. Specialization in on or off premise accounts is possible in all territories.

Your job will be to service existing accounts and to prospect and open new accounts, both on and off premise.

This is a field sales position, with an expected 4-5 days per week on the road, averaging a minimum of 5 account calls per day.

Must have

­Massachusetts residency (per state law)­Undergraduate degree­Minimum 2 years wine/food industry experience.­Good knowledge of and/or interest in wine styles, types and regions­Excellent interpersonal skills, love of working with diverse people and a desire to connect with new people.­Great communications & organizational skills, motivation and a sense of professionalismGood computer literacy including documents, spreadsheets, web/internet use, and email.­Ability to thrive in a self­-structured work environment­Reliable vehicle, computer/printer/internet, smart phone, text/email connectivity

Ideal candidates will have

­ Industry contacts and relationships in the target territory­ Commission-­based wine sales experience­ Proven record of sales growth in prior positions­ Current permanent residence in/near the target territory

Responsibilities include

­Establish an in­-depth knowledge of the Terroir portfolio­Build relationships with accounts/buyers through regular visits and product presentations­Effectively service and grow existing accounts by increasing sales of existing product and introducing new products.­Prospect and develop new accounts­Support accounts through evening and weekend tastings/events as required­Execute on monthly sales programs and targetsEnsure your clients remain current on their account payments­Communicate customer needs to the company­Set and manage client expectations regarding company policies etc.

You will be backed by an efficient and responsive back office and warehouse staff, professional delivery, and effective programs and POS materials. Terroir provides robust sample support for both reps and accounts.

Terroir offers a base salary and generous commission schedule commensurate with experience.

Candidates should submit a cover letter including salary requirements along with a resume.

Job Types: Full-time, Part-time, Commission

Company DescriptionTerroir Wines is a small fast­ growing importer/distributor of fine wines wines from around the world (emphasis on European wines), with a strong focus on sustainably and organically farmed wines from smaller, family producers. We provide service to a range of both retailers and restaurants with an interest in finer wines.Company DescriptionTerroir Wines is a small fast­ growing importer/distributor of fine wines wines from around the world (emphasis on European wines), with a strong focus on sustainably and organically farmed wines from smaller, family producers. We provide service to a range of both retailers and restaurants with an interest in finer wines. Read Less

Job DescriptionJob Description

Civil Litigation Legal Assistant

Boston Law Firm seeks an experienced Civil Litigation Legal Assistant with at least 2 years law firm experience with advanced MS Office Suite 365 experience and excellent verbal and written communication skills. Proficiency with Federal and State e-filing and 9A Filing experience required. Time, Document Management Systems and Legal Billing Systems technical ability required. Excellent salary/benefits. EOE. Please forward cover letter and resume.

Company DescriptionMid-sized law firm in convenient downtown crossing location in Boston. Lower level of building has full-service grocery store, large department store and MBTA red and orange lines with access to green line. MA and Federal Courts and Land Court are very close to the office.Company DescriptionMid-sized law firm in convenient downtown crossing location in Boston. Lower level of building has full-service grocery store, large department store and MBTA red and orange lines with access to green line. MA and Federal Courts and Land Court are very close to the office. Read Less

Job DescriptionJob Description

The Medical Records Clerk plays a vital role in managing and organizing patients’ medical records to ensure accuracy, confidentiality, and timely availability to healthcare providers. This position supports the healthcare team by maintaining the integrity and security of all medical documentation.

Responsibilities

Collect, organize, and maintain patient medical records in paper and electronic formatsEnsure accuracy and completeness of medical documentationRetrieve records for medical staff and authorized personnel as neededMaintain confidentiality and comply with privacy regulationsUpdate and file medical records promptly following patient visits or treatmentsAssist in scanning and digitizing paper records into electronic health records systemsRespond to requests for information and verify patient dataSupport the medical records department in daily administrative tasks Read Less

Job DescriptionJob Description

The Accounting Bookkeeper plays a critical role in maintaining accurate financial records and supporting the overall accounting functions of the organization. This role involves tracking financial transactions, reconciling accounts, and ensuring that all bookkeeping activities comply with relevant standards and company policies.

Responsibilities

Record daily financial transactions accurately and timelyReconcile bank and credit card statementsMaintain the general ledger and prepare trial balancesManage accounts payable and receivableAssist in payroll processing and tax filingsGenerate financial reports and assist with month-end closingEnsure compliance with company policies and accounting standardsCollaborate with auditors during financial audits.

How to Apply

 If you Interested this position , Please send your email with resume to hiring@thebestfreescore. com

Thank you.

Read Less

Job DescriptionJob Description

The Medical Records Clerk plays a vital role in maintaining and organizing patient health information, ensuring accuracy, confidentiality, and accessibility. This position supports healthcare providers by managing medical records, coordinating data requests, and adhering to regulatory standards.

 

Responsibilities

Maintain and update patient medical records accurately and promptlyEnsure confidentiality and security of medical documentationFile, retrieve, and organize medical records as needed for healthcare staffRespond to requests for records from authorized personnelVerify completeness and correctness of medical records and associated documentsAssist in converting paper records to electronic health records (EHR) systemsComply with regulatory and hospital policies regarding patient information managementSupport audits and quality assurance activities related to medical documentation

 How to Apply

 If you Interested this position , Please send your email with resume to info@thecareer-builder. com

Thank you.

Read Less

Job DescriptionJob Description

The Medical Assistant/Receptionist plays a vital dual role in clinical and administrative support within healthcare settings. This position combines patient care tasks with front desk responsibilities to ensure smooth operations and high-quality patient experiences.

Responsibilities

Greet and check in patients upon arrivalSchedule and confirm patient appointmentsCollect and update patient medical histories and informationPrepare patients for examination and assist healthcare providers as neededHandle incoming calls and direct them appropriatelyManage patient records and maintain confidentialityProcess billing and insurance documentationMaintain a clean and organized reception and clinical area

 

Read Less

Job DescriptionJob Description

We are seeking a Customer Services Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.

Responsibilities:

Handle customer inquiries and complaintsProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDocument and update customer records based on interactionsDevelop and maintain a knowledge base of the evolving products and services

​Qualifications:

Customer Services RepresentativeAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skills Read Less

Job DescriptionJob Description

The Medical Assistant plays a crucial role in supporting healthcare providers by performing clinical and administrative tasks. This position requires strong organizational skills, the ability to interact compassionately with patients, and competency in medical procedures and office operations. The assistant ensures efficient clinical workflow and contributes to high-quality patient care in various healthcare settings.

Responsibilities

Prepare patients for examinations and treatmentsRecord medical histories and vital signsAssist healthcare providers during exams and proceduresSchedule and confirm patient appointmentsMaintain and update patient medical recordsAdminister medications and perform basic clinical tasks as directedAnswer patient inquiries and provide instructions under provider guidanceEnsure compliance with health and safety regulations

 How to Apply

 If you Interested this position , Please send your email with resume to info@thecareer-builder. com

Thank you.

Read Less

Job DescriptionJob Description

The Warehouse Associate plays a crucial role in maintaining the efficiency of warehouse operations by managing inventory, preparing shipments, and ensuring the safe handling of goods. This position requires attention to detail, physical stamina, and the ability to work collaboratively in a fast-paced environment.

 

Responsibilities

Receive, inspect, and store incoming shipments accuratelyPick, pack, and prepare orders for shipmentMaintain cleanliness and organization of the warehouseOperate warehouse equipment safely and efficientlyConduct regular inventory counts and report discrepanciesCollaborate with team members to meet daily operational goalsFollow safety procedures and company policies at all times

 How to Apply

 If you Interested this position , Please send your email with resume to hiring@thebestfreescore. com

Thank you.

Read Less

Job DescriptionJob Description

The Administrative Assistant plays a crucial role in supporting office operations, ensuring efficient communication, and maintaining organizational workflows. This position involves managing schedules, handling correspondence, and assisting with various administrative tasks to support staff and management.

Responsibilities

Manage and organize schedules, appointments, and meetingsPrepare and edit correspondence, reports, and presentationsMaintain filing systems and ensure document accuracyHandle incoming calls and direct them appropriatelyCoordinate office supplies and reorder as necessaryAssist with organizing office events and meetingsSupport other staff members with various administrative tasks as needed.

How to Apply

 If you Interested this position , Please send your email with resume to info@thecareer-builder. com

Thank you.

Read Less

Job DescriptionJob Description

The Customer Service Representative plays a vital role in ensuring customer satisfaction by providing timely and effective support. This position is responsible for addressing customer inquiries, resolving complaints, and delivering a positive experience to maintain strong customer relationships.

Responsibilities

Respond to customer inquiries via phone, email, or chat promptly and professionally.Resolve customer complaints and issues efficiently to ensure satisfaction.Document customer interactions and maintain accurate records.Provide product or service information and guidance as needed.Collaborate with internal teams to address customer needs and feedback.Follow up with customers to ensure issues are resolved and expectations met.Maintain up-to-date knowledge of company products, services, and policies.Assist in identifying opportunities to improve customer service processes. Read Less