Dir, Strategic Finance Integration & Analytics - Liberty Mutual Investments

Description

The Company:

 

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion (as of 12/31/2025) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY. 

 

LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. 

 

Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology—with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI #LI-LMI 

 

The Position:

 

The Director, Strategic Finance Integration & Analytics will be responsible for driving strategic integration across the Finance organization within Global Investment Services (GIS). Embedded within Portfolio & Financial Analytics (P&FA), this role serves as the central connector across Finance, ensuring initiatives, analytical capabilities, business processes, and strategic priorities remain aligned while partnering closely with Product and AI teams to translate Finance's priorities into scalable business solutions.

 

This role acts as Finance's primary business interface with Product and AI teams, helping prioritize strategic initiatives, shape solution design, coordinate delivery, and maximize the business value of technology investments. The ideal candidate combines deep investment and finance expertise with strong strategic thinking, cross-functional leadership, and the ability to translate complex business needs into enterprise capabilities.

 

Responsibilities:

 

Strategic Finance Integration

• Serve as the primary connector across Finance, building alignment between Portfolio & Financial Analytics, Financial Reporting, Transaction Services, and other Finance functions.
• Develop a comprehensive understanding of Finance initiatives, priorities, and strategic objectives to identify opportunities for greater integration and collaboration.
• Improve communication and transparency across Finance by increasing visibility into strategic initiatives, emerging capabilities, and shared business priorities.
• Connect Finance teams working on complementary initiatives to promote consistent solutions, reduce duplication, and expand the reuse of successful capabilities.
• Partner with Finance leadership to identify cross-functional opportunities that improve organizational effectiveness and support a more integrated Finance operating model.

Strategic Business Solutions & Analytics

• Lead strategic initiatives that span multiple Finance functions, from business case development through implementation.
• Translate Finance business challenges into coordinated solutions by partnering with Product, AI, Operations, and other enabling organizations.
• Partner with Product teams to define business requirements, influence solution design, prioritize enhancements, and ensure technology investments remain aligned with Finance objectives.
• Develop scalable analytical capabilities that reduce manual reporting, improve planning, forecasting, executive decision-making, and business insight across Finance.
• Identify opportunities to leverage existing capabilities before pursuing new solutions and ensure successful capabilities are expanded across Finance where appropriate.
• Ensure strategic initiatives deliver measurable business outcomes and support Finance's long-term operating model.

 

AI Strategy, Prioritization & Business Enablement

• Serve as Finance's primary business liaison to the AI organization, representing Finance priorities and strategic objectives.
• Maintain a consolidated view of AI initiatives impacting Finance to improve visibility, coordination, and strategic alignment.
• Develop and prioritize Finance's AI opportunity portfolio based on business value, organizational readiness, and expected return.
• Coordinate AI-enabled initiatives across Finance to ensure development efforts remain focused on the highest-value opportunities.
• Partner with AI teams throughout solution development to ensure capabilities address Finance business needs and integrate effectively into existing processes.
• Promote consistency in how AI solutions are evaluated, implemented, and leveraged across Finance.
• Identify opportunities to scale successful AI capabilities across Finance and maximize return on AI investments.
• Measure and communicate realized business value from AI-enabled solutions, including efficiency gains, improved decision-making, and enhanced analytical capabilities.

Qualifications

• 10+ years of experience across asset management, investment operations, accounting, finance, business architecture, operating model design, and management consulting, leading complex initiatives from strategy through execution.
• Deep expertise in institutional asset management and investment operations, including front-, middle-, and back-office functions, with direct experience supporting public and private market investments, alternatives, private credit, fixed income, derivatives, and other complex investment instruments.
• Strong understanding of financial and accounting frameworks, including GAAP, STAT, investment accounting, financial analysis, and expense management practices.
• Proven success designing and implementing target operating models, governance structures, organizational frameworks, capability models, and large-scale business process transformation initiatives that drive enterprise-wide impact.
• Demonstrated ability to lead cross-functional programs in fast-paced, evolving environments, effectively navigating ambiguity, solving complex business challenges, and delivering measurable results.
• Exceptional executive communication, stakeholder management, and influencing skills, with experience presenting to senior leadership, facilitating alignment across competing priorities, and leading large-group meetings and presentations.
• Advanced analytical and technology capabilities, including expertise in finance tools, business process optimization, AI-enabled delivery tools, process mapping, operating model development, RACI creation, and data-driven decision making.
• Bachelor's degree in Accounting, Finance, or a related field; CPA, CFA, MBA, or other advanced business or finance credentials preferred, with experience gained within leading asset managers, insurance investment organizations, institutional investment platforms, or top-tier consulting firms.