Financial Consultant I

MetLife is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits, and asset management. The Financial Consultant I is responsible for the financial support of multiple National Accounts clients, ensuring accurate billing and financial reporting while participating in strategic planning and client meetings.

Responsibilities

• Overall accountability for the financial support of multiple complex National Accounts clients: Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicates results to meet client needs
• Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
• Prepares year-end financial accounting and ERISA reporting for clients; validates monthly revenue projections and responsible for data integrity
• Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives
• Participates in client meetings, in person or via conference call, and prepares materials as needed, participates in client account audits and actively engages in strategic planning process
• Strong focus on identifying efficiency gains with customer and/or internal processes
• Performs other related duties as assigned or required

Skills

• Excellent organizational, interpersonal, and communication skills, both written and verbal
• Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
• Strong proficiency in Microsoft Excel and PowerPoint
• Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible
• BS/BA degree
• 1-3+ years of experience
• Firm knowledge of group products, services and systems
• MS Access experience is a plus

Benefits

• Comprehensive health plan that includes medical/prescription drug and vision
• Dental insurance
• No-cost short- and long-term disability
• Company-paid life insurance
• Legal services
• A retirement pension funded entirely by MetLife
• 401(k) with employer matching
• Group discounts on voluntary insurance products including auto and home
• Pet
• Critical illness
• Hospital indemnity
• Accident insurance
• Employee Assistance Program (EAP)
• Digital mental health programs
• Parental leave
• Paid time off
• Paid holidays
• Volunteer time off
• Tuition assistance

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