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MetLife · 1 day ago

Financial Consultant I

United States

Full-time

Remote

Mid Level

$58K/yr - $70K/yr

3+ years exp

MetLife is one of the world’s leading financial services companies, providing insurance and employee benefits. The Financial Consultant I role involves supporting Regional Market clients through financial reporting, client billing, and participation in audits and strategic planning.

Asset ManagementFinancial ServicesInsuranceLife InsuranceRisk Management

No H1B

Responsibilities

Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods: Responsible for the development of customer financial reports, including data and trend analysis:

Manages the timely delivery of client billing

Completes monthly revenue projections and validates data integrity

Responsible for monitoring the key financial parameters

Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely

Participates in client account audits and strategic planning process

Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed

Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients

Participates and presents in client-facing implementation calls

Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting

Maintains an awareness and knowledge of insurance products and industry trends

Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness

Performs other duties as assigned or required

Qualification

Financial reportingData analysisProject managementMicrosoft ExcelAccounting skillsAnalytical thinkingOrganizational skillsInterpersonal skillsCommunication skillsAttention to detail

Required

3-5+ years of relevant work experience

Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal

Accounting/math problem-solving skills, including attention to detail, analytical thinking and decisiveness

Strong project management skills including problem-solving, attention to detail, analytical thinking and decisiveness

Proficient in Microsoft Office software, especially Excel

Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible

Preferred

Bachelors degree

Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems

General understanding of U.S. economy and employee benefits industry