Financial Consultant

Description and Requirements
Role Value Proposition :
The financial consultant (associate) will be a key resource of the Retirement and Income Solutions (RIS) Financial Planning and Analysis (FP&A) team.
Retirement & Income Solutions
Our businesses in the U.S. segment, Group Benefits and Retirement & Income Solutions, offer a broad range of protection products and services aimed at serving the financial needs of our customers throughout their lives.
RIS is a leader across eight distinct businesses in the retirement and income solutions market. The RIS portfolio of solutions covers a wide range of products and services uniquely designed to meet the retirement and benefit funding needs of institutional clients, and their employees and retirees. With decades of market experience that delivered sales of over $18 billion in 2023 and has grown the business book to $280 billion, RIS is a positive force in the industry and a major earnings driver for MetLife. Working in a collaborative and purpose-driven way, we focus on meeting the needs of our key constituencies: our customers (including over 1 million pensioners), our employees, the local communities we serve, and MetLife's shareholders.
The candidate will be responsible for consolidating financial results, budgets, Plan and projection models, and preparing financial reports to help the team and senior management understand financial trends across our business units. The candidate will prepare reports for projected financial metrics (P&L, Sales, Balance Sheet, cashflows, PFOs, Embedded Value) relative to comparable periods, including prior projections, plan, and actual financial results. S/he will also perform analysis as needed to help the team understand business drivers of change and help resolve discrepancies.
The candidate will collaborate with members of the RIS FP&A team (including product analysts), the RIS CFOs, RIS Controllers, US Business Finance, Expense Reporting, and other key finance partners in the reporting of the 3-year plan and monthly projections. The candidate will also be expected to help prepare management presentations to help articulate the key performance drivers, economic and non-economic assumptions, product/industry trends, and risks/opportunities. The candidate will also help to identify and execute on opportunities to streamline and automate financial reporting processes and tools.
We are looking for the following key qualities in the candidate: strong business acumen, ability to juggle multiple responsibilities in a fast-paced environment, strong data management skills, eagerness to learn, and strong technical background.
Key Responsibilities :

• Consolidate financial projections/budgets/results
• Data management of financial models and reports
• Perform iterative improvements to reporting and analytic capabilities

• Understands business Plans and their relationship to the financial arena.
• Lead projects as necessary.
• Analyze various financial measures such as profitability, mortality, sales & other metrics under GAAP, STAT & stress scenarios.
• Partner with RIS Statutory team to create/enhance and produce monthly STAT projection report.
• Identify opportunities for improvement / automation of key processes
Required :
• Bachelor's degree in Finance, Accounting, Economics, Mathematics or another field of expertise or equivalent work experience.
• Strong Proficiency in Microsoft Office applications; ability to write SQL scripts and macros
• Strong attention to detail
• Demonstrates effective written and oral communications and business acumen with all parties to consulting relationships
Preferred :
• Financial experience in a public or private company environment with proven ability to apply or provide complex technical knowledge or advice.
• Life Insurance industry experience; and knowledge of the business, products and services.
• Experience with Anaplan
• Data management/data science skills, with working knowledge of SQL, Alteryx, Access Database, ADVANCED Excel, Oracle, Database Management.
• Passion for continuous improvement and seeking ways to build efficiencies into financial reporting processes
Salary Grade
11M
Travel
0%
Business Category
Financial Management Group_12713
Number of Openings
1
Contact Information
Hiring Manager
Troy McDonald
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers."
Benefits We Offer
Our benefits are designed to care for your holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer health care coverage for you and your family, insurance discounts for home, car, and pet protection, as well as parental leave. We also provide premium gym membership for you and your direct relatives, volunteer time off, discounts with specific universities, flexible Fridays, connectivity reimbursement, and much more!
About MetLife
Recognized on Fortune magazine's list of the 2023 "World's Most Admired Companies", MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
At MetLife, we are committed to fostering diversity among employees, through non-discriminatory treatment for reasons of gender, gender expression, sexual orientation, religion, age, nationality, marital status, disability, physical or economic condition, HIV and embarrassment as a requirement for entry, permanence or ascension and there is equal employment opportunities.
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