Financial Consultant I

• 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
• 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

• 1-3 years of relevant experience
• Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
• Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
• Accounting/math problem solving skills
• Proficient in Microsoft Office software, especially Excel (v-lookups, pivot tables, etc.)

• Bachelor's degree
• Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
• General understanding of employee benefits industry

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.