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Senior Financial Consultant - Large Accounts

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Date Posted: Apr 26, 2022

Location(s): Aurora, IL, US, 60504

Company: MetLife

Locations: Dallas, Tampa, Aurora, Remote any location in US



Role Value Proposition: 

The Senior Financial Consultant has overall accountability for the day-to-day financial support of multiple National Accounts clients.  The Senior Financial Consultant is part of an overall account team tasked with understanding the customers’ needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.


Key Responsibilities: 


  • Overall accountability for the financial support of multiple or highly 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 client
    • Effectively manages the timely delivery of client reports by prioritizing and understanding client needs
    • Completes year-end financial accounting and 5500 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
  • Reviews other Financial Team members’ financial accounting or revenue projections as needed and may conduct internal first review of financial reporting
  • Accountable for the completion of monthly bank reconciliation reports, including monitoring client activity
  • Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
  • Serves as a key resource and subject matter expert to Customer Unit and National Accounts and serves as a team leader in support of Financial Manager
  • Partners with Account Executive and Client Services Team in meeting and exceeding the customers’ expectations
    • 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 demonstrating recognition of opportunities for solutions and new products and services
    • Develops and enhances strong, long-term client relationships, instilling client trust and loyalty with MetLife
  • Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed
  • Provides financial support to Request For Proposal process and 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 and actively contributes to client strategy discussions
  • Independently leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness



Essential Business Experience and Technical Skills:


  • Typically has a BS/BA degree and 7-10 years of experience
  • Excellent organization skills, interpersonal skills, and communication skills, both written and verbal
  • Strong project management skills and ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
  • Excellent accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
  • Ability to balance client expectations with MetLife capabilities and understand the impact both administratively and financially
  • Advanced Excel skills; proficient with remaining Microsoft Office software



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 help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the "World's Most Admired Companies." 


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.



We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.



MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.

Nearest Major Market: Aurora
Nearest Secondary Market: Chicago