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Financial Risk Consultant - CPA

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Date Posted: Jun 19, 2022

Location(s): Amherst, MA, US, 1002 Oriskany, NY, US, 13424 Aurora, IL, US, 60504 Dayton, OH, US, 45458 Tampa, FL, US, 33647 Holyoke, MA, US, 1040 Omaha, NE, US, 68114 Cary, NC, US, 27513 West Des Moines, IA, US, 50266 Warwick, RI, US, 2886

Company: MetLife

Job Location:  Virtual but must live in the Amherst MA, Holyoke MA, Tampa FL, Cary NC, Warwick RI, Oriskany NY, Dayton OH, Omaha NE, Aurora IL or West Des Moines IA market.  

 

Role Value Proposition: 

This position is responsible for providing accounting related expertise to MetLife’s Individual Disability Income (IDI) department.  This individual will have a critical role in ensuring various calculations and policy interpretations are made timely and accurately.  The candidate will need to be able to manage the expectations and interests of numerous team members and key stakeholders and prioritize and manage projects independently. 

 

Key Responsibilities:

  • Virtual roles predominately work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc.
  • Provide written referrals and supporting Excel spreadsheets to assist IDI claims examiners in their decision-making process
  • Analyze multi-period financial data from insureds (tax returns, profit and loss statements, paycheck details, etc.) to determine prior and current earnings in accordance with policy provisions
  • Utilize forensic analysis skills with respect to financial and occupational matters
  • Assist with development and implementation of procedures and training for the IDI department pertaining to financial risk assessment skills
  • Communicate with insureds, claims examiners, attorneys, and other CPAs on various financial matters
  • Supports management as a key internal consulting resource. Ensures effective communication with all parties to consulting relationships.  May manage projects.
  • Acts independently, in concert with short- and long-term business strategy and goals.

 

Essential Business Experience and Technical Skills:

 

Required:

  • New hires should live a commutable distance from the site the role is posted in
  • CPA with Tax and  audit or forensic experience
  • 5+ years of relevant experience in tax return preparation and financial analysis
  • Ability to understand and interpret policies and support management through sound financial guidance
  • Superior consulting, analytical, interpersonal, communication, time management, and project management skills
  • Ability to lead and motivate project team members that are not direct reports, as well as providing direction to lower-level staff members
  • BA/BS, preferable in Accounting or equivalent

 

Preferred:

  • Familiarity with disability insurance
  • In-depth knowledge of MetLife’s business, its products, the Financial line of business and its clients

 

Business Category

IDI Claims

 

Number of Openings

1

 

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.

 

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MetLife:

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.

 

 

Requisition #: 125108