Financial Consultant II

MetLife; Aurora (IL); On-site; USD 65,000 - 82,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Job summary

MetLife in the United States is seeking a Financial Consultant II to deliver financial analysis, reporting, and billing while providing consultative support to National Accounts. You will collaborate with customers, brokers, and internal teams to improve financial processes and leverage AI/automation tools for efficiency.

The role emphasizes data-driven decision making and strong client partnership. Required is a solid foundation in finance with 3–5+ years' experience, proficiency in

Qualifications

• Strong financial analysis, problem solving, and data interpretation.
• Advanced Excel and PowerPoint skills.
• Ability to manage multiple priorities with accuracy.
• Curiosity for AI and automation technologies.

Responsibilities

• Develop and deliver financial reporting, data analysis, and trend insights supporting decision-making.
• Manage billing, reconciliation, revenue validation, and financial reporting activities.
• Partner with customers and internal stakeholders for financial discussions and audits.
• Monitor results, identify trends/risks, and drive process improvements via technology.

Skills

Financial analysis

Problem solving

Quantitative skills

Communication skills

Multitasking

AI tools

Education

Bachelor's degree in Finance/Accounting/Business/Economics

Tools

Excel

PowerPoint

Job description

Join the nation’s largest non-medical carrier of group insurance, where your work will impact over 55,000 customers and cover more than 50 million employees and family members. As part of MetLife’s Group Benefits team, you’ll deliver innovative benefits solutions - life, disability, dental, vision, and voluntary benefits - tailored to today’s employers and workforces. Collaborate with customers, brokers, and partners to expand our offerings and reimagine digital experiences. Join us and be part of an organization committed to supporting customers when they need us most.

The Opportunity

The Financial Consultant II is responsible for delivering financial analysis, reporting, billing, and consultative support that helps ensure the financial health, operational effectiveness, and overall customer experience of MetLife's National Accounts business. Guided by our purpose, Always with you, building a more confident future, and our New Frontier strategy focused on stronger growth, attractive returns, and all-weather performance, this is an exciting opportunity to combine financial expertise, analytical thinking, customer partnership, and technology to help solve complex challenges and deliver meaningful business insights. In this role, you will work across teams, interact directly with customers and internal stakeholders, analyze financial information, and identify opportunities to improve processes that support our clients. You will also have the opportunity to leverage emerging technologies, including AI and automation tools, to streamline work, uncover insights, enhance communication, and help create more efficient and effective financial processes. If you enjoy learning, solving problems, working with data, and continuously finding better ways to work, this role offers the chance to make a meaningful impact while developing new skills and capabilities.

Key Responsibilities

• Develop and deliver financial reporting, data analysis, and trend insights that support customer decision-making and business performance.
• Manage billing, reconciliation, revenue validation, and financial reporting activities while ensuring accuracy, compliance, and data integrity.
• Partner with customers, account teams, and internal stakeholders to support financial discussions, account planning, audits, and issue resolution.
• Monitor financial results, identify trends or discrepancies, and recommend solutions to address risks and opportunities.
• Identify and implement process improvements through technology, AI, automation, and continuous improvement initiatives.

Required Qualifications

• Strong financial analysis, problem-solving, and quantitative skills with the ability to translate complex information into actionable insights.
• Advanced proficiency in Microsoft Excel and strong working knowledge of PowerPoint to support reporting, analysis, and presentations.
• Excellent organizational, written, verbal, and interpersonal communication skills with the ability to partner effectively across teams and with customers.
• Proven ability to manage multiple priorities, projects, and deadlines while maintaining a high degree of accuracy and attention to detail.
• Curiosity and willingness to learn and apply emerging technologies, including AI and automation tools, to enhance efficiency and effectiveness.

Preferred Qualifications

• 3-5+ years of experience in financial analysis, reporting, billing, reconciliation, or related financial operations.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• Knowledge of group insurance products, services, and operational processes.
• Demonstrated continuous improvement mindset with experience identifying and implementing process enhancements

The expected salary range for this position is $64,800 - $82,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.

Benefits We Offer

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more! For more information regarding MetLife’s U.S. benefits, please click here.

About MetLife

Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, 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.

As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We’re looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.

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 our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!

MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (“protected characteristics”).

If you need an accommodation due to a disability, please email us at [e-mail]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

MetLife maintains a drug‑free workplace.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.

This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.