Senior Business & Strategy Consultant

MetLife; Cary (NC); Hybrid; USD 100,000 - 141,000; Full time

Job summary

A leading company in financial services is seeking a Senior Business Planning & Strategy Consultant to join their Data and Analytics team. This role involves financial planning, stakeholder engagement, and process improvement, supporting a large organization with a hybrid work model. Ideal candidates will have extensive experience in project management and financial analysis, contributing to strategic priorities and operational efficiency.

Benefits

Comprehensive health plan including medical, dental, and vision

401(k) with employer matching

Tuition assistance

Parental leave

Volunteer time off

Qualifications

• 8+ years of overall experience.
• 4 - 6+ years of expertise in various project management methodologies.
• Strong organizational skills and ability to multitask.

Responsibilities

• Lead financial planning and forecasting for the D&A US portfolio.
• Track budgets, actuals, and variance; deliver insights to improve decision-making.
• Identify and implement strategies to streamline processes and improve efficiency.

Skills

Project Management

Financial Planning

Budget Management

Organizational Skills

Agile Methodologies

Education

Bachelor's degree in Computer Science, Information Systems, Business Administration, Project Management, or related fields

Tools

ITIL

Agile

Lean

PMP

Job description

The position sits within the newly consolidated Data and Analytics (D&A) organization supporting MetLife's U.S. Business. U.S. D&A assists all business lines of MetLife’s U.S. business (about 2/3 of MetLife Global by earnings) with everything related to data, analytics, and data science, from data infrastructure, data governance, data engineering, data modeling, and data analysis to business intelligence, data science, and AI.

The Role

The Senior Business Planning & StrategyConsultant will assist in financial and budget planning for a 500-person organization with employees in various U.S. offices, two India offices, and several external consulting firms. You’ll join the U.S. Data & Analytics Operations team to assist planning and performance efforts that support strategic priorities. This role focuses on financial planning and agile delivery support in close collaboration with Finance.

Key Responsibilities

Financial Reporting and Analysis

• Lead financial planning and forecasting for the D&A US portfolio
• Partner with the Head of Operations to manage funding, capacity, and headcount planning
• Track budgets, actuals, and variance; deliver insights to improve decision-making
• Support agile planning cycles (quarterly/PI) by aligning funding, teams, and priorities
• Maintain dashboards and status reports on delivery health and financial performance
• Work with team leads to manage risks, dependencies, and resource shifts
• Produce monthly financial reports, including detailed analysis of budget and forecast variances.
• Oversee resource labor modules and manage annual planning processes.

Stakeholder Engagement

• Support the Head or Operations and partner with cross-functional teams to ensure alignment on financial objectives.
• Support vendor management, accrual processes, and capacity reporting initiatives.

Process Improvement and Strategy

• Identify and implement strategies to streamline processes, reduce discrepancies, and improve efficiency.
• Develop and execute resource request intake systems to optimize operations.

Leadership Responsibilities

• Support the Head of Operations with integration efforts for ADM financial operations and reporting structures.

Required Skills:

• 8+ years of overall experience.
• 4 - 6+ years of expertise in various project management methodologies, including scaled agile.
• Experience in financial planning and budget management for a matrixed organization.
• Strong organizational skills and ability to multitask between several projects.
• Expert knowledge of business operations, planning, budgeting, re-engineering, and performance measures.

Preferred Skills:

• Experience/certification in ITIL, Agile, Lean, and/or PMP methodologies.
• Bachelor's degree (or equivalent work experience) in Computer Science, Information Systems, Business Administration, Project Management, Information Systems, Computer Science, Finance, or other related fields.
• SAFe/Agile Certification.

Location

• This position can be based at our Cary, NC, corporate headquarters in NYC, or the Bridgewater, NJ office. Currently, we are on a hybrid schedule with three days per week in the office.

The salary range for applicants for this position is $100,000 - $140,100.

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, volunteer time off, tuition assistance and much more!

About MetLife Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World’s 25 Best Workplaces for 2024, as well as the 2025 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.

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!

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.