Financial Consultant

Job Location: United States : New Jersey : Whippany  



The Financial Consultant will work on financial modeling /analysis for strategic decision support related to initiatives such as new products and structures, product pricing, and strategic transactions.



  • Provides financial support and analysis for monthly sales, quarterly Assets Under Management, monthly Revenue modeling / projections, monthly Accelerating Value modeling / projections and quarterly Broker Dealer reporting.   
  • Perform comprehensive financial modeling and analysis for MetLife’s Investment Management Business. 
  • Work closely with Portfolio Managers and Asset Sector Specialists to obtain inputs to run the financial models.
  • Analyze data and process flows to improve modeling accuracy.
  • Gain in-depth understanding of all outputs from the financial model and provide attribution of the results.
  • Oversee quarterly Assets under Management reporting for MetLife Combined Managed Assets, including pitch books, investor presentations and the Investment Management Business website. 



Required Skills:

  • 5+ yrs. financial experience in a public or private company environment.
  • 5+ yrs. working with Excel in a corporate environment, including the use of more complex Excel functions, such as pivot tables and V-look-ups.


Preferred Skills:

  • Bachelor's degree in Finance, or equivalent work experience.  
  • Completion of or progress towards CPA or MBA
  • Advanced knowledge of Microsoft Excel. 
  • Aptitude in building and adjusting spreadsheet models/databases.
  • Working knowledge of accounting concepts, principles, and practices related to investments and asset management.
  • Excellent written and oral communication skills, including ability to communicate with all levels of management.



Financial Analytics & Variables




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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