The role involves providing expert financial guidance for MetLife's IDI department, managing financial data analysis, and ensuring accurate calculations and policy interpretations.
Description and Requirements
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:
• 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
• Support management as a key internal consulting resource. Ensure effective communication with all parties to consulting relationships. May manage projects.
• Act independently, in concert with short- and long-term business strategy and goals.
Essential Business Experience and Technical Skills:
Required:
• CPA with Tax and audit or forensic experience
• 3+ 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
The expected salary range for this position is $76,500 - $102,000. 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, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "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 [email protected]. 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.
$76,500 - $102,000
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:
• 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
• Support management as a key internal consulting resource. Ensure effective communication with all parties to consulting relationships. May manage projects.
• Act independently, in concert with short- and long-term business strategy and goals.
Essential Business Experience and Technical Skills:
Required:
• CPA with Tax and audit or forensic experience
• 3+ 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
The expected salary range for this position is $76,500 - $102,000. 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, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "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 [email protected]. 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.
$76,500 - $102,000
Top Skills
Excel
Forensic Analysis
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