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Financial Consultant

Req Id:  3007

Work Location:

Tampa, FL (hybrid). To protect the health and safety of our employees, our offices are closed until mid-September 2021. When our offices reopen, the organization will be moving to a hybrid work model.


Our Commitment to Diversity, Equity, and Inclusion:

At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security.


How This Role Contributes to Brighthouse Financial:

The Financial Consultant is a senior technical resource in the department, performing a variety of contract/treaty analysis and systems work.  This position works closely with the administration and accounting teams to ensure the accuracy of data within the systems, and ensuring such systems are performing as intended.  The candidate will work closely with internal and external partners, including IT and external corporate clients. Determines the validity of data and provides supporting explanations for the conclusions reached.


Key Responsibilities:

  • Analyze and make appropriate adjustments within the policy administration system
  • Review accounting settlements and accruals, and other activities as required for the financial close process
  • Coordinate and prepare various reporting per treaty and financial requirements
  • Develop and maintain documentation of procedures and metrics tracking
  • Assist with various requests from internal and external customers, including team members, clients and auditors, and prepare and distribute data and documentation as required
  • Conduct/coordinate research and participates in special reinsurance projects
  • Develop business requirements and technical specifications, documents procedures and processes, tests transactions, and assists in system implementations as a team leader/project manager or a subject matter expert on cross-functional IT/business teams
  • Expected to provide cross training and technical guidance to and assist other staff members
  • Perform other related duties as assigned or required.


Essential Business Experience and Technical Skills:

  • BS/BA in Accounting or Finance
  • 3-5 year experience in related discipline
  • Advanced skills in Excel & Access
  • Demonstrated strong analytical, interpersonal, and communication skills
  • Strong organizational, time management and project management skills
  • Proven track record in managing multiple concurrent projects
  • Ability to quickly adapt to change and reprioritize assigned tasks
  • A team player who has the collaborative skills to work within or manage project teams
  • Work independently with minimal supervision
  • Knowledge of insurance concepts, principles and practices a plus


Our Benefits:

  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability



Less than 5%


Number of Openings:




Nearest Major Market: Tampa

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