Sr. Portfolio Financial Manager

Metropolitan Life Seguros e Previdência Privada S.A - Cary, NC

Full-time - Mid Level

Cary, NC

About the position

The Sr. Portfolio Financial Manager plays a crucial role in managing the $550M Global Technology portfolio at MetLife. This position involves leading financial management efforts, overseeing portfolio setup, and ensuring accurate monthly reporting and forecasting. The incumbent will collaborate with a diverse program team, including senior management, to communicate significant changes within the portfolio and drive improvements in financial planning and reporting processes.

Responsibilities

• Provides oversight, analysis, reporting coordination and facilitation of multiple, complex portfolios and/or projects.
• Partners with application development teams to complete monthly forecasts, review actuals, and submit month accruals.
• Ensures all financial and operational inputs are appropriately accounted for in the proper periods and that budgets/forecasts reflect the most accurate information available.
• Establishes and maintains working relationships with GTO Finance, US Application Development teams, and Global PMO leads to communicate financial reporting deliverables.
• Evaluates US Application development portfolio and projects, communicates cost drivers to the business, highlights risks and opportunities, and assists in initiatives to close gaps to financial plan.
• Serves as financial reporting lead for PPM team by disseminating information, coordinating variance explanations, and monitoring progress for initiatives.
• Participates on teams and provides input to decisions regarding portfolio governance, best practices and tool utilization.

Requirements

• 6+ years of experience as financial or portfolio analyst, IT experience a plus.
• Portfolio Management experience is required.
• Advanced Excel skills along with strong financial systems and business application knowledge.
• Excellent data organization, detailed analytical and interpretation skills.
• Adept at problem solving, juggling competing priorities, delivering on time results, honoring commitments, and demonstrating ownership/accountability for financial performance.
• Strong attention to detail to ensure accuracy and consistency across multiple stakeholders.
• Highly effective communication standards through oral, written, and presentation mediums.

Nice-to-haves

• PMP Certification.
• Portfolio Management certification.
• Agile Certification or experience.
• Familiarity with Apptio configuration and report writing.

Benefits

• Comprehensive health plan including medical/prescription drug and vision, dental insurance.
• No-cost short- and long-term disability insurance.
• Company-paid life insurance and legal services.
• 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.
• Employee Assistance Program (EAP) and digital mental health programs.
• Parental leave and volunteer time off.
• Tuition assistance.