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MetLife
Lead TBM Financial Consultant
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on North Carolina data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$106,370 / year median in North Carolina
+6% projected growth
Job Description
Lead TBM Financial Consultant MetLife
- 3.8 Cary, NC Job Details Full-time $120,000
- $162,000 a year 10 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Volunteer time off Life insurance Qualifications Performance dashboard reports Financial forecasting Cost accounting analysis Financial data reconciliation Presentation software Dashboard creation Financial dashboard reporting Financial performance report preparation Taxonomy Bachelor's degree Technology management Accounting and finance experience Presentation preparation Financial forecasting analysis Full Job Description General Information Location Cary, North Carolina Alternative Location(s)
Posting Location:
New York, New York Working Schedule Full-Time Work Arrangement Hybrid Relocation Assistance Available No Grade 12T Posted Date 02-Sep-2026 JobID 20217
Description and Requirements The Team You Will Join When you join MetLife's Global Technology team, you'll be part of a forward-thinking group dedicated to shaping the future of digital solutions for customers worldwide. You'll develop, maintain and support technology applications and delivery, leveraging AI, automation, and contemporary ways of working to enhance experiences and drive business outcomes. Your work will simplify complex processes, improve tech resiliency, and ensure high-performing, seamless solutions that power life's most important moments. In this dynamic environment, you'll collaborate with talented peers across teams and functions, expanding your skills in impactful ways. Ready to push boundaries and set new industry standards? Join us and help drive the future of technology forward. The Opportunity The Service Financials team within the Technology Business Management Office (TBMO) enables transparency and accountability in IT spending through a structured chargeback model tied to our Service Catalog. By aligning financials with industry-standard taxonomy and benchmarking practices, the team empowers business leaders to make informed, strategic decisions that maximize the value of IT investments. Key Responsibilities Own and continuously improve the Technology Business Management (TBM) framework, including TBM taxonomy, service costing, chargeback, showback, and allocation models. Develop and maintain technology cost models that provide transparency into infrastructure, applications, cloud, and shared services costs. Lead annual planning, forecasting, and financial analysis activities, providing insights to support technology investment decisions. Analyze technology spending, cost drivers, consumption patterns, and service demand to identify optimization opportunities and improve cost efficiency. Support technology billing, allocations, reconciliations, variance analysis, and financial controls to ensure data accuracy and transparency. Deliver executive reporting, dashboards, KPIs, and recommendations that translate complex financial and technology data into actionable insights. Partner with Infrastructure, Application Development, Service Owners, Finance, and Technology leaders to align funding strategies, understand cost drivers, and improve business outcomes. Conduct benchmark to evaluate technology cost, service performance, and value delivery. Establish governance, documentation, and repeatable processes that support TBM reporting, planning, and financial management activities. Serve as a trusted advisor and TBM subject matter expert, helping stakeholders understand the relationship between technology spending, consumption, and business value. Drive continuous improvement and automation of TBM reporting, analytics, and financial processes. Promote best practices across TBM and financial management processes. Required Qualifications Bachelor's degree in finance, Accounting, Economics, Information Technology, Business, or related field. 7+ years of experience in Technology Business Management (TBM), IT Finance, Technology Financial Management (ITFM), FinOps, or related disciplines. Strong accounting, financial planning, forecasting, and reporting experience. Deep understanding of TBM taxonomy, service costing, allocations, chargeback/showback, and technology cost transparency (Apptio highly preferred). Experience analyzing technology infrastructure, cloud, application, and shared service costs. Strong analytical, problem-solving, and data reconciliation skills. Ability to communicate complex financial and technical concepts to both Finance and Technology leadership. Experience creating executive presentations, dashboards, and decision-support materials. Advanced Excel and PowerPoint skills. Preferred Qualifications IBM Apptio experience (Cost Transparency, TBM Studio, Planning, BI, Cloudability). Experience with technology chargeback/showback, Bill of IT, service costing, or consumption-based allocation models. Experience with Power BI, Power Automate, or similar analytics tools. Knowledge of cloud financial management and FinOps practices. TBM Council certification, FinOps certification, CPA, CMA, MBA, or similar credentials.Location Expectation:
This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $120 ,000- $162,000 .
- and long-term disability.
- to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values
- Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead
- we're inspired to transform the next century in financial services.
Benefits
- Paid Time Off (PTO)
- Volunteer Time Off (VTO)
- Financial Aid/Assistance
- 401(k) Plans