Lead Service Financial Consultant

Posted Yesterday
Be an Early Applicant
Cary, NC, USA
Hybrid
105K-145K Annually
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
Lead financial planning, forecasting, and reporting for IT services using TBM. Act as liaison between relationship managers, CFOs, and service owners to analyze spend, identify optimization opportunities, support funding strategies, and drive service strategy, benchmarking, and value measurement to improve delivery and standardization.
Summary Generated by Built In
Description and Requirements
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
  • Serve as the primary liaison for relationship managers, aligning service delivery, financial performance, and business priorities.
  • Lead financial planning cycles, forecasting, and ongoing reporting (monthly reviews, weekly trends) to support informed decision-making.
  • Analyze spend and cost drivers to identify optimization opportunities and ensure compliance with governance standards.
  • Drive service strategy through benchmarking, tiered offerings, and value measurement frameworks to improve delivery and standardization.
  • Partner with CFOs, Service Owners, and cross-functional teams to support funding strategies, executive reporting, operational improvements, and organizational capability building.

Required Qualifications
  • 8+ years of experience in financial reporting within public or private sector.
  • Experience in Technology Business Management (TBM), with deep understanding of TBM taxonomy and its application across technology domains such as application development, infrastructure engineering, and operational support.
  • Strong background in accounting and financial reporting and BA/BS in Finance, Accounting, or related field.
  • Excellent interpersonal, analytical, project management skills.
  • Advanced Microsoft Suite skills particularly in Excel and PowerPoint.

Preferred Qualifications
  • Financial modeling experience.
  • Apptio Platform experience.
  • Exposure SAFe/Agile methodologies.

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 $105,000 - $145,000 . This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. 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, paid time off, paid holidays, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the 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 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. 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.
#BI-Hybrid

Skills Required

  • 8+ years of experience in financial reporting within public or private sector.
  • Experience in Technology Business Management (TBM) with deep understanding of TBM taxonomy across technology domains.
  • BA/BS in Finance, Accounting, or related field and strong background in accounting and financial reporting.
  • Excellent interpersonal, analytical, and project management skills.
  • Advanced Microsoft Suite skills, particularly Excel and PowerPoint.
  • Hybrid role requiring a minimum of 3 days per week in office.
  • Financial modeling experience.
  • Apptio Platform experience.
  • Exposure to SAFe/Agile methodologies.

What the Team is Saying

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Jing Huang
Sara Strauch
Dan Xiao
Cara Mootz
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Patricia Hixson
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MetLife Compensation & Benefits Highlights

  • Retirement Support Retirement benefits combine a 401(k) with company match and a company‑funded cash‑balance pension. This uncommon pairing strengthens long‑term security.
  • Parental & Family Support Family supports include paid parental leave, adoption assistance, caregiving resources, fertility coverage, and practical travel supports for nursing parents. These provisions go beyond core insurance to address real‑world family needs.
  • Leave & Time Off Breadth Time away includes a minimum of 22 days of PTO annually and a paid volunteer day, alongside bereavement and other leave options. This breadth provides meaningful flexibility for rest and life events.

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The Company
HQ: New York, NY
43,000 Employees
Year Founded: 1868

What We Do

We're honored to be No. 10 on Great Place to Work's World's Best Workplaces and recognized in the Fortune 100 Best Companies to Work For® list in 2025. At MetLife, we're leading the global transformation of an industry we’ve defined for over 157 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife fosters an inclusive culture where our people are energized and inspired to deliver for our customers and communities. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

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About our Teams

MetLife Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

MetLife's current workplace policies classify roles as Office, Hybrid or Virtual based on the nature of work, encouraging new ways of working together

Typical time on-site: Flexible
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