Cary, NC

Finance Jobs in Cary, NC

6 jobs found

Include remote jobs

3d ago

Principal Embedded Technical Customer Advisor, Financial Services - North America

SAS Cary, NC

Cary, NC

3d ago

Full time Advisor Client Relations Client Service

Apply Now

Job Description

Lead a hands-on, embedded technical advisory engagement with strategic Financial Services customers to design scalable SAS solutions and drive measurable outcomes.

Responsibilities

Run deep-dive workshops to map customers’ current operational environments and define an evolving SAS ecosystem aligned to their needs.
Act as an on-site subject matter expert, recommending best practices to maximize the value, usage, and usability of SAS solutions.
Create and deliver technically rigorous demonstrations, prototypes, and proofs of value using customer data and use cases.
Collaborate with Account Executives to plan and implement customer retention, post-sale adoption, and expansion strategies.
Configure SAS solutions and supporting products to support validation, knowledge sharing, and demonstration activities.
Coordinate with sales, pre-sales, technical support, product management, and partners to implement and optimize solutions in customer environments.
Maintain advanced knowledge of SAS offerings, third-party technologies, competitive information, and industry trends, then apply insights to customer opportunities.
Follow applicable security policies and processes to support the organization’s secure software development goals.
Model SAS values including curiosity, passion, authenticity, and accountability in day-to-day work.
Mentor other embedded resources to support career and skill growth.

Requirements

Bachelor’s degree in mathematics, statistics, data science, business, computer science or a related field.
Minimum 12 years of experience in technical sales, solutions architecture, systems engineering, application development, project management, customer advisory, or related technical customer-facing roles.
Demonstrated ability to influence executive and technical stakeholders at large Financial Services organizations across Technology, Operations, Data & Analytics, and Line of Business leadership teams.
Proficiency in technical change enablement, user adoption frameworks, and value realization tracking, including usage KPIs, post-sale enablement roadmaps, and center-of-excellence structures.
Expertise in identifying fast-moving consumer fraud vectors across digital channels, including cross-channel behavioral profiling to evaluate transactions in milliseconds while minimizing false positives and customer friction.
Experience integrating adaptive analytics into enterprise decisioning engines to respond to evolving consumer fraud tactics.
Experience serving as a trusted advisor to executive stakeholders (e.g., CIOs, CTOs, Data Officers, Risk Officers, or Line of Business Leaders), aligning technology investments to business outcomes.
Equivalent combination of related education, training, and experience may be considered in place of the listed qualifications.

Benefits

Comprehensive medical, prescription, dental, and vision plans.
Medical plan options include PPO with low annual deductible and copays, and HDHP with a health savings account with a contribution from SAS.
Onsite Health Care Center (HQ) free to employees and family members enrolled in the PPO plan; pharmacy ships prescriptions with no additional charge.
Industry-leading 401k plan.
Tuition Assistance Program and programs/resources to support development.
Generous time away including vacation time, a variety of paid holidays, and a U.S. Winter Wellness Break between December 25 and January 1.
Volunteer Time Off, parental leave, and unlimited paid sick days.
Generous childcare benefits for all full-time employees.

Additional Competencies, Knowledge and Skills

Building Customer Relationships: Understands needs, ensures satisfaction, proactively resolves issues, and maintains confidence and loyalty.
Driving For Results: Sets ambitious goals, measures progress effectively, and continuously improves to meet or exceed objectives.
Influencing: Gains acceptance of ideas and secures commitment by engaging stakeholders, addressing concerns, and building a compelling case for change.
Creating Demand through Insight: Identifies root causes of customer business challenges and delivers insights that reveal problems or opportunities and demonstrate long-term business value.
Transformation Track Record: Leads enterprise-scale cloud, data, AI, or analytics transformation programs with measurable outcomes such as platform adoption, operational modernization, risk reduction, or revenue growth.

Additional Information

Applicants must be legally authorized to work in the United States and should not require sponsorship for employment visa status now or in the future.
SAS is an equal opportunity employer.
Resumes may be considered in the order they are received.
Certain job functions may require access to technology or software subject to export/import regulations; SAS may request nationality or citizenship information for trade compliance purposes.
SAS only sends emails from verified sas.com addresses and never asks for sensitive personal information or money. If you have doubts about authenticity, contact Recruitingsupport@sas.com.

View full job page →

5d ago

Finance Consultant

Holman Cary, NC

Cary, NC

5d ago

Full time Advisor Automotive Finance Automotive Finance Manager

Apply Now

Job Description

Finance Consultant role based in Cary, NC (onsite) to support dealership F&I performance, customer financing workflows, and sales consultant training.

Responsibilities

Maintain a successful F&I (finance and insurance) operation
Ensure every buyer is given the opportunity to purchase appropriate financing, payment protection, and other supported products/services for the vehicle selected
Operate a follow-up process to collect one pay contracts and outstanding titles
Drive and maintain high customer satisfaction scores
Process, review, and analyze customer credit reports
Run customer credit reports that include detailed credit history and confidential consumer data
Analyze credit history to determine the probability of the bank accepting the customer’s credit application
Maintain current knowledge of finance and insurance products and manufacturer policies
Train and manage sales consultants on F&I-related products and paperwork
Maintain awareness of industry trends and create and maintain relationships with industry contacts
Assist desk managers as needed

Requirements

Valid driver’s license with an excellent driving record
Strong organizational skills
Excellent written and verbal communication skills
2–5 years of experience as a dealership automotive finance manager (preferred)
Ability to provide excellent customer service alongside strong organization
Minimum of 2 years of experience

Benefits

Health Insurance
Vision Insurance
Dental Insurance
Life and Disability Insurance
Flexible Spending and Health Savings Accounts
401(k) plan with Company Match
Paid Time Off (PTO)
Paid Holidays, Bereavement, and Jury Duty

AI Use and Integrity Statement

Applicants should not use AI tools to answer interview questions on their behalf, or use AI tools in any way during the interview or other qualification process(es)
Applicants should not misrepresent or embellish qualifications, skills, or experience
Applicants should not create false or misleading representations of identity (e.g., deepfakes or altered images/videos)
Your application should reflect your authentic abilities and experiences; any use of AI that compromises honesty or integrity may result in disqualification

Equal Opportunity Employment and Accommodations

Provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status,

View full job page →

6d ago

Senior Product Owner – ERP Finance Transformation

I8IS INC. Cary, NC

Cary, NC

6d ago

$120k - $120k/yr Full time Senior Cloud Platform Data Analytics

Apply Now

Job Description

The Senior Product Owner will lead the Finance product backlog for an ERP Finance transformation in an insurance environment, aligning Finance close and reporting needs to a Finance data integration and reporting platform built with Workday and an Azure data hub.

Role Scope

Own the Finance data, integration, and reporting backlog across the Data Hub and Workday interfaces. Translate Finance requirements into build-ready epics, user stories, business rules, and acceptance criteria, and guide delivery teams through governance, validation, and adoption activities from requirements through post-go-live stabilization.

Key Responsibilities

Own, groom, and prioritize the Finance backlog covering data, integrations, and reporting across the Data Hub and Workday interfaces.
Convert Finance requirements into epics and user stories with business rules and acceptance criteria that minimize rework for the data engineering team.
Maintain a sequenced roadmap aligned to close cycles, cutover milestones, and downstream consumer dependencies.
Facilitate backlog refinement, sprint reviews, and demos; make scope and trade-off decisions while documenting rationale.
Apply hands-on functional expertise across General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, financial close, intercompany, reconciliations, controls, and financial and statutory reporting.
Partner with Controllership, FP&A, Treasury, Procurement, and Finance Systems stakeholders to understand processes, data definitions, reporting requirements, and pain points.
Support mapping of PeopleSoft Finance data to the Workday Finance data model and the Data Hub, including chart of accounts, worktags, and hierarchy redesign decisions.
Challenge legacy customizations and manual spreadsheet workarounds rather than carrying them forward by default.
Define finance data-quality rules, reconciliation requirements, balancing controls, and reporting validation criteria.
Collaborate with engineers to shape curated finance data products and certified datasets for analytics, regulatory, and statutory reporting.
Establish data definitions, lineage expectations, and ownership so Finance can trust hub outputs.
Contribute reusable patterns for the Actuarial, Investment, Reinsurance, and Risk phases.
Plan and coordinate UAT with Finance users, including scenarios, test data, defect triage, and sign-off.
Lead finance data validation and parallel reconciliation through conversion, cutover, and post-go-live stabilization.
Drive adoption of new data products and retire dependency on legacy PeopleSoft extracts and manual reporting.
Act as the connective layer between Finance business teams, ERP functional consultants, and technical delivery.

Required Qualifications

8+ years in ERP Finance, Finance Systems, finance data, business analysis, functional consulting, or product ownership, including time as the accountable Product Owner or functional lead on a significant workstream.
Strong functional knowledge of Finance modules in at least one major ERP platform: Workday, PeopleSoft, SAP, Oracle, or Microsoft Dynamics.
Working command of GL, AP, AR, Fixed Assets, financial close, reconciliations, financial controls, and financial reporting.
Demonstrated experience with ERP implementation, modernization, migration, or finance transformation programs, ideally including at least one full lifecycle through go-live.
Proven ability to elicit requirements and produce user stories, acceptance criteria, process and data documentation, and UAT scenarios.
Capability to operate with both CFO-organization stakeholders and data engineering teams on mappings, transformations, and defects.
Experience delivering Agile work using Jira, Azure DevOps, or a comparable backlog-management tool.
Excellent communication, stakeholder management, facilitation, and problem-solving skills, including driving decisions in ambiguity.
Ability to work a hybrid schedule from Cary, NC.

Technologies

Workday, PeopleSoft, SAP, Oracle, Microsoft Dynamics, Azure, Jira, Azure DevOps, EIB, Core Connectors, Prism, FDM, Databricks, ADF, ADLS Gen 2, Synapse, Microsoft Fabric, Snowflake, Adaptive, Anaplan, Power BI, OneStream

Compensation and Employment

Salary: USD 120,000 per year
Employment: Full time with Altimetric

Preferred Qualifications

Insurance or financial services experience, including exposure to statutory reporting, insurance accounting (STAT/GAAP), or data from actuarial, investment, reinsurance, or risk functions.
Hands-on experience with PeopleSoft Financials and/or Workday Financial Management, including Workday integration patterns (EIB, Core Connectors, Prism) or FDM design.
Experience with finance data migration, data integration, data warehousing, or building certified data products.
Familiarity with Azure and analytics/data tooling (Databricks, ADF, ADLS Gen 2, Synapse, Microsoft Fabric, Snowflake) sufficient to discuss feasibility and cost with engineers.
Exposure to FP&A, budgeting, planning, consolidation, procurement, or enterprise reporting tools (e.g., Adaptive, Anaplan, Power BI, OneStream).
Product Owner, Agile/Scrum (CSPO, PSPO), ERP Finance, or accounting certification (CPA, CMA) a plus.

View full job page →

1mo ago

Finance Manager

CWILL Cary, NC

Cary, NC

1mo ago Closed

$80k - $120k/yr Full time Manager Accounting Accounting Operations

This position is no longer accepting applications (closed Sep 2, 2026).

Job Description

CWILL invites you to join as Finance Manager to own day-to-day US finance operations, accounting, controls, tax coordination, payroll support, and reporting for CWILL's US entity, in collaboration with the China finance team. This onsite role is based in Cary, North Carolina, with a salary range of USD 80,000 to 120,000 per year. The position emphasizes cross-border collaboration and hands-on ownership of financial processes.

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Responsibilities

Perform daily bank account and corporate credit card reconciliations; manage full-cycle bookkeeping for the US entity and support monthly and quarterly close.
Prepare financial statements and management reports as needed, including P&L, balance sheet, cash flow, and variance analysis.
Design and improve employee expense reimbursement processes; review receipts and documentation, ensure compliance, and maintain organized digital records.
Oversee accounts payable and accounts receivable, including vendor invoice review, local payment coordination, customer billing support, and collections follow-up as appropriate.
Calculate and review sales commissions based on approved incentive plans; participate in incentive-plan improvements and provide channel ROI analysis with actionable recommendations.
Serve as the internal finance point of contact for external US CPA/tax advisors; organize clean financial data and support federal, state, local, income tax, and sales tax filings.
Monitor US federal, state, and local compliance requirements and flag risks or optimization opportunities to leadership.
Support transfer-pricing reviews and related cross-border documentation in coordination with the China finance team and external advisors.
Partner with HR to review and support US payroll and benefits administration through systems such as Deel, Gusto, or similar platforms, including payroll data review and tax withholding coordination.
Design and implement practical finance controls for CWILL’s stage, including purchase approval workflows, payment authority matrices, reimbursement policies, and documentation standards.
Maintain fixed asset records for the US office and ensure finance records, contracts, invoices, receipts, and key legal documents are archived digitally and, where needed, physically.
Identify opportunities to automate, standardize, or simplify finance operations using tools such as QuickBooks Online, Xero, Ramp, Brex, Excel, and related systems.
Lead monthly and quarterly close for the US entity and establish a clear US-China accounting adjustment mechanism for differences between US GAAP and China reporting needs.
Collaborate with the US CEO on annual and rolling budgets; build weekly and monthly cash-flow forecasting models to support local decisions and overseas fund safety.
Manage the US banking relationship and support the full lifecycle of overseas funds management, including liquidity planning and conservative, low-risk cash-yield strategies where appropriate.
Prepare finance materials for future US financing activities, including investor diligence, third-party audit support, and clear explanations of US finance, tax, and compliance matters.

Requirements

Bachelor’s degree or higher in Accounting, Finance, or a related field; US CPA or CPA Candidate status strongly preferred.
4+ years of hands-on US accounting/finance experience, including full-cycle accounting, close support, AP/AR, reconciliations, tax coordination, and reporting.
Experience in SaaS, Shopify ecosystem, cross-border e-commerce, technology, or startup environments is preferred.
Strong knowledge of US GAAP and practical familiarity with US tax and compliance workflows; ability to work effectively with external CPA/tax advisors.
Comfort with SaaS revenue and operating metrics such as ARR, MRR, churn, deferred revenue, subscription billing, and investor/auditor expectations.
Experience reconciling high-volume, multi-source online payment activity such as Stripe, PayPal, Shopify payouts, or similar merchant systems is a strong plus.
Proficiency with QuickBooks Online or Xero; familiarity with Ramp, Brex, Deel, Gusto, or similar platforms.
Advanced Excel/Google Sheets skills, including lookups, pivot tables, data cleaning, and financial analysis.
Native or professional-level English for working with US employees, banks, CPA/tax advisors, auditors, and investors; strong Mandarin Chinese ability for collaboration with China-based teams.
High integrity, discretion, accuracy, and ownership; able to manage confidential financial information responsibly.
Hands-on, low-ego operating style; comfortable working without a large finance team and independently handling detailed execution while building scalable processes.
SaaS industry experience: 2 years (Required)
QuickBooks and Xero experience: 1 year (Required)
CPA status (Preferred)

Technologies

QuickBooks Online
Xero
Ramp
Brex
Excel
Google Sheets
Deel
Gusto
Stripe
PayPal
Shopify payouts
Shopify

Work location and relocation

This position is based in or near Cary, North Carolina. CWILL may consider a hybrid or remote work arrangement depending on business needs, the candidate’s location, compliance considerations, and company policy. Candidates who are not already local must be able and willing to relocate to the Cary, NC area before onboarding/start date. Any relocation arrangement must be confirmed in writing by the company.

View full job page →

2mo ago

Financial Analyst - Expense Management

MetLife Cary, NC

Cary, NC

2mo ago Closed

Full time Analytical Skills Analytics Apptio One

This position is no longer accepting applications (closed Aug 9, 2026).

Job Description

MetLife is seeking an analytics-focused Financial Analyst to support expense management within the Data & Analytics (D&A) organization. The role centers on financial reporting, forecasting, and vendor spend governance, with particular emphasis on Apptio-based forecasting and collaboration with the Expense & Vendor Management team.

Responsibilities

Prepare, maintain, and reconcile monthly forecast submissions and annual budget updates.
Provide financial statement reporting and variance analysis for D&A leadership, including budget versus actual insights by pillar leads.
Assist with system-based forecasting and multi-year planning, prioritizing Apptio data accuracy and scenario modeling.
Monitor billing activity, cost centers, budget transfers, and financial risks and opportunities across the portfolio.
Create consolidated views for leadership presentations and reporting packages.
Track vendor spend across SOWs, software contracts, professional services, and invoice processing.
Collaborate with the VMO team, MGCC support resources, and procurement partners to ensure proper controls, documentation, and performance tracking.
Identify optimization and cost-efficiency opportunities within third-party spend.
Support vendor lifecycle processes and ensure governance standards compliance.
Maintain accurate records of FTE and FTC headcount across D&A pillars.
Partner with team leads to reflect workforce changes in planning tools.
Support reporting needs for labor cost tracking and capacity planning.
Contribute to the development of standardized templates and reporting frameworks.
Collaborate with cross-functional teams to ensure consistency and scalability in financial operations.
Participate in tool enhancements and automation initiatives to improve reporting efficiency.

Requirements

5 to 7 years of experience in financial planning and analysis, vendor management, or related fields.
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Strong Excel and PowerPoint skills, including pivot tables and advanced formulas.
Ability to work independently and collaboratively in a fast-paced, matrixed environment.
Strong communication, analytical thinking, and relationship-building skills.

Technologies

Apptio
Copilot
Power BI
Excel
PowerPoint

Role Value Proposition

The Data & Analytics Strategy, Planning, and Portfolio Management team at MetLife drives transparency, operational rigor, and financial stewardship across the U.S. D&A organization. The role supports leaders across all D&A pillars by simplifying processes, strengthening vendor governance, and informing financial decisions. It partners closely with Finance, PMO, Annual Planning, Portfolio Financial, and Vendor Management teams to deliver actionable insights that advance MetLife’s purpose.

This position offers an opportunity to deepen expertise in financial statement reporting, forecasting, vendor spend management, and operational analytics. Reporting to the Director of Expense & Vendor Management, you will provide leadership with accurate financial insights, support budget versus actual reporting, and help ensure governance across both workforce and vendor spend. The role features substantial involvement in Apptio-based system forecasting for current and future planning cycles, along with day-to-day support to maintain financial discipline and reporting accuracy. It is well suited for someone aiming to progress toward a Senior Financial Analyst role.

Location Expectation

This is a hybrid role requiring a minimum of three days per week in the Cary, NC office.

View full job page →

4mo ago

Finance Director Academics and Student Supports

Wake County Public School System Cary, NC

Cary, NC

4mo ago Closed

Full time Finance Director Manager Senior

This position is no longer accepting applications (closed Jun 17, 2026).

Job Description

Wake County Public School System offers a hybrid work arrangement in Cary, NC, and the Finance Director will lead the Academics and Student Supports finance team. This role centers on financial management, budgeting oversight, contract administration, and compliance, all in support of academic excellence and student services.

Responsibilities

Oversees the day to day management and supervision of the Academics and Student Supports finance team.
Provides training and structure to assigned fiscal administrators to ensure compliance.
Partners with the finance officer to establish procedures for negotiating and preparing master and non-construction contracts district wide.
Leads training on contract procedures for the Academics and Student Support Central Services areas.
Assists department leaders in developing and implementing short and long range budget strategies to optimize the use of financial resources during the budget cycle.
Reviews budget business cases for accuracy.
Analyzes financial operations with Academic and Student Support Central Services and offers recommendations on financial and budgeting policies to improve control and resource utilization.
Prepares periodic financial and budgetary reports and provides analysis for department use, district distribution, and external requirements as needed.
Keeps current with technical, legislative, and professional developments, including relevant state and federal laws and accounting principles affecting revenue and expenditures.
Serves as the lead contact for state and federal agencies on program financial audits within the Academics and Student Support Central Services areas.
Monitors internal controls to ensure proper handling of financial transactions.
Recommends tools and processes to drive improvement.
Oversees state and local textbook funding and contributes to long range planning for textbook distribution.
Manages updates to DocuSign non-construction contract templates in alignment with board policies.
Reviews the precision of financial requests from Academic and Student Support Central Services areas before submission to the Wake County Board of Education.
Performs other related duties as assigned.

Requirements

Extensive knowledge of personal computers and related software.
Proficiency with the Microsoft Office Suite.
Experience with Oracle or other enterprise resource planning systems.
Proficiency with Google Apps.
Considerable knowledge of human resource position allotments and payroll procedures.
Comprehensive knowledge of generally accepted accounting principles and governmental accounting principles.
Comprehensive knowledge of federal, state, and local budgeting and finance requirements.
Strong critical thinking and problem solving abilities.
Solid research and analytical skills.
Extensive contract and purchasing knowledge and skills.
Ability to develop short and long term initiatives.
Ability to complete complex tasks with attention to detail and minimize errors.
Ability to work independently and manage tasks in the absence of explicit direction.
Effective verbal and written communication skills using diverse tools to facilitate information flow, collaboration, and feedback.
Ability to establish and maintain productive working relationships with school officials, administrators, teachers, support staff, vendors, and federal and state contacts.
Bachelor’s degree in Accounting, Business Administration, or a related field.
Five years of related experience.
Evidence of successful administrative or leadership experience.
Must hold and maintain a valid motor vehicle operator’s license as required by North Carolina.

Technologies

Microsoft Office Suite
Google Apps
Oracle ERP systems

Work Environment

This position operates in a professional office setting with a predominantly low to moderate noise level. It routinely uses standard office equipment such as computers, scanners, and copiers. The role may require direct interaction with school system staff, personnel from external funding agencies, and community members. It is a light physical role, with occasional exertion up to ten pounds of force, and may involve driving as part of duties.

View full job page →

Finance Jobs in Cary, NC

Principal Embedded Technical Customer Advisor, Financial Services - North America

Finance Consultant

Senior Product Owner – ERP Finance Transformation

Finance Manager

Financial Analyst - Expense Management

Finance Director Academics and Student Supports

Get Finance Jobs in Cary, NC alerts