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49 Financial Jobs in Raleigh, NC (NOW HIRING)

Ipas

Financial Analyst, FP&A

Chapel Hill, NC · On-site

The Financial Analyst provides integral financial analysis to organization-wide budgeting processes and financial review inform decision-making. This role will support the annual organizational ...

Circle K

Financial Analyst - Finance/Fuel

Raleigh, NC · On-site

Contributes to team effort by accomplishing determined Financial and Key results area targets pursuant to company plan guidelines. Analyze, research, correct fuel variances, partnering with ...

Department of Justice

Financial Specialist

Raleigh, NC · On-site

$52K/yr

The selectee of this position serves as a Financial Specialist. You will be responsible for analyzing existing District procedures to identify more efficient and effective methods for accomplishing ...

PSG Global Solutions

Financial Analyst

Cary, NC · On-site

... over Financial Reporting and General Accounting Commit to improve processes a culture of learning Customer: Meet commitments and deliver high quality services to business partners Commit to and ...

Nexera

Financial Education Representative

Raleigh, NC

$1.2K - $2.0K/wk

Financial Education Representative Help people gain confidence with their finances. Our representatives educate consumers on financial products and services designed to help them save, manage, and ...

TekDallas

Workday Financial Analyst

Cary, NC · On-site

Workday Financial Analyst Location: Cary, NC Roles & Responsibilities Key Responsibilities Must Have Technical/Functional Skills: Deep knowledge of Workday Financial Management modules: General ...

New

HNTB

Financial Analyst II

Raleigh, NC · Remote

This position will involve comprehensive financial analysis, forecasting, budgeting, and decision support activities, enabling the organization to make informed financial decisions. May support ...

HNTB

Financial Analyst I

Raleigh, NC · On-site

This position will involve comprehensive financial analysis, forecasting, budgeting, and decision support activities, enabling the organization to make informed financial decisions. May support ...

UNC Health Careers

Financial Analyst II

Chapel Hill, NC · Hybrid

$26.85 - $38.61/hr

Participates in the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information including reviewing budget requests and recommending changes to ...

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Showing results 21-40

All Jobs49 Financial Jobs49 Financial Jobs in Raleigh, NC

49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What are popular job titles related to 49 Financial jobs in Raleigh, NC? For 49 Financial jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching 49 Financial jobs in Raleigh, NC look for? The top searched job categories for 49 Financial jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for 49 Financial jobs? Cities near Raleigh, NC with the most 49 Financial job openings:
49 Financial jobs near you
Infographic showing various 49 Financial job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Analyst

School of Government Services

Chapel Hill, NC • Hybrid

$80K - $100K/yr

Full-time

Re-posted 25 days ago

Job description

Full-time, benefits-earning position
Salary range: $80,000 - $100,000
Position Summary
This position may be eligible for a hybrid work arrangement that may include a partially remote work location. Must be able to report onsite in Chapel Hill, NC.
The Financial Analyst position will complement the existing team in the Budget, Planning, amp; Analysis (BP amp;A) department; each serving various elements of budget development, execution and management. This position will function as a Financial Analyst (FA) and will provide complex financial analysis, financial modeling and forecasting, metrics, reporting, and budgeting. This includes all institutional fund types - general funds, F amp;A or overhead receipts, institutional trust funds, grants, discretionary funds, foundations, and endowments. This position will also be integrated into the complex and unique facets of the state of North Carolina general funds budgeting process.
The selected candidate will be employed by the School of Government Services (SOG Services), but their work location and reporting responsibilities will be at the Budget, Planning amp; Analysis unit. SOG Services assists faculty and staff at the UNC School of Government in carrying out its important mission: to improve the lives of North Carolinians by engaging in practical scholarship that helps public officials and citizens understand and improve state and local government. As a nonprofit organization and an official affiliated entity of the University of North Carolina at Chapel Hill, SOG Services also contributes to advancing UNC-Chapel Hill’s broader mission of academic excellence, research, and public service.
Essential Duties and Responsibilities
60% Analysis, Modeling, and Forecasting
This position is responsible for using various moderately complex models and systems to perform campus-wide budget analysis during the development, review, and reporting periods of the annual budget cycle.
  • Supports the development and maintenance of centralized revenue projection models, including tuition, appropriations, and non-general fund sources.
  • Acts as a direct support contact for MCU finance leads during all phases of the budget process.
  • Identifies data needs for financial analysis and participates in collaboration with key areas across campus to gain access to information for forecasting.
  • Provides analysis on risks associated with potential budget scenarios.
  • Works with various datasets and tools including financial, human resources, and student data.
  • Assesses the potential impact of incorrect estimates or assumptions within a budget model.
  • Provides regular analysis and reporting such as budget-to-actuals, historical examination of revenues and expenses, budget reduction and distribution scenario planning, and allocation model planning.
  • Reports on monthly budget performance, status of one-time allocations, and projects.
40% Special Projects
  • As our annual budget process continues to evolve, our budget development system continues to advance, and the demand for multifaceted planning and reporting from leadership is at the forefront, the need for financial analysis and reporting is paramount.
  • This position will be assigned special projects that involve documenting and analyzing complex issues, developing ad-hoc reporting, and preparing recommendations based on the review of data.
  • This position will be viewed as a resource for institutional and regulatory knowledge and may be asked to participate in other special initiatives as assigned by the Executive Director.
  • May also assist with data preparation and analysis in support of external budget requirements, including submissions to the Office of State Budget and Management and the UNC System Office.
Minimum Qualifications (Knowledge, Skills, and Abilities)
  • Bachelor’s degree in accounting, finance, business administration, or other related disciplines. Minimum 2–3 years of related professional experience in financial analysis, budgeting, or accounting
  • Demonstrated analytical and critical thinking skills including ability to analyze large volumes of data, solve problems, find efficient way to complete tasks, and make decisions.
  • Proficiency in understanding numerical relationships and trends, using tools like graphical and/or Excel dashboards to create financial projections, metrics, costing standards and other relevant information for campus customers.
  • Basic familiarity with North Carolina budget processes and general fund appropriations.
  • Operational business understanding, including the potential impact of business decisions on various situations.
  • Attention to detail and ability to successfully manage multiple tasks independently, while keeping big picture in sight.
  • Excellent written and verbal communication skills.
  • Strong skills in Excel, Word, and database applications.
  • Ability to work independently with sound direction and goals.
Preferred Qualifications, Competencies, and Experience
  • Progressive experience in accounting and extensive knowledge of complex accounting functions.
  • Proven experience in financial reporting, system integration, and data reconciliation, particularly with software such as AIM, Maximo, PeopleSoft, Sequel, IQ Query, Power BI, and/or Tableau.
  • Ability to educate constituents, deliver formal presentations, summarize complex data, and communicate results with outstanding written and oral correspondence.

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