Finance Director - Tech & Ops Strategy (In-Office, Charlotte)

Truist; Charlotte (NC); On-site; USD 170,000 - 230,000; Full time

Job summary

Truist in Charlotte, NC seeks a senior finance leader to provide targeted financial leadership for a Core Technology & Operations sub-segment. You will drive financial reporting, align with operational goals, and influence decisions across functions due to portfolio complexity.

The role supports investment cases and performance evaluations while ensuring policy compliance. Ideal candidates have 10+ years in accounting/finance, strong communication, and leadership skills.

Qualifications

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Ten years of relevant accounting or finance experience that includes complex financial analysis.
• Experience leading to support the division manager and Executive leadership.
• Sound understanding of GAAP and related policies.
• Strong verbal and written communication skills for presenting analysis.
• Strong analytical and problem-solving skills.
• Leadership and collaboration in a dynamic team environment.
• Proficiency with Microsoft Office and financial modeling.

Responsibilities

• Provide targeted financial leadership for a specialized sub-segment.
• Lead financial reporting and tactical execution aligned with operational goals.
• Influence financial decisions across functions due to portfolio complexity.
• Support strategic initiatives, investment cases, and performance evaluations.
• Ensure compliance with financial policies and regulatory requirements.
• Mentor analysts and contribute to team development.
• Coordinate with cross-functional teams to support business initiatives.
• Partner with other Finance colleagues to execute strategies across Technology, Data, and Operations Finance as well as Wholesale Segment Finance.

Skills

GAAP knowledge

Financial analysis

Leadership

Communication

Excel

Financial modeling

Education

Bachelor’s degree in Accounting or Finance

CPA

MBA

Tools

Essbase/Hyperion

EPM/BPC

Excel

Job description

Truist in Charlotte, NC seeks a senior finance leader to provide targeted financial leadership for a Core Technology & Operations sub-segment. You will drive financial reporting, align with operational goals, and influence decisions across functions due to portfolio complexity.

The role supports investment cases and performance evaluations while ensuring policy compliance. Ideal candidates have 10+ years in accounting/finance, strong communication, and leadership skills.