Finance Strategic Program Leader

Truist Wealth; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Job summary

Truist Wealth in Charlotte, NC seeks a Finance Strategic Program Leader to design and evolve workforce optimization and operating models across Finance. You will partner with Finance, HR, Technology, and Enterprise Functions to deliver scalable service delivery, improve capacity, and control risk while driving efficiency.

You will translate enterprise strategy into practical workforce solutions, shaping future-state operating models to meet evolving regulatory and stakeholder expectations.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• 5+ years in consulting, PM or process-improvement roles.
• Proven ability to influence, negotiate, and lead to deadlines.
• Strong business, finance, planning and forecasting knowledge.
• Clear, executive-level verbal and written communication skills.
• Experience with MS Office and project management tools.

Responsibilities

• Plan and coordinate with LOB managers and SMEs.
• Collaborate with partners and technology leads for program needs.
• Ensure activities deliver realized benefits.
• Establish and monitor a risk management plan.
• Challenge current processes and mitigate risks.
• Escalate issues to management when needed.
• Provide performance evaluations for project resources.
• Analyze variances and craft action plans accordingly.

Skills

Issue resolution

Influencing stakeholders

Negotiations

Timelines management

Executive communication

Finance understanding

Education

Bachelor's degree in a relevant field

MBA or advanced degree (preferred)

Tools

PowerPoint

Excel

Word

Visio

Project

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description:

The Finance Strategic Program Leader is responsible for leading the design, execution, and continuous evolution of Finance's workforce optimization and operating model strategy. This role partners across Finance leadership, Human Resources, Technology, and Enterprise Functions to develop scalable service delivery models, enhance organizational effectiveness, and drive sustainable efficiency while maintaining strong control and risk management standards. The ideal candidate brings a deep understanding of core Finance functions, including accounting, financial planning and analysis, regulatory and management reporting, controllership, treasury support, and finance operations. Leveraging this foundation, the Finance Strategic Initiatives Manager evaluates current-state processes, organizational structures, and service delivery approaches to identify opportunities for simplification, automation, centralization, outsourcing, and global delivery optimization. This role serves as a strategic advisor to senior Finance leaders, helping shape future-state operating models that improve performance, capacity, talent deployment, and cost effectiveness. The position requires strong analytical, transformation, and change leadership capabilities, with the ability to translate enterprise strategy into practical workforce and operating model solutions that enable Finance to meet evolving business, regulatory, and stakeholder expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Plans and coordinates closely with LOB/function managers and subject matter experts.
• 2. Works closely with strategic partners and provides direction to technology leads to support program needs.
• 3. Ensures that program activities are on a path to deliver benefits realization.
• 4. Installs an appropriate risk management plan for the program and ensures adherence to company and unit requirements.
• 5. Proactively challenge the performance of current systems and processes and identifies risks and develops solutions and/or processes and ensures necessary risk mitigation steps are built into the processes.
• 6. Readily recognizes solution and determines at what point issues require escalation to management.
• 7. Provides project-related performance evaluations on project resources.
• 8. Analyzes and collectively manages variances to the program plan and overall portfolio and makes recommendation and/or creates action plan to mitigate negative variances or to resolve issues.

QUALIFICATIONS

Required Qualifications:

• 1. Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience
• 2. Five years progressive related experience in either a consulting, project management or process improvement related role
• 3. Strong skills and experience in issue resolution, influencing team members and other stakeholders, conducting difficult negotiations, and managing to stringent timelines for project deliverables.
• 4. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies.
• 5. Ability to bring clarity to ambiguous assignments.
• 6. Demonstrated executive level verbal and written communication skills.
• 7. Superior working knowledge of business matters, finance, planning, and forecasting
• 8. Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)

Preferred Qualifications:

• 1. Advanced degree in a relevant field of work (e.g., MBA). PMP and/or PgMP
• 2. Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies
• 3. Experience implementing large/complex initiatives across a matrix organization.
• 4. In-depth knowledge of management and planning systems theory and practical application to complex initiatives
• 5. Experience with financial measurements and metrics
• 6. Financial Services experience
• 7. Knowledge of business unit’s mission and processes
• 8. Experience implementing large/complex initiatives across a matrix organization.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.