Finance Strategy & Transformation Lead

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

Job summary

Truist is seeking a Finance Strategic Initiatives Manager to lead design, execution, and evolution of workforce optimization and operating model strategy across Finance. You will partner with Finance, HR, Technology, and Enterprise Functions to develop scalable service delivery models and drive efficiency while maintaining strong controls.

The role requires deep finance knowledge, including accounting, FP&A, reporting, controllership, treasury support, and finance operations.

Qualifications

• The role requires a bachelor’s degree or equivalent with substantial experience in consulting, PM, process improvement, or financial services.
• 10–12 years progressive related experience in relevant fields.
• Demonstrate strong leadership, coaching, and team-building skills.
• Expertise in Microsoft Office and data-driven decision making.
• Advanced degree or PMP/MBA is preferred.

Responsibilities

• Oversee project portfolios, aligning strategic initiatives with business goals and mitigating risks.
• Provide thought leadership on strategy and prioritization of ideas to improve finance processes.
• Lead and coach project teams in day-to-day prioritization and deliverables.
• Manage end-to-end project management across programs and sub-workstreams.
• Drive strategic finance initiatives, influence stakeholders, and optimize delivery.
• Advise Finance leadership on priorities, impacts, risks, and mitigation strategies.
• Coordinate engagements with risk partners across defenses for exams and reviews.
• Mentor junior team members to ensure effective execution and knowledge transfer.

Skills

Project management

Leadership

Process improvement

Strategic thinking

Analytical skills

Mentoring

Stakeholder management

Education

Bachelor’s degree or equivalent

MBA

PMP certification

Tools

Microsoft Office

Job description

Truist is seeking a Finance Strategic Initiatives Manager to lead design, execution, and evolution of workforce optimization and operating model strategy across Finance. You will partner with Finance, HR, Technology, and Enterprise Functions to develop scalable service delivery models and drive efficiency while maintaining strong controls.

The role requires deep finance knowledge, including accounting, FP&A, reporting, controllership, treasury support, and finance operations.