Finance Tech Innovator & Strategy Leader

Truist; Charlotte (NC); On-site; USD 170,000 - 250,000; Full time

Job summary

Truist is seeking a senior leader to drive strategy, prioritization, and execution of technology-enabled innovation across Finance. You will partner with Finance, Technology, Data, Risk, and enterprise transformation teams to modernize processes, enhance data and reporting capabilities, scale AI and automation, strengthen controls, and deliver measurable business outcomes.

The leader will translate Finance priorities into practical technology solutions grounded in enterprise standards, ensuring

Qualifications

• Bachelor’s degree or equivalent in Finance, Accounting, Business, Technology, Data, Analytics, or related field.
• 12+ years of experience in Finance, finance transformation, or technology strategy roles.
• Experience leading cross-functional initiatives across Finance, Technology, Data, Risk, and business teams.
• Ability to shape strategy, build business cases, prioritize complex work, and deliver measurable outcomes through tech-enabled change.
• Strong understanding of Finance processes, data flows, reporting, forecasting, controls, governance, and operating models.
• Executive communication, stakeholder influence, structured problem solving, change leadership, and team leadership skills.

Responsibilities

• Define and maintain the Finance technology innovation strategy and roadmap, including AI, automation, data, reporting, forecasting, workflow, and process modernization priorities.
• Translate Finance pain points and strategic priorities into clear technology, data, and automation opportunities with defined value, risk, scope, sequencing, and adoption plans.
• Identify, prioritize, and scale high-value AI and automation use cases that improve productivity, insight generation, control quality, speed, and teammate experience.
• Partner with Technology, Data, Risk, Controls, Model Risk, Legal, Sourcing, and Finance teams to ensure solutions are practical, secure, compliant, and aligned with enterprise standards.
• Establish governance, intake routines, prioritization criteria, success metrics, and value tracking for Finance innovation initiatives.
• Provide executive recommendations on investment priorities, vendor options, delivery approaches, risks, dependencies, and operating model implications.
• Champion responsible adoption of new tools and capabilities across Finance through change leadership, communication, training, and disciplined execution.

Skills

Strategy development

Cross-functional leadership

Executive communication

Problem solving

Change leadership

Education

Bachelor’s degree in Finance, Accounting, Business, Technology, Data, Analytics

Advanced degree or relevant certification (CPA, CFA, PMP, etc.)

Job description

Truist is seeking a senior leader to drive strategy, prioritization, and execution of technology-enabled innovation across Finance. You will partner with Finance, Technology, Data, Risk, and enterprise transformation teams to modernize processes, enhance data and reporting capabilities, scale AI and automation, strengthen controls, and deliver measurable business outcomes.

The leader will translate Finance priorities into practical technology solutions grounded in enterprise standards, ensuring