Finance Transformation Lead: AI-Driven Costing & Tech Ops

Crump Life Insurance Svcs Inc; Charlotte (NC); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation seeks a results-driven finance transformation professional to modernize cost management and enable enterprise decision-making in Charlotte, NC. The role emphasizes building new capabilities, process adoption, and governance across Finance and Technology.

Key duties include forecasting, financial planning, product investment analysis, and cross-functional program delivery, with an emphasis on AI, automation, and advanced tooling to improve workflows.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Eight years of relevant accounting or finance experience with complex financial analysis.
• Ability to work independently with minimal guidance and deliverables.
• Strong understanding of business and organizational strategies; ability to build consensus.
• Excellent verbal and written communication to present financial analyses.

Responsibilities

• Serve as a strategic business consultant to supported lines of business.
• Lead performance evaluations and prepare executive-level financial insights.
• Own development of short- and long-term forecasts and the annual financial plan.
• Provide financial guidance for new product development, pricing, and investment opportunities.
• Mentor analysts and ensure data integrity and reporting accuracy.
• Coordinate with cross-functional teams to support strategic initiatives.
• Ensure GAAP compliance and internal financial controls.

Skills

Communication

Financial analysis

GAAP knowledge

Excel

Leadership

Change management

Strategic thinking

Education

Bachelor's degree in Accounting or Finance

CPA / CMA / CFA preferred

MBA

Tools

Essbase/Hyperion

EPM/BPC

MS PowerPoint

Job description

Truist Financial Corporation seeks a results-driven finance transformation professional to modernize cost management and enable enterprise decision-making in Charlotte, NC. The role emphasizes building new capabilities, process adoption, and governance across Finance and Technology.

Key duties include forecasting, financial planning, product investment analysis, and cross-functional program delivery, with an emphasis on AI, automation, and advanced tooling to improve workflows.