Finance Transformation Leader: Strategic Ops & GAAP Expert

Truist

Boca Raton (FL)

On-site

USD 140,000 - 210,000

Full time

8 days ago
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Job summary

Truist in Boca Raton, FL is seeking a seasoned finance leader to provide strategic financial leadership for Service Finance. You will partner with Business Unit leadership and Truist Accounting and Finance teams to drive profitability, operating leverage, and long-term strategic direction, while overseeing GAAP compliance and accounting operations.

The role emphasizes finance transformation, automation, and cross-functional collaboration, with a focus on timely reporting, risk management, and

Qualifications

  • Bachelor’s degree in Finance, Accounting, or a related field (or equivalent education and experience).
  • 10+ years of management experience within banking or financial services.
  • Deep knowledge of banking industry financial management practices and regulatory requirements.
  • Experience leading finance transformation, process optimization, or automation initiatives.
  • Strong analytical expertise including financial forecasting, capital budgeting, and profitability analysis.
  • Exceptional communication skills to translate complex financial concepts for leadership.
  • Proven ability to lead change and influence senior stakeholders.
  • Proficiency in Microsoft Office applications (Excel, PowerPoint, Word).

Responsibilities

  • Provide strategic financial leadership and consultation for Service Finance.
  • Partner with Business Unit leadership and Truist Accounting and Finance teams to drive profitability and operating leverage.
  • Lead all finance and accounting activities including financial planning, cash management, reporting, and compliance.
  • Oversee daily accounting operations and reconciliations for Service Finance.
  • Coordinate monthly close processes and financial reporting with Controllers.
  • Drive finance transformation and automation initiatives across accounting and reporting processes.
  • Develop and implement a future-state finance operating model with improved speed and transparency.
  • Establish KPIs for finance processes and promote data governance and analytics.

Skills

Leadership
Strategic leadership
Financial forecasting
Regulatory knowledge
Analytical skills
Excel proficiency
Stakeholder influence

Education

Bachelor's degree in Finance or Accounting
Master's degree (preferred)
CPA/CFA certification (preferred)

Tools

SAP ERP
Power BI
Tableau
Excel

Job description

Truist in Boca Raton, FL is seeking a seasoned finance leader to provide strategic financial leadership for Service Finance. You will partner with Business Unit leadership and Truist Accounting and Finance teams to drive profitability, operating leverage, and long-term strategic direction, while overseeing GAAP compliance and accounting operations.

The role emphasizes finance transformation, automation, and cross-functional collaboration, with a focus on timely reporting, risk management, and

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