Financial Director I

Truist; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

Truist in Charlotte, NC is seeking an accomplished finance professional to provide financial leadership for a defined sub-segment, ensuring accurate reporting and alignment of financials with operational goals. The role emphasizes execution, planning, and collaboration with business partners to support data-driven decisions.

The ideal candidate will have a Bachelor's in Accounting or Finance, 8+ years of relevant experience, strong analytical and communication skills, and proficiency in GAAP and

Qualifications

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Eight years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to work independently with minimal guidance.
• Proactive in completing tasks and producing deliverables.
• Sound and comprehensive understanding of business and organizational strategies and processes.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
• Strong analytical and problem-solving skills. Sound and logical decision-making abilities.
• Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
• Familiarity with GAAP.
• High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
• Financial Modeling experience.

Responsibilities

• Provide financial leadership for a specialized sub-segment with moderate complexity.
• Ensure accurate reporting and contribute to tactical execution and planning.
• Align financials with operational goals within a defined scope.
• Support performance tracking and variance analysis.
• Assist in preparing forecasts and financial plans.
• Collaborate with business partners to support financial decision-making.
• Maintain documentation and ensure data integrity.

Job description

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job description

This role provides financial leadership for a specialized sub-segment (e.g., Digital, Deposits, Enablement), supporting a mid-size portfolio. It ensures accurate financial reporting, contributes to tactical execution, and helps align financials with operational goals. The role focuses on execution and support within a more defined scope.

LOCATION

• Truist in-office requirement is 5 days per week**

candidate must be located in one of the following locations:

• Charlotte, NC

No remote or telecommute option

Essential Duties And Responsibilities

• Provide financial leadership for a specialized sub-segment with moderate complexity.
• Ensure accurate reporting and contribute to tactical execution and planning.
• Align financials with operational goals within a defined scope.
• Support performance tracking and variance analysis.
• Assist in preparing forecasts and financial plans.
• Collaborate with business partners to support financial decision-making.
• Maintain documentation and ensure data integrity.

Qualifications

Required Qualifications

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Eight years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to work independently with minimal guidance.
• Proactive in completing tasks and producing deliverables.
• Sound and comprehensive understanding of business and organizational strategies and processes.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
• Strong analytical and problem-solving skills. Sound and logical decision-making abilities.
• Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
• Familiarity with GAAP.
• High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
• Financial Modeling experience.

Preferred Qualifications

• Supervisory experience Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst Master’s degree of MBA Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.

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