Financial Director I - Core Technology and Operations

Truist; Atlanta (GA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Truist seeks a seasoned finance leader to oversee financial reporting and tactical execution for a defined technology, data, and operations portfolio. The role emphasizes accuracy, data integrity, and alignment of financials with operational goals in a regular in-office setting.

Located in or near Atlanta or Charlotte, the role requires 5 days in-office and a strong background in accounting, financial analysis, and enterprise reporting.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent.
• Eight years of relevant accounting or finance experience with complex financial analysis.
• Ability to work independently with minimal guidance.
• Proactive in completing tasks and delivering results.
• Strong understanding of business strategies and processes.
• Ability to present facts clearly to partners.

Responsibilities

• Provide financial leadership for a specialized sub-segment with moderate complexity.
• Ensure accurate reporting and support 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 data integrity.

Skills

Financial analysis

Independent worker

Communication skills

GAAP knowledge

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

PowerPoint

Financial modeling

Essbase/Hyperion

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

This role provides financial leadership for Technology, Data, and Operations Finance, 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**

Please note: candidate must be located in one of the following locations:

• Charlotte, NC
• Atlanta, GA

No remote or telecommute option

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

Preferred Qualifications:

• 1. Supervisory experience Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst Master’s degree of MBA Specific financial services or specialized industry experience.
• 2. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• 3. 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.

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