Financial Director I - Core Technology and Operations

Truist; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401k plan

Paid holidays

Vacation days

Sick days

Pension plan

Restricted stock units

Job summary

Truist is seeking a seasoned finance leader to guide financial operations for Technology, Data, and Operations Finance. This role focuses on accurate reporting, forecasting, and aligning financials with business goals in a defined scope.

The candidate will partner with business teams, provide variance analyses, and support strategic planning. A bachelor’s in accounting/finance and at least eight years of experience are required.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• Eight years of accounting/finance experience with complex analysis.
• Ability to work independently with minimal guidance.
• Strong communication and presentation skills for business partners.
• Proficient in GAAP and financial systems; Excel/PowerPoint mastery.
• Financial modeling experience and ability to drive insights.

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.

Skills

GAAP knowledge

Financial analysis

Financial modeling

Advanced Excel

Communication

Leadership

Collaboration

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office (Excel, PowerPoint, Word, Outlook)

Essbase/Hyperion familiarity

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

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).

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

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.

Essential Duties and Responsibilities

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

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.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• a 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status)
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.

Equal Opportunity Employer Statement

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.