Financial Director II- Core Technology & Operations

Truist; Charlotte (NC); On-site; USD 170,000 - 230,000; Full time

Job summary

Truist in Charlotte, NC seeks a senior finance leader to provide targeted financial leadership for a Core Technology & Operations sub-segment. You will drive financial reporting, align with operational goals, and influence decisions across functions due to portfolio complexity.

The role supports investment cases and performance evaluations while ensuring policy compliance. Ideal candidates have 10+ years in accounting/finance, strong communication, and leadership skills.

Qualifications

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Ten years of relevant accounting or finance experience that includes complex financial analysis.
• Experience leading to support the division manager and Executive leadership.
• Sound understanding of GAAP and related policies.
• Strong verbal and written communication skills for presenting analysis.
• Strong analytical and problem-solving skills.
• Leadership and collaboration in a dynamic team environment.
• Proficiency with Microsoft Office and financial modeling.

Responsibilities

• Provide targeted financial leadership for a specialized sub-segment.
• Lead financial reporting and tactical execution aligned with operational goals.
• Influence financial decisions across functions due to portfolio complexity.
• Support strategic initiatives, investment cases, and performance evaluations.
• Ensure compliance with financial policies and regulatory requirements.
• Mentor analysts and contribute to team development.
• Coordinate with cross-functional teams to support business initiatives.
• Partner with other Finance colleagues to execute strategies across Technology, Data, and Operations Finance as well as Wholesale Segment Finance.

Skills

GAAP knowledge

Financial analysis

Leadership

Communication

Excel

Financial modeling

Education

Bachelor’s degree in Accounting or Finance

CPA

MBA

Tools

Essbase/Hyperion

EPM/BPC

Excel

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 targeted financial leadership for a Core Technology & Operations team. It ensures accurate financial reporting, supports tactical execution, and aligns financials with operational goals. The role requires deeper financial expertise and broader influence across functions due to the complexity and scale of the sub-segment. Role will need to focus on operational aspects as well as investment/project side to execute new demand needs from Wholesale segment. The Technology, Data, and Operations Finance team is expanding and seeking innovative, builder-minded professionals to help us navigate the challenges of growing responsibilities and advancing reporting capabilities.

LOCATION: ** Truist in-office requirement is 5 days per week** Please note: candidate must be located in one of the following locations: Charlotte, NC No remote or telecommute option

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Provide targeted financial leadership for a specialized sub-segment.
2. Lead financial reporting and tactical execution aligned with operational goals.
3. Influence financial decisions across functions due to portfolio complexity.
4. Support strategic initiatives, investment cases, and performance evaluations.
5. Ensure compliance with financial policies and regulatory requirements.
6. Mentor analysts and contribute to team development.
7. Coordinate with cross-functional teams to support business initiatives.
8. Partner with other Finance colleagues to execute strategies across both Technology, Data, and Operations Finance as well as Wholesale Segment Finance.

Required Qualifications:

1. Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
2. Ten years of relevant accounting or finance experience that includes complex financial analysis.
3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications:

1. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
2. Master’s degree of MBA
3. Specific financial services or specialized industry experience.
4. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
5. 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 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.