Financial Director II - Corporate Functions

Truist Bank; Charlotte (NC); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Paid holidays

Job summary

The Truist Financial Corporation in Charlotte, NC seeks a seasoned finance leader for a specialized corporate functions sub‑segment. This role drives financial reporting, tactical execution, and cross‑functional influence to support operational goals.

You will lead complex analyses, mentor analysts, and partner with executives to shape business cases and investment decisions while ensuring GAAP compliance and robust financial controls across the division.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent.
• Ten years of relevant accounting or finance experience with complex analysis.
• Leadership to support division manager and executive leadership.
• Strong GAAP knowledge related to supported LOBs.
• Strong verbal and written communication for business partners.
• Analytical and problem‑solving skills; ability to drive decisions.
• Proven leadership in a matrixed environment; cross‑functional collaboration.
• Proficiency in Excel, PowerPoint, Word, Outlook; financial modeling experience.

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.

Skills

Leadership

Communication

Analytical

Problem solving

GAAP knowledge

Financial modeling

Cross functional

Excel/PowerPoint/Word

Education

Bachelor’s degree in Accounting or Finance

Master’s MBA

CPA/CMA/ CFA (preferred)

Tools

Essbase/Hyperion

EPM/BPC

Power BI / Tableau / SQL / Alteryx

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 specialized Corporate Functions sub-segment (e.g., HR, Total Rewards, Legal, Audit), supporting a larger or more complex portfolio. 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.

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 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.

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. 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.
6. Experience analyzing large, complex datasets from multiple sources (e.g., general ledger, HR/Workday, vendor, and claims data) to identify trends, cost drivers, and risks, and to translate findings into clear, actionable recommendations.
7. Proficiency with data analytics and visualization tools (e.g., Power BI, Tableau, SQL, or Alteryx) to automate reporting and build executive‑level dashboards.
8. Demonstrated success operating in a matrixed organization, building strong partnerships and influencing senior leaders across Finance and Corporate Functions without direct authority.
9. Experience serving as a strategic advisor to executive leadership, including developing business cases, and ROI/NPV evaluations to support investment and resource‑allocation decisions.
10. Experience supporting enterprise transformation, cost optimization, or savings initiatives, including aligning stakeholders with competing priorities and tracking and reporting realized benefits.

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 the 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.