Financial Director II - Corporate Functions

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

Benefits offered by this job

Medical and dental benefits

401k plan

Vacation and sick time

Life and disability insurance

Job summary

Truist seeks a senior finance leader to provide targeted financial leadership for a specialized corporate sub-segment. You will own financial reporting and tactical execution aligned with operational goals, influencing decisions across functions due to portfolio complexity.

Responsibilities include strategic initiatives, investment case support, and performance evaluations, while mentoring analysts and ensuring adherence to GAAP and regulatory requirements.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent.
• 10+ years of relevant accounting/finance experience with complex analysis.
• Ability to lead and present to executive leadership and division manager.
• Strong communication to translate financial analysis for business partners.
• Demonstrated leadership in a dynamic, matrixed organization.

Responsibilities

• Provide targeted financial leadership for a specialized sub-segment.
• Lead financial reporting and tactical execution aligned with goals.
• Influence decisions across functions due to portfolio complexity.
• Support strategic initiatives, investment cases, and performance reviews.
• Ensure compliance with financial policies and regulatory requirements.
• Mentor analysts and contribute to team development.
• Coordinate with cross-functional teams on business initiatives.

Skills

Financial leadership

GAAP knowledge

Verbal & written communication

Analytical thinking

Problem-solving

Team mentorship

Cross-functional collaboration

Strategic finance

Education

Bachelor’s degree in Accounting or Finance

Master’s degree or MBA (preferred)

Tools

Microsoft Office (Excel, PowerPoint, Word, Outlook)

Financial Modeling

Essbase/Hyperion, EPM/BPC (preferred)

Power BI/Tableau/SQL/Alteryx (analytics)

Job description

Regular

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

• 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.

Required 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.
• Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
• 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, 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

• 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.
• 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.
• Proficiency with data analytics and visualization tools (e.g., Power BI, Tableau, SQL, or Alteryx) to automate reporting and build executive-level dashboards.
• Demonstrated success operating in a matrixed organization, building strong partnerships and influencing senior leaders across Finance and Corporate Functions without direct authority.
• Experience serving as a strategic advisor to executive leadership, including developing business cases, and ROI/NPV evaluations to support investment and resource-allocation decisions.
• 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

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