Financial Manager - Core Technology and Operations Finance

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid time off

Job summary

Truist is seeking a skilled finance professional to drive strategic financial analysis and forecast development within its Technology, Data, and Operations Finance team. You will act as a consultant on high-impact decisions surrounding profitability, pricing, and investment opportunities, while leading forecasts and the annual plan.

You will mentor analysts, partner with cross-functional teams, and ensure data integrity and GAAP compliance as you influence key business outcomes.

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
• Strong communication and presentation of financial analysis to business partners
• Strong analytical and problem-solving skills
• Leadership skills and teamwork in a dynamic environment
• Familiarity with GAAP and proficiency in Microsoft Office and financial modeling

Responsibilities

• Serve as a strategic business consultant to supported lines of business.
• Lead performance evaluations and prepare executive-level financial insights.
• Own development of short- and long-term forecasts and the annual financial plan.
• Provide financial guidance for new product development, pricing, and investment opportunities.
• Mentor analysts and ensure data integrity and reporting accuracy.
• Coordinate with cross-functional teams to support strategic initiatives.
• Ensure compliance with GAAP and internal financial controls.

Skills

Finance analysis

Leadership

Communication

GAAP understanding

Excel

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Essbase/Hyperion

EPM/BPC

VBA/macros

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: 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. This role serves as a strategic business consultant to the Core Technology and Operations, providing financial analysis and guidance for high-impact decisions including new product development, pricing, profitability, and investment/divestiture opportunities. Leads performance evaluations, prepares executive-level insights, and owns the development of short- and long-term forecasts and the annual financial plan. Operates with a high degree of independence and strategic influence.

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.

• Serve as a strategic business consultant to supported lines of business.
• Lead performance evaluations and prepare executive-level financial insights.
• Own development of short- and long-term forecasts and the annual financial plan.
• Provide financial guidance for new product development, pricing, and investment opportunities.
• Mentor analysts and ensure data integrity and reporting accuracy.
• Coordinate with cross-functional teams to support strategic initiatives.
• Ensure compliance with GAAP and internal financial controls.

QUALIFICATIONS

Required Qualifications

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Eight years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
• 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. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications

• Supervisory experience
• 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.

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.

Equal Opportunity Employer

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.

Drug-Free Workplace

Truist is a Drug Free Workplace.

EEO is the Law

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.