Financial Manager - Tech & Ops Transformation

Truist; Charlotte (NC); On-site; CAD 166,000 - 248,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist is seeking a seasoned finance professional to join the Finance Transformation team. The role focuses on modernising how the organisation understands and manages technology costs, going beyond traditional FP&A to design frameworks, drive user adoption of new tools, and enable better enterprise decision‑making with Finance and Technology.

The position involves cost allocation design, acting as a change agent, developing executive‑ready deliverables, coordinating cross‑functional

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 and produce deliverables.
• Strong verbal and written communication skills to interpret and convey financial analysis clearly.
• Familiarity with GAAP and advanced Excel skills.

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

Eight years of experience

Communication skills

Leadership

GAAP familiarity

Microsoft Office proficiency

Financial modeling

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

PowerPoint

Word

Outlook

Financial Modeling

Job description

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).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role sits within a Finance Transformation team focused on modernising how the organisation understands and manages technology costs. Beyond traditional FP&A, this position is oriented toward building new capabilities — designing frameworks, driving adoption of new processes and tools, and partnering across Finance and Technology to enable better enterprise decision‑making.

In addition to the core duties above, this role will:

• Support the design and implementation of cost allocation and financial transparency frameworks
• Act as a change agent — driving stakeholder adoption of new tools, processes, and governance models across the organisation
• Develop executive‑ready deliverables that translate complex initiatives into clear, decision‑oriented narratives
• Coordinate across cross‑functional workstreams and external partners to support programme delivery and milestone tracking
• Identify opportunities to apply AI, automation, and modern tooling to improve Finance workflows

The ideal candidate is a structured thinker with a transformation mindset — someone comfortable with ambiguity who sees Finance as a strategic enabler of enterprise decision‑making.

LOCATION:

** Truist in‑office requirement is 5 days per week**

Please note:** candidate must be located in the following location:**

• Charlotte, NC

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.

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

QUALIFICATIONS
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. Eight years of relevant accounting or finance experience that includes complex financial analysis.
3. Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
4. Sound and comprehensive understanding of business and organisational 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. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications:

1. Supervisory experience
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master’s degree of MBA
4. Specific financial services or specialised industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. 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.

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