Financial Manager - Tech & Ops Transformation

Crump Life Insurance Svcs Inc; Charlotte (NC); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation seeks a results-driven finance transformation professional to modernize cost management and enable enterprise decision-making in Charlotte, NC. The role emphasizes building new capabilities, process adoption, and governance across Finance and Technology.

Key duties include forecasting, financial planning, product investment analysis, and cross-functional program delivery, with an emphasis on AI, automation, and advanced tooling to improve workflows.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Eight years of relevant accounting or finance experience with complex financial analysis.
• Ability to work independently with minimal guidance and deliverables.
• Strong understanding of business and organizational strategies; ability to build consensus.
• Excellent verbal and written communication to present financial analyses.

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 GAAP compliance and internal financial controls.

Skills

Communication

Financial analysis

GAAP knowledge

Excel

Leadership

Change management

Strategic thinking

Education

Bachelor's degree in Accounting or Finance

CPA / CMA / CFA preferred

MBA

Tools

Essbase/Hyperion

EPM/BPC

MS PowerPoint

Job description

The position is described below.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Need Help? 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).

Please review the following job description. This role sits within a Finance Transformation team focused on modernizing how the organization 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 organization
• Develop executive-ready deliverables that translate complex initiatives into clear, decision-oriented narratives
• Coordinate across cross-functional workstreams and external partners to support program 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 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. 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 specialized 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.

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.