Financial Strategy Lead — Specialized Sub-Segment

Truist; Town of Charlotte (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401k

Paid time off

Job summary

Truist in Charlotte, NC, seeks a seasoned financial leader to guide a specialized sub-segment with a focus on accurate reporting and alignment with operational goals. The role emphasizes execution within a defined scope and close collaboration with business partners.

Candidates should hold a Bachelor’s in Accounting or Finance with at least eight years of relevant experience, strong GAAP knowledge, and advanced Excel skills. In-office work is required five days a week in Charlotte, NC.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent.
• Eight years of relevant accounting or finance experience with complex analysis.
• Strong GAAP knowledge and ability to communicate financial insights.
• Proven leadership and collaboration in a team environment.
• Proficient in MS Office; experience with Essbase/Hyperion preferred.

Responsibilities

• Provide financial leadership for a specialized sub-segment with moderate complexity.
• Ensure accurate reporting and contribute to tactical execution and planning.
• Align financials with operational goals within a defined scope.
• Support performance tracking and variance analysis.
• Assist in preparing forecasts and financial plans.
• Collaborate with business partners to support financial decision-making.
• Maintain documentation and ensure data integrity.

Skills

Financial analysis

GAAP

Excel

PowerPoint

Written communication

Leadership

Forecasting

Variance analysis

Education

Bachelor's in Accounting or Finance

MBA or professional designation (CPA/CMA/CFA) preferred

Tools

Essbase/Hyperion

MS Office (Excel/PowerPoint/Word/Outlook)

ERP/Accounting software

Job description

Truist in Charlotte, NC, seeks a seasoned financial leader to guide a specialized sub-segment with a focus on accurate reporting and alignment with operational goals. The role emphasizes execution within a defined scope and close collaboration with business partners.

Candidates should hold a Bachelor’s in Accounting or Finance with at least eight years of relevant experience, strong GAAP knowledge, and advanced Excel skills. In-office work is required five days a week in Charlotte, NC.