Senior Financial Director

Truist; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid time off

Job summary

Truist in Charlotte, NC seeks a senior financial leader to provide targeted leadership for a specialized sub-segment. You will oversee financial reporting, align financials with operational goals, and influence decisions across functions due to portfolio complexity.

The role requires a decade of accounting/finance experience, deep GAAP knowledge, and strong leadership to support division and executive leadership. In-office role with collaborative cross-functional engagement.

Qualifications

• Bachelor's degree in Accounting or Finance or equivalent
• 10+ years in accounting/finance with complex analysis
• Ability to lead to support division manager and executive leadership
• Strong understanding of business strategies and processes; build consensus
• Excellent verbal and written communication to explain financial analysis
• Strong analytical and problem-solving skills; sound decision making
• Demonstrated leadership in a dynamic team environment; cross-functional collaboration
• GAAP knowledge related to supported LOBs; proficient with MS Office and financial modeling

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.
• Manage a team with coaching, development, and performance oversight.
• Coordinate with cross-functional teams to support business initiatives.

Skills

Financial leadership

Financial analysis

Leadership

Communication

GAAP knowledge

Strategic planning

Cross-functional collaboration

Education

Bachelor's in Accounting or Finance

MBA

CPA / CMA / CFA

Tools

Excel

PowerPoint

Word

Outlook

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:

This role provides targeted financial leadership for a specialized sub-segment (e.g., Digital, Deposits, Enablement), and leading a team to support 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.

LOCATION

Truist in-office requirement is 5 days per week. Please note: candidate must be located in one of the following locations: Charlotte, NC No remote or telecommute option.

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.
• Manage a team, providing coaching, development, and performance oversight.
• Coordinate with cross-functional teams to support business initiatives.

QUALIFICATIONS

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:

• 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.
• 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

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.