Tech & Ops Finance Transformation Lead

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

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