Financial Director I - Core Technology and Operations

Truist Bank • Charlotte, NC

3d • Onsite

About The Position

The position provides financial leadership for Technology, Data, and Operations Finance, supporting a mid-size portfolio. It ensures accurate financial reporting, contributes to tactical execution, and helps align financials with operational goals. The role focuses on execution and support within a more defined scope. The Truist in-office requirement is 5 days per week. The candidate must be located in Charlotte, NC or Atlanta, GA. No remote or telecommute option is available.

Requirements

• 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.
• Proactive in completing tasks and producing deliverables.
• 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.
• High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
• Financial Modeling experience.

Nice To Haves

• Supervisory experience
• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master’s degree or MBA
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.

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.

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• vacation
• sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior