Financial Director I

Truist•Atlanta, GA

2d•Onsite

About The Position

This role serves as a strategic financial advisor and forecasting lead supporting Technology, Data, and Operations functions. The Financial Director I operates across two disciplines: (1) advisory — partnering with business leaders to shape investment decisions and financial strategy, and (2) forecasting and reporting — leading the delivery of accurate financial plans, forecasts, and management reporting. The role collaborates cross-functionally with Finance, Technology, Data, and Risk to ensure strong controls, actionable insights, and data-driven decision-making. Truist in-office requirement is 5 days per week. Candidate must be located in Charlotte, NC or Atlanta, GA. No remote or telecommute option.

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

Experience supporting Technology and/or Operations organizations in a finance capacity.
Prior experience with total cost of ownership (TCO) frameworks for support functions.
Exposure to agentic AI, AI-driven automation, or advanced analytics use cases in Finance or business operations.
Experience with resource management forecasting, including headcount planning and capacity analysis.
Knowledge of capitalization policies for internally developed software (e.g., ASC 350-40).
CPA, CMA, CFA, or MBA.
Proficiency in Essbase/Hyperion, EPM/BPC, SAP, or other enterprise planning software.
Financial services industry experience
Demonstrated ability to function in both an advisory capacity (business partnership, business case development) and a forecasting/reporting capacity (financial planning, variance analysis, management reporting).
Strong proficiency in financial modeling, forecasting, and variance analysis
Advanced Excel skills; working knowledge of enterprise reporting tools (e.g., Power BI, Tableau).
Understanding of financial controls, governance, and risk management in a regulated environment.
Familiarity with GAAP.
Effective written and verbal communication skills with the ability to present to and influence senior leaders and stakeholders across multiple functions.
Proven ability to manage multiple priorities and deliver under tight deadlines with minimal guidance.

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.