Financial Director I

Truist BankCharlotte, NC
Onsite

About The Position

This role provides financial leadership under the Technology, Data, and Operations Finance team. 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 position requires the candidate to be located in Charlotte, NC or Atlanta, GA, with an in-office requirement of 5 days per week. There is 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

  • 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
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