Financial Director II - Wholesale
About The Position
The position provides targeted financial leadership for a specialized sub-segment (e.g., Digital, Deposits, Enablement), supporting 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. Candidates must be able to work in one of the Truist office locations listed below 5 days per week: Charlotte, NC - 214 North Tryon Street Atlanta, GA - 303 Peachtree Street. No Full Remote/Telecommute. No Relocation Assistance.
Requirements
- 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.
Nice To Haves
- 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.
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.
- Mentor analysts and contribute to team development.
- Coordinate with cross-functional teams to support business initiatives.
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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What This Job Offers
Job Type
Full-time
Career Level
Senior
