Financial Director II- Core Technology & Operations
About The Position
This role provides targeted financial leadership for a specialized Core Technology & Operations sub-segment. It ensures accurate financial reporting, supports tactical execution, and aligns financials with operational goals. The role provides broader influence across functions due to the complexity and scale of the sub-segment, with a focus on operational responsibilities and investments and projects to meet new demand from the Wholesale segment. The Technology, Data, and Operations Finance team is expanding and seeks innovative, builder-minded professionals to help advance reporting capabilities and manage growing responsibilities. The role is based in Charlotte, North Carolina, and requires working in the office five days per week. Remote and telecommute arrangements are not available. The position is regular and works first shift. English fluency is required.
Requirements
- Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
- Ten years of relevant accounting or finance experience, including complex financial analysis.
- Experience and business vision to provide leadership support to the division manager and executive leadership.
- Comprehensive understanding of business and organizational strategies and processes, with the ability to build consensus through communication and presentation of factual, relevant information.
- Strong verbal and written communication skills to interpret and communicate financial analysis concisely and usefully to business partners.
- 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, including GAAP related to supported lines of business.
- High proficiency with 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 credential.
- Master’s degree or MBA.
- Financial services or specialized industry experience.
- Proficiency 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.
- Partner with Finance colleagues to execute strategies across Technology, Data, and Operations Finance and Wholesale Segment Finance.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of first-year vacation, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Director
