Financial Director II - Corporate Functions

Truist Bank•Charlotte, NC

About The Position

This role provides targeted financial leadership for a specialized Corporate Functions sub-segment, such as HR, Total Rewards, Legal, or Audit, 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. The position supports strategic initiatives, investment cases, and performance evaluations; ensures compliance with financial policies and regulatory requirements; mentors analysts; and coordinates with cross-functional teams to support business initiatives.

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.
  • Experience and business vision to provide leadership 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 concisely and usefully.
  • 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 knowledge of 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.
  • Master’s degree or MBA.
  • Specific financial services or specialized industry experience.
  • Proficiency in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
  • Experience with macros/VBA.
  • Experience analyzing large, complex datasets from multiple sources, such as general ledger, HR/Workday, vendor, and claims data, to identify trends, cost drivers, and risks and translate findings into actionable recommendations.
  • Proficiency with data analytics and visualization tools such as Power BI, Tableau, SQL, or Alteryx to automate reporting and build executive-level dashboards.
  • Demonstrated success operating in a matrixed organization, building partnerships, and influencing senior leaders across Finance and Corporate Functions without direct authority.
  • Experience serving as a strategic advisor to executive leadership, including developing business cases and ROI/NPV evaluations for investment and resource-allocation decisions.
  • Experience supporting enterprise transformation, cost optimization, or savings initiatives, including aligning stakeholders with competing priorities and tracking and reporting realized benefits.

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 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 vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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