Financial Director II - Corporate Functions

Truist • Charlotte, NC

3d

About The Position

The Financial Director II 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. The role ensures accurate financial reporting, supports tactical execution, and aligns financial results with operational goals. It requires deeper financial expertise and broad influence across functions given the complexity and scale of the sub-segment.

The position leads financial reporting and tactical execution, contributes to strategic initiatives and investment cases, evaluates performance, and ensures compliance with financial policies and regulatory requirements. It also works with cross-functional teams to support business initiatives and mentors analysts.

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.
• Sound and 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 knowledge of GAAP related to supported lines of business.
• High proficiency with Microsoft Office Excel, PowerPoint, Word, and 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 with 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.
• Success operating in a matrixed organization, building partnerships, and influencing senior leaders across Finance and Corporate Functions without direct authority.
• Experience advising 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Director