Financial Director

Truist BankCharlotte, NC
Onsite

About The Position

The position serves as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives. These initiatives may include new product development, pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. The role involves preparing management information and insights to guide decision making and evaluating financial performance against plan, prior periods, and the strategic plan. Additionally, the Financial Director supports and develops recurring short and long-term financial forecasts and the annual financial plan. This role has an in-office requirement of 5 days per week and candidates must be located in Atlanta, GA, Richmond, VA, or Charlotte, NC, with 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

  • Finance experience supporting Technology or Operations
  • 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 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.
  • Develop business case materials and ensure alignment with stakeholders.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
  • 10 sick days (also prorated)
  • Paid holidays
  • Defined benefit pension plan (depending on position and division)
  • Restricted stock units (depending on position and division)
  • Deferred compensation plan (depending on position and division)
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