Financial Manager

Truist•Charlotte, NC

1d•Onsite

About The Position

The Technology, Data, and Operations Finance team is expanding and seeking innovative, builder-minded professionals to help us navigate the challenges of growing responsibilities and advancing reporting capabilities. This role serves as a strategic finance manager to Wholesale Technology & Operations, providing financial analysis and guidance for high-impact decisions to key partners. Owns month end reporting and analysis, forecasting, annual plan, and collaborating with partners on monthly reviews. Operates with a high degree of independence and strategic influence. Role will need to focus on operational aspects as well as investment/project side to execute new demand needs from Wholesale segment.

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

Supervisory experience
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

Serve as a strategic business consultant to supported lines of business.
Lead performance evaluations and prepare executive-level financial insights.
Own development of short- and long-term forecasts and the annual financial plan.
Provide financial guidance for new product development, pricing, and investment opportunities.
Mentor analysts and ensure data integrity and reporting accuracy.
Coordinate with cross-functional teams to support strategic initiatives.
Ensure compliance with GAAP and internal financial controls.