Financial Manager - Core Technology and Operations Finance
About The Position
The Financial Manager serves as a strategic business consultant to Core Technology and Operations, providing financial analysis and guidance for high-impact decisions such as new product development, pricing, profitability, and investment or divestiture opportunities. The role leads performance evaluations, prepares executive-level financial insights, and owns the development of short- and long-term forecasts and the annual financial plan. It operates with a high degree of independence and strategic influence. The position is based in Charlotte, North Carolina, or Atlanta, Georgia, and requires working in a Truist office five days per week. Remote or telecommute work is not available. The role is regular, requires English fluency, and is scheduled for first shift.
Requirements
- Bachelor's degree in Accounting or Finance, or equivalent education and related training.
- Eight years of relevant accounting or finance experience, including complex financial analysis.
- Ability to work independently with minimal guidance and proactively complete tasks and deliverables.
- Sound and comprehensive understanding of business and organizational strategies and processes, with the ability to build consensus by communicating and presenting factual, relevant information.
- Strong verbal and written communication skills to explain 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.
- High proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook, and other basic software products.
- Financial modeling experience.
Nice To Haves
- Supervisory experience.
- Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst credential.
- 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.
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.
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
- May be eligible, depending on position and division, for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Manager
