Head of Financial Management Reporting Systems and Strategy

Truist Bank • Atlanta, GA

2d

About The Position

The Head of FP&A and Management Reporting Systems Strategy provides senior leadership for the strategy, roadmap, and evolution of Enterprise Finance forecasting, planning, and management reporting platforms at Truist. The role defines how FP&A and management reporting capabilities are designed, integrated, and advanced over time to support executive decision making, performance management, and enterprise insight, with a focus on business systems strategy and product direction for core Enterprise Finance analytics, reporting, and profitability capabilities.

Requirements

• 15+ years of progressive experience in FP&A, management reporting, profitability analytics, or Enterprise Finance systems strategy.
• Strong understanding of bank / financial services corporate finance and accounting technical concepts
• Demonstrated success leading Finance systems strategy, product roadmaps, or large scale Finance transformation initiatives.
• Deep understanding of planning and forecasting platforms, management reporting tools, and profitability / cost analytics frameworks.
• Strong ability to influence across matrixed Finance, Accounting, Technology, and Data organizations.
• Proven people leadership experience.

Nice To Haves

• MBA, CPA, or comparable advanced degree.
• Experience with platforms such as SAP BPC, OneStream, OFSAA, Apptio, Essbase, or similar Enterprise Finance tools
• Experience operating in regulated financial services environments with strong control and governance expectations.
• Product ownership or strategic roadmap leadership experience in Agile or hybrid delivery environments.

Responsibilities

• Define and maintain the Enterprise Finance systems strategy for forecasting, planning, management reporting, cost transparency and profitability analytics, including the responsible adoption of advanced analytics and AI enabled capabilities.
• Establish a clear future state vision and capability roadmap for Enterprise Finance systems, including sequencing, dependencies, and strategic priorities, fully aligned with Truist’s overall multi-year Finance Technology direction.
• Identify opportunities to simplify, modernize, enable appropriate automation and better integrate Enterprise Finance platforms while ensuring governance, controls, and alignment with Accounting, Financial Systems, and enterprise architecture standards.
• Serve as the primary Enterprise Finance voice on systems direction, representing Enterprise Finance interests in enterprise governance and roadmap discussions.
• Shape and advance the Enterprise Finance approach to management reporting, performance measurement, and analytics, ensuring information is decision useful for senior leaders.
• Partner across Enterprise Finance to strengthen client profitability, cost transparency, and performance attribution capabilities that support strategic and operational decision making.
• Ensure management reporting and analytics capabilities are scalable, consistent, and aligned with enterprise data standards, enabling reliable insight across the organization.
• Partner as One Team with Accounting, Financial Systems, Technology, Data, Treasury, and Business Unit Finance leaders to ensure alignment across the Finance ecosystem.
• Partner with Technology and Data teams to ensure AI enabled Finance capabilities are developed and deployed in alignment with enterprise data, risk, and model governance standards.
• Ensure systems strategy decisions appropriately account for GAAP reporting dependencies, SOX controls, and ERP integrations, without assuming ownership of those platforms.
• Participate in Finance and Technology governance forums to represent Enterprise Finance (FP&A, management reporting/profitability, LOB CFO) priorities.
• Foster a culture of strategic thinking, disciplined execution, and continuous improvement consistent with Truist values.

Benefits

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive 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, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees