Senior Financial Director

Truist•Charlotte, NC
•Onsite

About The Position

This role provides targeted financial leadership for a specialized sub-segment, such as Digital, Deposits, or Enablement, and leads a team supporting a larger or more complex portfolio. It ensures accurate financial reporting, supports tactical execution, and aligns financials with operational goals. The role requires deeper financial expertise and broader cross-functional influence due to the complexity and scale of the sub-segment. The position is based in Charlotte, North Carolina, and requires working in a Truist office five days per week. Remote and telecommute work are not available.

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.
  • 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 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, including knowledge of GAAP related to supported lines of business.
  • High proficiency with 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 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

  • 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.
  • Manage a team, providing coaching, development, and performance oversight.
  • 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 a deferred compensation plan
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