Senior Financial Director

Truist • Charlotte, NC

2d

About The Position

This position delivers focused financial leadership and guidance for Consumer & Small Business Deposits, overseeing a team responsible for supporting product management, pricing strategies, and go-to-market initiatives. It ensures accurate financial reporting and forecasting, supports tactical execution, evaluates investment returns, and aligns financials with operational goals. The role requires deep financial expertise and broad influence across the deposit line of business due to the complexity and scale of the function.

Requirements

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Ten years of relevant accounting or finance experience that includes complex financial analysis.
• Incumbent must possess the experience and business vision to provide leadership to 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 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, with specific knowledge of GAAP related to supported LOBs. 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

• 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

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• 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: Senior
• Number of Employees: 5,001-10,000 employees