Senior Financial Manager - Tech & Ops

Truist • Charlotte, NC

23h • Onsite

About The Position

This role serves as a strategic business consultant to lines of business, providing financial analysis and guidance for high-impact decisions including new product development, pricing, profitability, and investment/divestiture opportunities. Leads performance evaluations, prepares executive-level insights, and owns the development of short- and long-term forecasts and the annual financial plan. Operates with a high degree of independence and strategic influence.
LOCATION: Truist ‘in office’ requirement is 5 days per week
Please note: candidate must be located in the below location:
Charlotte, NC
Atlanta, GA
No remote or telecommute option

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.

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: Mid Level