Service Finance Financial Operations Leader

Truist•Boca Raton, FL

3d•Onsite

About The Position

Provide strategic financial leadership and consultation for Service Finance, partnering with Business Unit leadership and Truist Accounting and Finance teams to drive profitability, operating leverage, and long-term strategic direction, with a focus on optimizing financial operations. Lead business operations finance and accounting activities, including financial planning, cash management, reporting, regulatory compliance, business case development, finance transformation, and team leadership. The position is open to South Florida/Boca Raton, Florida, and is in-office five days per week. The leader serves as a trusted advisor to Business Unit leadership and oversees accounting operations, treasury processes, financial reporting, controls, and accounting guidance in partnership with Consumer Credit Controllers. The role leads finance transformation and process optimization, supports regulatory and external reporting and audits, and develops a high-performing finance and accounting team.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field, or equivalent education and experience.
10+ years of management experience within banking or financial services.
Deep knowledge of banking industry financial management practices and regulatory requirements.
Demonstrated experience leading finance transformation, process optimization, or automation initiatives.
Strong analytical expertise in financial forecasting, capital budgeting and investment analysis, discounted cash flow modeling, and profitability and performance analysis.
Exceptional communication skills and ability to translate complex financial concepts into clear, actionable insights.
Proven ability to lead change, influence senior stakeholders, and execute large-scale initiatives.
Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.

Nice To Haves

Master’s degree in Finance, Accounting, or a related business field.
Professional certification such as CPA or CFA.
Experience with SAP or similar ERP platforms.
Experience with automation and analytics tools such as BOARD, Power BI, Tableau, or workflow platforms.
Lean, Six Sigma, or similar process improvement certification.

Responsibilities

Serve as a trusted advisor to Business Unit leadership on financial performance and reporting, and participate in developing and evaluating business plans, operating leverage, and growth strategies.
Lead Service Finance finance-related functions and ensure compliance with GAAP and Truist accounting policies in partnership with Consumer Credit Controllers.
Oversee daily accounting operations, including journal entries, bank account and source system reconciliations, and monthly accounting cycle activities.
Manage treasury teammates and processes, including line of credit oversight and optimization and Real Time Payments.
Lead business processes for counterparty reporting, lockbox management, payment and check processing, and refund management.
Ensure vendor payments are facilitated through Onestop and ARIBA in accordance with applicable policies and procedures.
Coordinate timely, accurate, and complete financial reporting, including management reporting packages, variance analysis, and business insights.
Maintain internal controls and compliance with reconciliation policies and financial reporting standards; provide first-line oversight of reporting controls and finance-related risk management.
Provide accounting guidance to Business Unit leadership on revenue recognition, intercompany transactions, capitalization and fixed assets, cost allocations and accruals, and business combinations.
Partner with Consumer Credit Controllers and Accounting Policy on technical accounting issues.
Lead the end-to-end finance transformation agenda, modernizing finance operations to improve efficiency, scalability, and control effectiveness.
Identify and execute opportunities to automate accounting, reporting, forecasting, and reconciliation processes using technology solutions.
Drive process redesign, standardization, and simplification across record-to-report, forecast-to-plan, and reconciliation processes.
Develop and implement a future-state finance operating model that improves the speed, quality, and transparency of financial information.
Partner with Technology, Data, and Operations teams to implement digital solutions that enable straight-through processing, reduce operational risk, and strengthen auditability.
Establish and track finance process KPIs, such as close cycle time, reconciliation aging, and manual journal entries, and drive sustained improvement.
Champion data governance, data integrity, and advanced analytics to enhance financial insights and decision-making.
Partner with Consumer Credit Controllers on regulatory and external reporting requirements and the annual Service Finance Company standalone financial audit.
Lead and manage other internal and external financial audits and exams, including SOX, Financial Statement, and SOC-1 engagements.
Lead, develop, and manage a high-performing team of finance and accounting professionals.
Manage talent activities, including hiring, performance management, promotions, and succession planning.
Foster a culture aligned with Truist’s purpose, mission, and values; promote associate engagement, professional development, and leadership capability.
Build organizational capability in finance transformation, automation, and digital tools.

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 as applicable
10 sick days, prorated as applicable
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division