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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role serves as a strategic financial advisor and forecasting lead supporting Technology, Data, and Operations functions. The Financial Director I operates across two disciplines: (1) advisory — partnering with business leaders to shape investment decisions and financial strategy, and (2) forecasting and reporting — leading the delivery of accurate financial plans, forecasts, and management reporting. The role collaborates cross-functionally with Finance, Technology, Data, and Risk to ensure strong controls, actionable insights, and data-driven decision-making.

LOCATION:

** Truist in-office requirement is 5 days per week**

Please note:  candidate must be located in one of the following locations:

• Charlotte, NC
• Atlanta, GA

No remote or telecommute option

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

1. Provide financial leadership for a specialized sub-segment with moderate complexity.
2. Ensure accurate reporting and contribute to tactical execution and planning.
3. Align financials with operational goals within a defined scope.
4. Support performance tracking and variance analysis.
5. Assist in preparing forecasts and financial plans.
6. Collaborate with business partners to support financial decision-making.
7. Maintain documentation and ensure data integrity.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree in Accounting or Finance, or equivalent education and related training.

2. Eight years of relevant accounting or finance experience that includes complex financial analysis.

3. Ability to work independently with minimal guidance. 

4. Proactive in completing tasks and producing deliverables.

5. Sound and comprehensive understanding of business and organizational strategies and processes. 

6. Ability to build consensus through communication and presentation of factual and relevant information.

7. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.

8. Strong analytical and problem-solving skills. Sound and logical decision-making abilities.

9. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.

10. Familiarity with GAAP.

11. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

12. Financial Modeling experience.

Preferred Qualifications:

• Experience supporting Technology and/or Operations organizations in a finance capacity. 

• Prior experience with total cost of ownership (TCO) frameworks for support functions. 

• Exposure to agentic AI, AI-driven automation, or advanced analytics use cases in Finance or business operations. 

• Experience with resource management forecasting, including headcount planning and capacity analysis. 

• Knowledge of capitalization policies for internally developed software (e.g., ASC 350-40). 

• CPA, CMA, CFA, or MBA. 

• Proficiency in Essbase/Hyperion, EPM/BPC, SAP, or other enterprise planning software. 

• Financial services industry experience

•  Demonstrated ability to function in both an advisory capacity (business partnership, business case development) and a forecasting/reporting capacity (financial planning, variance analysis, management reporting). 

•  Strong proficiency in financial modeling, forecasting, and variance analysis

•  Advanced Excel skills; working knowledge of enterprise reporting tools (e.g., Power BI, Tableau). 

•  Understanding of financial controls, governance, and risk management in a regulated environment. Familiarity with GAAP. 

•  Effective written and verbal communication skills with the ability to present to and influence senior leaders and stakeholders across multiple functions. 

•  Proven ability to manage multiple priorities and deliver under tight deadlines with minimal guidance. 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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