Financial Director II - Core Technology & Operations Finance

Overview

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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 provides targeted financial leadership for a Core Technology & Operations team. It ensures accurate financial reporting, supports tactical execution, and aligns financials with operational goals. The role requires deeper financial expertise and broader influence across functions due to the complexity and scale of the sub-segment. The role will need to focus on operational aspects as well as the investment/project side to execute new demand needs from the Wholesale segment.

The Technology, Data, and Operations Finance team is expanding and seeks innovative, builder-minded professionals to help navigate growing responsibilities and advance reporting capabilities.

Location

Beginning January, 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

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.

• 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.
• Mentor analysts and contribute to team development.
• Coordinate with cross-functional teams to support business initiatives.
• Partner with other Finance colleagues to execute strategies across Technology, Data, and Operations Finance.

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.

• 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.
• Experience and business vision to provide leadership to support the division manager and Executive leadership.
• 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 clearly.
• 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 Microsoft Office (Excel, PowerPoint, Word, Outlook). Financial modeling experience.

• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master’s degree or MBA
• Specific financial services or specialized industry experience
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software
• Experience with macros/VBA

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for…