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Senior Financial Director II- Wholesale & Payments Technology

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Truist Financial
Full Time, Part Time, Seasonal/Temporary position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance
Job Description & How to Apply Below

Overview

Senior Financial Director II
- Wholesale & Payments Technology
— The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Company: Truist Financial

Location: Charlotte, NC (Beginning January, in-office requirement is 5 days per week). Candidate location requirements apply; no remote option. Locations noted include Charlotte, NC and Atlanta, GA.

Location & Schedule

Locations eligible: Charlotte, NC;
Atlanta, GA

Employment Type: Full Time

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.

  • 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 both Technology, Data, and Operations Finance as well as Wholesale Segment Finance.
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.

  • Bachelor2 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 Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
  • Preferred Qualifications
  • Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
  • Masters 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.
  • Benefits

    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 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 status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.

    EEO Statement: 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. EEO is the Law, E-Verify, IER Right to Work.

    Contact Information

    Contact Name:

    Company Name: Truist Financial

    Phone Number:

    Contact Email:

    Website:

    Company

    Description:

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    Position Requirements
    10+ Years work experience
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