FP&A Financial Director - Enterprise Expense Management

Truist Financial
Charlotte, Atlanta
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 8+ yearsEducation: bachelorsSkills: ["Communication","Leadership","Problem-solving","Independent work","Cross-functional collaboration"]

Lead enterprise FP&A for spend approval, investment performance tracking, and monthly expense forecasting. Partner across business, finance, technology, and operations to strengthen data governance, deliver variance analysis and actionable insights, and support budgeting, forecasting, and long-range planning. Build sustainable reporting structures, automate analytics to reduce manual effort, and drive continuous process improvement while communicating complex financial information clearly to technical and non-technical stakeholders.

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Truist Financial
Truist Financial
15 hours ago

FP&A Financial Director - Enterprise Expense Management

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Last checked: 15 hours agoStatus: Live

Job Summary

Lead enterprise FP&A for spend approval, investment performance tracking, and monthly expense forecasting. Partner across business, finance, technology, and operations to strengthen data governance, deliver variance analysis and actionable insights, and support budgeting, forecasting, and long-range planning. Build sustainable reporting structures, automate analytics to reduce manual effort, and drive continuous process improvement while communicating complex financial information clearly to technical and non-technical stakeholders.
Location: Charlotte, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Director level

Key Responsibilities

  • •Lead spend approval process, investment performance tracking, and monthly expense forecasting activities.
  • •Manage complex financial and operational datasets, including data validation, transformation, and quality standards.
  • •Perform variance analysis, forecasting, and strategic planning to identify trends, risks, opportunities, and performance drivers.
  • •Serve as a trusted advisor across Finance, Technology, Operations, Risk, and Business to support enterprise initiatives and decisions.
  • •Drive continuous improvement by designing and implementing automated reporting/analytical solutions and scalable processes.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePensionRsus

Key Requirements

  • •Bachelor’s degree in Accounting or Finance (or equivalent education/training).
  • •8 years of relevant accounting/finance experience including complex financial analysis.
  • •Ability to work independently with minimal guidance and deliver proactively.
  • •Strong verbal and written communication to interpret and communicate financial analysis clearly to business partners.
  • •Familiarity with GAAP and high proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook).
Experience:8+ years
Education:Bachelor's in Accounting or Finance
Skills:CommunicationLeadershipProblem-solvingIndependent workCross-functional collaboration
Certifications:Certified Public AccountantCertified Management AccountantChartered Financial Analyst
Languages:English
Tech Stack:GAAPMicrosoft Office ExcelMicrosoft PowerPointMicrosoft WordOutlookFinancial ModelingEssbaseHyperionEPMBPCAlteryxPower BI

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn