Finance Strategic Initiatives Manager

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 10-12 yearsEducation: bachelorsSkills: ["Analytical thinking","Strategic thinking","Leadership","Coaching","Facilitation"]

Lead the design, execution, and continuous evolution of Finance’s workforce optimization and operating model initiatives. Oversee project portfolios and end-to-end program management using PMO best practices, guiding teams on prioritization, deliverables, and risk mitigation. Partner with Finance, HR, Technology, and Enterprise functions to simplify, automate, centralize, and optimize service delivery, advising senior leaders on objectives, impacts, and execution priorities while coaching teammates.

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Truist Financial
Truist Financial
2 days ago

Finance Strategic Initiatives Manager

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Job Summary

Lead the design, execution, and continuous evolution of Finance’s workforce optimization and operating model initiatives. Oversee project portfolios and end-to-end program management using PMO best practices, guiding teams on prioritization, deliverables, and risk mitigation. Partner with Finance, HR, Technology, and Enterprise functions to simplify, automate, centralize, and optimize service delivery, advising senior leaders on objectives, impacts, and execution priorities while coaching teammates.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Oversee project portfolios by aligning strategic initiatives with business goals and proactively mitigating project risks.
  • •Contribute thought leadership to support Finance processes with an emphasis on optimization and efficiency.
  • •Provide leadership and guidance to project teams for day-to-day prioritization and deliverables within assigned initiatives.
  • •Manage large projects end-to-end, standing up program/sub-workstreams, monitoring tasks and deliverables, and ensuring deliverables follow PMO best practices.
  • •Lead strategic Finance initiatives across Finance lines of business, advising leaders on prioritization, execution planning, downstream impacts, risks, and escalations.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Bachelor’s degree in a relevant field (or equivalent education and work experience).
  • •10–12 years of progressive experience in consulting, project management, process improvement, or financial services.
  • •Experience managing with strong leadership, coaching, and team-building skills.
  • •Strong analytical and strategic thinking to develop and deliver innovative solutions.
  • •Strong mastery of Microsoft Office and excellent organizational and time management skills.
Experience:10-12 yearsFinancial services
Education:Bachelor's
Skills:Analytical thinkingStrategic thinkingLeadershipCoachingFacilitation
Certifications:Lean Six SigmaPMP
Languages:English
Tech Stack:Microsoft Office

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