Truist Financial

2 weeks ago

Chief Financial Officer - Investment Banking and Capital Markets

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Own financial planning, forecasting, and performance management for a large, complex investment banking and capital markets business. Provide strategic financial consultation to senior leadership on pricing, profitability, investment cases, and M&A opportunities. Lead reporting and analysis for the Board, Investor Relations, and regulators while ensuring financial integrity and strong internal controls across the Finance division. Manage and develop a team of finance professionals and influence cross-functional decisions for high-impact outcomes.

Location: Atlanta, Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: CXO level

Key Responsibilities

•Lead financial strategy and execution for a large, complex line of business.
•Provide strategic financial consultation to senior leadership on pricing, profitability, investment cases, and M&A opportunities.
•Own financial planning, forecasting, and performance management processes.
•Lead reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators.
•Ensure financial integrity and strong internal controls across the Finance division, including managing and coaching a team of finance professionals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor’s degree in Finance or Accounting (or equivalent education and related training).
•15 years of relevant finance or accounting experience including complex financial analysis and leadership/supervision of finance teams.
•Significant industry experience and business vision to provide leadership to division and executive leadership, including ability to work with ambiguity.
•Strong communication skills to interpret and communicate financial analysis to business partners clearly and concisely.
•Strong understanding of GAAP and proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) plus financial modeling experience.

Experience:Financial services

Education:Bachelor's in Finance or Accounting

Skills:CommunicationLeadershipAnalytical thinkingProblem-solvingDecision-making

Certifications:CPACertified Management AccountantChartered Financial Analyst

Languages:English

Tech Stack:GAAPMicrosoft Office ExcelMicrosoft PowerPointMicrosoft WordOutlookFinancial modelingEssbaseHyperionEPMBPCVBAMacros

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

Website LinkedIn

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Truist Financial

2 weeks ago

Chief Financial Officer - Investment Banking and Capital Markets

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Atlanta, Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: CXO level

Key Responsibilities

•Lead financial strategy and execution for a large, complex line of business.
•Provide strategic financial consultation to senior leadership on pricing, profitability, investment cases, and M&A opportunities.
•Own financial planning, forecasting, and performance management processes.
•Lead reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators.
•Ensure financial integrity and strong internal controls across the Finance division, including managing and coaching a team of finance professionals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor’s degree in Finance or Accounting (or equivalent education and related training).
•15 years of relevant finance or accounting experience including complex financial analysis and leadership/supervision of finance teams.
•Significant industry experience and business vision to provide leadership to division and executive leadership, including ability to work with ambiguity.
•Strong communication skills to interpret and communicate financial analysis to business partners clearly and concisely.
•Strong understanding of GAAP and proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) plus financial modeling experience.

Experience:Financial services

Education:Bachelor's in Finance or Accounting

Skills:CommunicationLeadershipAnalytical thinkingProblem-solvingDecision-making

Certifications:CPACertified Management AccountantChartered Financial Analyst

Languages:English

Tech Stack:GAAPMicrosoft Office ExcelMicrosoft PowerPointMicrosoft WordOutlookFinancial modelingEssbaseHyperionEPMBPCVBAMacros

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

Website LinkedIn