Financial Manager - Tech & Ops Transformation

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Leadership","Independent work","Communication","Analytical thinking","Problem-solving"]

Lead finance transformation within a Finance Transformation team modernizing how the organization understands and manages technology costs. Build cost allocation and transparency frameworks, drive adoption of new tools and governance, and create executive-ready financial narratives. Partner across Finance and Technology to deliver forecasting, annual planning, and financial guidance for product, pricing, and investment decisions, while coordinating workstreams and ensuring GAAP and internal control compliance.

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Truist Financial
Truist Financial
1 day ago

Financial Manager - Tech & Ops Transformation

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Last checked: 17 minutes agoStatus: Live

Job Summary

Lead finance transformation within a Finance Transformation team modernizing how the organization understands and manages technology costs. Build cost allocation and transparency frameworks, drive adoption of new tools and governance, and create executive-ready financial narratives. Partner across Finance and Technology to deliver forecasting, annual planning, and financial guidance for product, pricing, and investment decisions, while coordinating workstreams and ensuring GAAP and internal control compliance.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Serve as a strategic business consultant to supported lines of business.
  • •Lead performance evaluations and prepare executive-level financial insights.
  • •Own development of short- and long-term forecasts and the annual financial plan.
  • •Provide financial guidance for new product development, pricing, and investment opportunities.
  • •Ensure compliance with GAAP and internal financial controls; mentor analysts and coordinate cross-functional initiatives.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveSick DaysPaid HolidaysPension

Key Requirements

  • •Bachelor's degree in Accounting or Finance (or equivalent education and related training).
  • •8 years of relevant accounting/finance experience including complex financial analysis.
  • •Ability to work independently with minimal guidance and proactively deliver results.
  • •Strong communication skills to interpret and present financial analysis to business partners.
  • •Sound knowledge of GAAP and advanced computer skills (e.g., Microsoft Office Excel/PowerPoint/Word/Outlook) with financial modeling experience.
Education:Bachelor's in Accounting or Finance
Skills:LeadershipIndependent workCommunicationAnalytical thinkingProblem-solving
Certifications:CPACMAChartered Financial Analyst
Languages:English
Tech Stack:Microsoft Office ExcelMicrosoft PowerPointMicrosoft WordMicrosoft OutlookFinancial modelingEssbase/HyperionEPM/BPCMacrosVBAAIAutomation

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