Truist Financial

Finance Tech Innovation & Strategy Leader

Truist Financial$150K — $180K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, Technology, Data, Analytics, or related field.
  • 12+ years in Finance, financial services, finance transformation, or technology strategy.
  • Experience leading cross-functional initiatives among Finance, Technology, Data, and Risk teams.
  • Ability to shape strategy and deliver measurable outcomes through technology-led change.
  • Strong understanding of Finance processes, data flows, and technology-enabled models.
  • Excellent executive communication and stakeholder influence skills.

Responsibilities

  • Define and maintain Finance technology innovation strategy and roadmap.
  • Translate Finance priorities into actionable technology and automation opportunities.
  • Identify and scale AI and automation use cases to enhance productivity and insights.
  • Collaborate with multiple teams to ensure secure and compliant solutions.
  • Establish governance and success metrics for Finance innovation initiatives.
  • Provide executive recommendations on investment priorities and delivery approaches.
  • Champion the responsible adoption of new tools across Finance through effective change leadership.

Benefits

  • Comprehensive health insurance plans.
  • Opportunities for professional development and career advancement.
  • Flexible work environment with options for remote work.
  • Generous paid time off and holidays.
  • Retirement savings plans with employer matching contributions.
Full Job Description
This role leads the strategy, prioritization, and execution of technology-enabled innovation across Finance. This role partners with Finance, Technology, Data, Risk, and enterprise transformation teams to identify practical opportunities to modernize Finance processes, improve data and reporting capabilities, scale AI and automation, strengthen controls, and deliver measurable business outcomes. The leader serves as a senior Finance translator between business priorities and technology delivery, ensuring innovation is grounded in Finance needs, aligned to enterprise standards, and adopted in a disciplined, well-controlled manner. 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. 1. Define and maintain the Finance technology innovation strategy and roadmap, including AI, automation, data, reporting, forecasting, workflow, and process modernization priorities. 2. Translate Finance pain points and strategic priorities into clear technology, data, and automation opportunities with defined value, risk, scope, sequencing, and adoption plans. 3. Identify, prioritize, and scale high-value AI and automation use cases that improve productivity, insight generation, control quality, speed, and teammate experience. 4. Partner with Technology, Data, Risk, Controls, Model Risk, Legal, Sourcing, and Finance teams to ensure solutions are practical, secure, compliant, and aligned with enterprise standards. 5. Establish governance, intake routines, prioritization criteria, success metrics, and value tracking for Finance innovation initiatives. 6. Provide executive recommendations on investment priorities, vendor options, delivery approaches, risks, dependencies, and operating model implications. 7. Champion responsible adoption of new tools and capabilities across Finance through change leadership, communication, training, and disciplined execution. QUALIFICATIONS 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. 1. Bachelor's degree in Finance, Accounting, Business, Technology, Data, Analytics, or related field, or equivalent education and related training. 2. 12+ years of experience in Finance, financial services, finance transformation, technology strategy, data and analytics, AI/automation enablement, consulting, or related roles. 3. Experience leading cross-functional initiatives across Finance, Technology, Data, Risk, Controls, and business teams. 4. Demonstrated ability to shape strategy, build business cases, prioritize complex work, and deliver measurable outcomes through technology-enabled change. 5. Strong understanding of Finance processes, data flows, reporting, forecasting, controls, governance, and technology-enabled operating models. 6. Executive communication, stakeholder influence, structured problem solving, change leadership, and team leadership skills. Preferred Qualifications: 1. Advanced degree or relevant certification such as CPA, CFA, PMP, Agile/Product Owner, Lean Six Sigma, or data/analytics certification. 2. Experience with ERP modernization, cloud finance platforms, planning and forecasting tools, management reporting, workflow automation, AI, machine learning, or emerging technology adoption. 3. Banking or financial services experience across Accounting, Treasury, FP&A, Regulatory Reporting, Risk, Controls, or Audit environments. 4. Experience working with vendor partners, technology delivery teams, product teams, or enterprise innovation functions.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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