Truist Financial

Financial Manager - Tech & Ops Transformation

Truist Financial$90K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance, or equivalent training.
  • Eight years of relevant accounting or finance experience including complex financial analysis.
  • Ability to work independently and proactively complete tasks.
  • Strong understanding of business strategies and consensus-building skills.
  • Excellent verbal and written communication skills for financial analysis interpretation.
  • Robust analytical and problem-solving capabilities.
  • Demonstrated leadership in team-oriented environments.

Responsibilities

  • Support the design and implementation of cost allocation and financial transparency frameworks.
  • Act as a change agent, driving adoption of new tools and processes.
  • Develop executive-ready deliverables translating complex initiatives.
  • Coordinate across cross-functional workstreams to aid program delivery.
  • Identify opportunities for AI and automation in Finance workflows.
  • Serve as a strategic business consultant to support lines of business.
  • Lead performance evaluations and prepare executive-level financial insights.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • 401k plan with tax-preferred savings accounts.
  • At least 10 days of vacation and 10 sick days annually.
  • Paid holidays and potential access to a defined benefit pension plan.
  • Possibility of restricted stock units and deferred compensation plans.
Full Job Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

This role sits within a Finance Transformation team focused on modernizing how the organization understands and manages technology costs. Beyond traditional FP&A, this position is oriented toward building new capabilities - designing frameworks, driving adoption of new processes and tools, and partnering across Finance and Technology to enable better enterprise decision-making.

In addition to the core duties above, this role will:
• Support the design and implementation of cost allocation and financial transparency frameworks
• Act as a change agent - driving stakeholder adoption of new tools, processes, and governance models across the organization
• Develop executive-ready deliverables that translate complex initiatives into clear, decision-oriented narratives
• Coordinate across cross-functional workstreams and external partners to support program delivery and milestone tracking
• Identify opportunities to apply AI, automation, and modern tooling to improve Finance workflows

The ideal candidate is a structured thinker with a transformation mindset - someone comfortable with ambiguity who sees Finance as a strategic enabler of enterprise decision-making.

LOCATION:

** Truist in-office requirement is 5 days per week**

Please note: candidate must be located in the following location:

  • Charlotte, NC


No remote or telecommute option

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. Serve as a strategic business consultant to supported lines of business.
2. Lead performance evaluations and prepare executive-level financial insights.
3. Own development of short- and long-term forecasts and the annual financial plan.
4. Provide financial guidance for new product development, pricing, and investment opportunities.
5. Mentor analysts and ensure data integrity and reporting accuracy.
6. Coordinate with cross-functional teams to support strategic initiatives.
7. Ensure compliance with GAAP and internal financial controls.

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 Accounting or Finance, or equivalent education and related training.
2. Eight years of relevant accounting or finance experience that includes complex financial analysis.
3. Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. Familiarity with GAAP. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications:

1. Supervisory experience
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master's degree of MBA
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

SEARCH TRUIST FINANCIAL JOBS

READ CAREERS BLOG

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

Similar Jobs

More Jobs at Truist Financial

More Finance & Insurance Jobs

Find similar Financial Manager - Tech & Ops Transformation jobs: