Financial Director I – Core Technology and Operations

Truist

. Provide financial leadership for a specialized sub-segment with moderate complexity .

Posted 10/27/2026full-timeCharlotte • North Carolina • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates financial leadership with expertise in complex financial analysis, forecasting, and variance analysis. Proficient in aligning financials with operational goals while ensuring data integrity and effective communication with business partners.

Highest-signal resume keywords

Financial LeadershipComplex Financial AnalysisFinancial ModelingGAAP FamiliarityMicrosoft Office Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisForecastingVariance AnalysisFinancial ModelingGAAP Familiarity

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationAnalytical Problem-SolvingDecision-MakingTeam Collaboration

Tools & Technologies

Microsoft Office ExcelMicrosoft Office PowerPointMicrosoft Office WordMicrosoft Office OutlookEssbase/Hyperion

Certifications & Qualifications

CPACMACFAMaster's DegreeMBA

Industry Keywords

Financial ServicesEnterprise Accounting SoftwareBusiness StrategiesOrganizational ProcessesPerformance Tracking

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Provide financial leadership for a specialized sub-segment with moderate complexity
Ensure accurate reporting and contribute to tactical execution and planning
Align financials with operational goals within a defined scope
Support performance tracking and variance analysis
Assist in preparing forecasts and financial plans
Collaborate with business partners to support financial decision-making
Maintain documentation and ensure data integrity

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance, or equivalent education and related training
Eight years of relevant accounting or finance experience including complex financial analysis
Ability to work independently with minimal guidance
Proactive in completing tasks and producing deliverables
Comprehensive understanding of business and organizational strategies and processes
Ability to build consensus through communication and presentation of factual and relevant information
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Sound and logical decision-making abilities
Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment
Familiarity with GAAP
High proficiency in Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products
Financial Modeling experience
Must be located in Charlotte, NC or Atlanta, GA
Must work in the office 5 days per week
English language fluency required
Preferred: Supervisory experience; CPA, CMA, or CFA; Master’s degree or MBA; specific financial services or specialized industry experience
Preferred: Proficiency in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software
Preferred: Experience with macros/VBA

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year of employment (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (position/division dependent)
Restricted stock units (position/division dependent)
Deferred compensation plan (position/division dependent)