Financial Director II – Core Technology & Operations

Truist

. Provide targeted financial leadership for a specialized Core Technology & Operations sub-segment .

Posted 10/23/2026full-timeCharlotte • North Carolina • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial leadership, complex financial analysis, and compliance with regulatory requirements while effectively mentoring teams and collaborating across functions to drive strategic initiatives and operational goals.

Highest-signal resume keywords

Financial LeadershipComplex Financial AnalysisGAAP ComplianceFinancial ModelingTeam Mentorship

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ReportingInvestment EvaluationOperational StrategyDecision-MakingAnalytical SkillsProblem-SolvingFinancial ModelingMicrosoft ExcelMicrosoft PowerPoint

Soft Skills

Communication SkillsTeam CollaborationConsensus BuildingLeadership SkillsPresentation Skills

Tools & Technologies

EssbaseHyperionEPMBPCMacrosVBA

Certifications & Qualifications

Certified Public AccountantCertified Management AccountantChartered Financial AnalystMaster's DegreeMBA

Industry Keywords

Financial ServicesCore TechnologyOperations FinanceWholesale SegmentBusiness Strategy

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Provide targeted financial leadership for a specialized Core Technology & Operations sub-segment
Lead financial reporting and tactical execution aligned with operational goals
Influence financial decisions across functions due to portfolio complexity
Support strategic initiatives, investment cases, and performance evaluations
Ensure compliance with financial policies and regulatory requirements
Mentor analysts and contribute to team development
Coordinate with cross-functional teams to support business initiatives
Partner with Finance colleagues across Technology, Data, and Operations Finance and Wholesale Segment Finance
Focus on operational aspects and investment/project work to execute new demand needs from the Wholesale segment
Advance reporting capabilities and support the team’s growing responsibilities

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance, or equivalent education and related training
Ten years of relevant accounting or finance experience that includes complex financial analysis
Experience and business vision to provide leadership support to the division manager and Executive leadership
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 to interpret and communicate financial analysis
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, including GAAP related to supported lines of business
High proficiency in Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products
Financial modeling experience
Preferred: Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
Preferred: Master’s degree or MBA
Preferred: Specific financial services or specialized industry experience
Preferred: Essbase/Hyperion, EPM/BPC, or other enterprise accounting software
Preferred: Macros/VBA experience

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
10 sick days during the first year of employment, prorated
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division