Senior Financial Director – Risk Management

Truist

. Serve as the primary Finance partner to the Chief Risk Officer and Risk Management leadership team .

Posted 9/24/2026full-timeCharlotte • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, analysis, and reporting, with a strong ability to provide strategic insights and recommendations to senior leadership. Proficient in leading budgeting processes, financial modeling, and fostering collaboration across finance and risk management functions.

Highest-signal resume keywords

Financial Planning And AnalysisBudgeting And ForecastingLeadership And Talent DevelopmentGAAP ComplianceFinancial Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Financial AnalysisFinancial ReportingExpense ManagementInvestment AnalysisData VisualizationAnalytical SolutionsExecutive ReportingPerformance InsightsResource PrioritizationDecision Support

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationAnalytical Problem-SolvingConsensus BuildingTeam Collaboration

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft OutlookPower BITableauEssbase/HyperionEPM/BPCHTMLMacros/VBA

Certifications & Qualifications

CPACMACFAMaster's DegreeMBA

Industry Keywords

Financial ServicesRisk ManagementEnterprise PlanningPerformance ManagementCCAR

Tech Stack

Tools & technologies

TableauVBA

About the role

Key responsibilities & impact

Serve as the primary Finance partner to the Chief Risk Officer and Risk Management leadership team
Provide strategic advice, financial planning and analysis, performance insights, and decision support
Lead budgeting, forecasting, long-range planning, investment analysis, expense management, and resource prioritization
Translate complex financial and operational information into executive recommendations
Support decisions involving strategy, transformation, workforce, technology investments, capacity, and expense efficiency
Coordinate across Risk Management and Finance to align plans, forecasts, and management information
Collaborate across the Finance division to ensure financial integrity and sound controls and procedures
Support reporting and analysis for the Board of Directors, Investor Relations, and regulatory agencies
Coordinate financial analysis and reporting workflow within the team
Provide leadership, talent development, mentoring, and work review for team members
Foster diversity and inclusion across the organization
Document and communicate reporting workflow and data-source changes
Identify and resolve technical, operational, risk management, business, and organizational challenges
Prepare and review materials for senior leadership summarizing issues and solutions
Lead assigned lines of business through the annual planning process and develop annual budgets
Coordinate between Corporate Financial Planning, Financial Executives, and assigned lines of business
Serve as centralized contact for CCAR and stress test data submissions
Provide financial support and complete assigned projects with minimal direction
Prepare presentations for new business or product initiatives, financial results, budgets, and corporate plans
Maintain management reports and support strategic planning processes
Coordinate annual IT Strategic Project processes and work with Enterprise Support Services and IT
Provide financial analysis and operational support for merger and acquisition opportunities
Serve on special line-of-business projects as requested

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
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 LOBs
High proficiency in Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products
Financial modeling experience
English language fluency required
Preferred: supervisory, team leadership, or talent development experience
Preferred: CPA, CMA, CFA, or other relevant professional designation
Preferred: Master's degree or MBA
Preferred: financial services, risk management, or other relevant specialized industry experience
Preferred: experience with enterprise planning and performance-management platforms such as Essbase/Hyperion, EPM/BPC, or comparable tools
Preferred: experience developing financial models, analytical solutions, dashboards, or executive reporting using data visualization and automation tools such as Power BI, Tableau, HTML, macros/VBA, or comparable technologies
Preferred: ability to translate complex financial and operational data into clear visual insights and actionable recommendations for senior leadership

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
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