Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

111

Please review the following job description:

Individual contributor role reporting to the Senior Financial Director. Leads financial planning, analysis, and governance activities supporting Technology and Operations functions within a regulated banking environment. Partners cross-functionally with Finance, Technology, Data, and Risk to deliver actionable insights, ensure strong financial controls, and enable data-driven decision making.

LOCATION:

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

Please note: candidate must be located in one of the following locations:

• Charlotte, NC

• Atlanta, GA

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. Lead monthly, quarterly, and annual forecasting processes for assigned Technology and Operations portfolios.

2. Develop driver-based financial models supporting headcount, vendor spend, and investment planning.

3. Ensure compliance with Truist financial policies, including expense management, capitalization for internally developed software, and internal controls. 4. Build and maintain total cost of ownership views across support functions, including labor, vendor, and infrastructure costs.

5. Analyze variances, identify trends, and provide actionable recommendations to senior leadership.

6. Deliver scalable reporting and automate recurring processes using enterprise tools (e.g., Excel, Power BI).

7. Support finance transformation initiatives, including process improvement, automation, and emerging AI-driven analytics capabilities.

8. Communicate complex financial information clearly in both written and oral form to senior leaders and key stakeholders across business functions and finance organizations.

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. Experience supporting Technology and/or Operations organizations.

2. Prior experience building or managing total cost of ownership frameworks for support functions.

3. Knowledge of capitalization policies for internally developed software (e.g., labor capitalization, project vs. BAU classification).

4. Experience with resource management forecasting, including headcount and contractor modeling.

5. Exposure to agentic AI, automation, or advanced analytics use cases in Finance.

6. Experience partnering across Finance, Technology, Data, and Risk in a matrixed environment.

7. 6+ years of progressive experience in finance, FP&A, or related analytical roles.

8. Strong proficiency in financial modeling, forecasting, and variance analysis. 9. Advanced Excel skills; working knowledge of enterprise reporting tools (e.g., Power BI, Tableau, or similar).

10. Demonstrated experience working in a regulated, control-focused environment.

11. Strong understanding of financial controls, governance, and risk management practices.

12. Effective written and verbal communication skills with the ability to present to and influence senior leaders.

13. Proven ability to manage multiple priorities and deliver under tight deadlines.

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.