Truist · 5 hours ago
Financial Manager
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
5+ years expTruist is a financial services company seeking a Financial Manager to lead and manage financial analysis and reporting activities. The role involves directing staff, ensuring compliance with corporate policies, and providing strategic financial insights to senior leadership.
BankingFinanceFinancial Services
Responsibilities
Direct and manage junior to experienced staff in the performance of a variety of financial analysis and reporting activities
Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes
Provide training and guidance to subordinates with respect to understanding, analyzing and reporting financial activity and metrics
Monitor assigned activities for compliance with established corporate and accounting policies and standards
Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management
Communicate deadlines and data submission requirements to other departments to ensure timely and accurate preparation of such analyses
Bring inconsistencies and problems to the attention of senior management
Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership
Provide financial analysis for projects/initiatives with potential financial reporting impact
Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures
Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies
Compile, review, analyze, and submit timely and accurate monthly reporting related to the company’s financial performance or strategy
Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives
Interpret and summarize results and trends for Senior Leadership
Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents
Take a new perspective on existing solutions to propose innovative solutions
Prepare and review materials to senior leadership summarizing issues and communicating solutions
Review monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness
Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates
Develop and perform testing of economic models as necessary
Maintain necessary documentation of source data, ensuring adequate support of data integrity
Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility
Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility
Deepen understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts
Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work
Maintain relationships with cross-functional departments to broaden knowledge and solve more complex situations
Coordinate with internal and external audits and examinations
Assist in risk management governance and business continuity planning processes as necessary
Qualification
Required
Bachelor's degree in Accounting or Finance, or equivalent education and related training
Five years of relevant accounting or finance experience that includes complex financial analysis
Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis
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
Ability to work well with others in a dynamic, team-oriented environment
Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products
Preferred
Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
Master's degree in Business Administration
Specific financial services or specialized industry experience
Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software
Experience with macros/VBA
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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