Truist · 8 hours ago
Tech & Ops Finance Transformation Leader
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruist Bank is seeking a Tech & Operations Finance Transformation Leader to partner closely with Technology & Operations leadership and Business Management teams. This role will provide targeted financial leadership, drive strategic cost transparency, and execute the multi-year Finance transformation agenda for Tech & Ops.
BankingFinanceFinancial Services
Responsibilities
Own and maintain the Tech & Ops Finance transformation roadmap, aligning quarterly and annual priorities to Truist’s broader Finance and Technology strategies
Lead transformation of business as usual finance processes to improve consistency, scalability, controls, and efficiency across forecasting, reporting, funding, and governance
Identify and execute process improvement opportunities to reduce manual work, enhance controls, and improve cycle times
Partner with FP&A, controllership, and central finance teams to ensure alignment to enterprise standards while meeting Tech specific needs
Develop high impact executive level presentations that clearly articulate financial insights, trade offs, progress, and strategic narratives
Serve as a trusted thought partner to senior Tech, Ops, and Finance leaders, translating complex data into clear, decision ready insights
Lead cross functional working sessions and steer executive level alignment on priorities, governance, and outcomes
Identify opportunities to leverage automation, analytics, and modern finance tools to improve data accuracy, efficiency, and transparency
Partner with Technology and Finance transformation teams to modernize finance tooling and reduce Excel based manual processes
Champion continuous improvement and innovative ways of working across the Finance organization
Provide targeted financial leadership for a specialized 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
Manage a team, providing coaching, development, and performance oversight
Coordinate with cross-functional teams to support business initiatives
Qualification
Required
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
Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership
Sound and 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 to business partners in a concise and useful manner
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, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience
Preferred
Prior management consulting experience (strategy, operations, or finance transformation strongly preferred)
Experience implementing or partnering on time‑tracking, cost transparency, or portfolio management tools (e.g., Clarity or similar platforms)
Experience driving automation or digital finance initiatives
Financial services or highly regulated industry background
Proven success leading large‑scale finance or operating model transformations
Strong understanding of Tech financial concepts including CTB/RTB, TCO, capacity management, capitalization, and cost allocation
Exceptional executive presence and communication skills, including the ability to build compelling PowerPoint decks for senior leadership
Demonstrated ability to balance strategic vision with hands‑on execution in complex environments
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 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
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