Truist

Senior Financial Manager – Contact Center

Truist

full-time

Posted on:

Location Type: Office

Location: Charlotte • North Carolina • Virginia • United States

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Job Level

Senior

Tech Stack

VBA

About the role

  • Serve as a strategic financial consultant to contact center leaders
  • Provide financial analysis and guidance for high-impact decisions
  • Lead financial performance reviews and prepare executive-level insights
  • Own development of short- and long-term forecasts and the annual financial plan
  • Ensure accurate financial reporting and align financials with operational goals
  • Coordinate with cross-functional teams to support strategic initiatives
  • Ensure compliance with GAAP and internal financial controls

Requirements

  • Bachelor’s degree in financial-related discipline or equivalent education and related training
  • 3-5 years of experience in financial management at a large financial institution
  • Strong verbal and written skills; ability to communicate effectively
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Eight years of relevant accounting or finance experience that includes complex financial analysis (preferred)
  • Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst (preferred)
  • Master's degree or MBA (preferred)
  • Specific financial services or call center support (preferred)
  • Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software (preferred)
  • Experience with macros/VBA (preferred)
  • Ability to work independently with minimal guidance (preferred)
  • Strong analytical and problem-solving skills (preferred)
  • Familiarity with GAAP (preferred)
Benefits
  • Medical, dental, vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401k plan
  • No less than 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan (depending on position)
  • Restricted stock units (depending on position)
  • Deferred compensation plan (depending on position)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisfinancial forecastingfinancial reportingcomplex financial analysismacrosVBAGAAPinternal financial controlsfinancial management
Soft Skills
communication skillsanalytical skillsproblem-solving skillsindependenceleadership
Certifications
Certified Public AccountantCertified Management AccountantChartered Financial AnalystMaster's degreeMBA