Head of Financial Management Reporting Systems
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • United States
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Job Level
About the role
- Provides senior leadership for the strategy, roadmap, and evolution of Enterprise Finance forecasting, planning, and management reporting platforms at Truist
- Defines how FP&A and management reporting capabilities are designed, integrated, and advanced over time to support executive decision making, performance management, and enterprise insight
- Shapes and advances the Enterprise Finance approach to management reporting, performance measurement, and analytics
- Partners across Enterprise Finance to strengthen client profitability, cost transparency, and performance attribution capabilities that support strategic and operational decision making
- Partners with Technology and Data teams to ensure AI enabled Finance capabilities are developed and deployed in alignment with enterprise data, risk, and model governance standards
- Participates in Finance and Technology governance forums to represent Enterprise Finance priorities
- Fosters a culture of strategic thinking, disciplined execution, and continuous improvement consistent with Truist values
Requirements
- 15+ years of progressive experience in FP&A, management reporting, profitability analytics, or Enterprise Finance systems strategy
- Strong understanding of bank / financial services corporate finance and accounting technical concepts
- Demonstrated success leading Finance systems strategy, product roadmaps, or large scale Finance transformation initiatives
- Deep understanding of planning and forecasting platforms, management reporting tools, and profitability / cost analytics frameworks
- Strong ability to influence across matrixed Finance, Accounting, Technology, and Data organizations
- Proven people leadership experience
- MBA, CPA, or comparable advanced degree is preferred
- Experience with platforms such as SAP BPC, OneStream, OFSAA, Apptio, Essbase, or similar Enterprise Finance tools
- Experience operating in regulated financial services environments with strong control and governance expectations
- Product ownership or strategic roadmap leadership experience in Agile or hybrid delivery environments
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation during the first year of employment
- 10 sick days
- Paid holidays
- Possible eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
FP&Amanagement reportingprofitability analyticsEnterprise Finance systems strategyplanning and forecasting platformsmanagement reporting toolsprofitability analytics frameworksFinance transformation initiativesAgilehybrid delivery
Soft Skills
strategic thinkingdisciplined executioncontinuous improvementinfluencepeople leadership
Certifications
MBACPA