Financial Manager

Truist

Financial Manager leading forecasting and financial analysis in regulated banking for Truist. Collaborating across Finance, Technology, Data, and Risk to deliver actionable insights and ensure compliance.

Posted 6/3/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Lead monthly, quarterly, and annual forecasting processes for assigned Technology and Operations portfolios.
Develop driver-based financial models supporting headcount, vendor spend, and investment planning.
Ensure compliance with Truist financial policies, including expense management and internal controls.
Build and maintain total cost of ownership views across support functions.
Analyze variances, identify trends, and provide actionable recommendations to senior leadership.
Deliver scalable reporting and automate recurring processes.
Support finance transformation initiatives, including process improvement and emerging AI-driven analytics capabilities.
Communicate complex financial information clearly to senior leaders and key stakeholders across business functions.

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance, or equivalent education and related training.
Eight years of relevant accounting or finance experience that includes complex financial analysis.
Ability to work independently with minimal guidance.
Sound and comprehensive understanding of business and organizational strategies and processes.
Strong verbal and written communication skills to interpret and communicate financial analysis to business partners.
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.
High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Benefits

Comp & perks

Health insurance
401(k) plan
Paid time off
Vacation days
Sick days
Paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingcomplex financial analysisexpense managementinternal controlsvariance analysistrend identificationreporting automationprocess improvementAI-driven analyticsGAAP

Soft Skills

independent workcommunication skillsanalytical skillsproblem-solving skillsdecision-making abilitiesleadership skillsteam collaborationorganizational strategiesbusiness processesactionable recommendations

Certifications

Bachelor's degree in AccountingBachelor's degree in Finance