Chief Financial Officer – Investment Banking, Capital Markets

Truist

CFO for Investment Banking and Capital Markets providing financial expertise and strategic partnership. Leading financial planning and operational support for complex business units and functions.

Posted 7/15/2026full-timeAtlanta • North Carolina • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial strategy, planning, and analysis, with a strong focus on leadership and team development. Proficient in financial modeling and ensuring compliance with GAAP standards while effectively communicating financial insights to stakeholders.

Highest-signal resume keywords

Financial Strategy LeadershipFinancial Planning and ForecastingComplex Financial AnalysisTeam Management and DevelopmentGAAP Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingComplex Financial AnalysisPerformance ManagementFinancial ReportingProfitability AnalysisInvestment Case DevelopmentM&A Opportunities EvaluationInternal ControlsBudgetingForecasting

Soft Skills

Strong Communication SkillsAnalytical Problem-SolvingDecision-Making AbilitiesTeam CollaborationLeadership Skills

Tools & Technologies

Microsoft Office ExcelMicrosoft Office PowerPointMicrosoft Office WordMicrosoft Outlook

Industry Keywords

FinanceAccountingGAAPFinancial IntegrityInvestor RelationsBoard ReportingCross-Functional Decision MakingBusiness StrategyOrganizational StrategyPerformance Oversight

About the role

Key responsibilities & impact

Lead financial strategy and execution for a large and complex line of business.
Provide strategic financial consultation to senior leadership, including pricing, profitability, investment cases, and M&A opportunities.
Own financial planning, forecasting, and performance management processes.
Lead reporting and analysis for key stakeholders including the Board of Directors, Investor Relations, and regulators.
Ensure financial integrity and strong internal controls across the Finance division.
Manage a team of finance professionals, providing coaching, development, and performance oversight.
Influence cross-functional decisions and drive high-impact financial outcomes.

Requirements

What you’ll need

Bachelor's degree in Finance or Accounting, or equivalent education and related training.
Fifteen years of relevant finance or accounting experience that includes complex financial analysis and leadership/supervision of finance teams.
Significant industry 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.
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, 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.

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
paid holidays