Truist Financial
Senior Financial Director II- Wholesale & Payments Technology
Truist Financial, Charlotte, North Carolina, United States, 28245
Truist Financial
Senior Financial Director II – Wholesale & Payments Technology
Location:
Charlotte, NC
Employment Type:
Full Time
Date Posted:
12/19/2025
ESSENTIAL DUTIES AND RESPONSIBILITIES
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.
Mentor analysts and contribute to team development.
Coordinate with cross‑functional teams to support business initiatives.
Partner with other Finance colleagues to execute strategies across both Technology, Data, and Operations Finance as well as Wholesale Segment Finance.
REQUIRED QUALIFICATIONS
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.
Experience and business vision to provide leadership to support 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 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 QUALIFICATIONS
Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
Master's degree of MBA.
Specific financial services or specialized industry experience.
Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
Experience with macros/VBA.
BENEFITS All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated) during their first year of employment, 10 sick days, and paid holidays. Additional benefits may include deferred compensation, restricted stock units, or a pension plan depending on division and position.
EEO STATEMENT Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law. E-Verify IER Right to Work
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Senior Financial Director II – Wholesale & Payments Technology
Location:
Charlotte, NC
Employment Type:
Full Time
Date Posted:
12/19/2025
ESSENTIAL DUTIES AND RESPONSIBILITIES
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.
Mentor analysts and contribute to team development.
Coordinate with cross‑functional teams to support business initiatives.
Partner with other Finance colleagues to execute strategies across both Technology, Data, and Operations Finance as well as Wholesale Segment Finance.
REQUIRED QUALIFICATIONS
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.
Experience and business vision to provide leadership to support 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 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 QUALIFICATIONS
Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
Master's degree of MBA.
Specific financial services or specialized industry experience.
Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
Experience with macros/VBA.
BENEFITS All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated) during their first year of employment, 10 sick days, and paid holidays. Additional benefits may include deferred compensation, restricted stock units, or a pension plan depending on division and position.
EEO STATEMENT Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law. E-Verify IER Right to Work
#J-18808-Ljbffr