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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serve as a strategic business consultant to specified lines of business (LOBs), providing centralized guidance, oversight, and coordination between the LOBs and Financial Management over daily accounting, month-end close, monthly forecasting, profit planning and capital expenditure business case development, modeling and validation. Coordinate preparation and validation/approval of financial information provided to Internal/External/Regulatory Reporting for use in 10-Q/10-K, Call Reports, Y-9C and Pillar 3 reporting, among others. Provide financial analysis and guidance to support key decisions and initiatives that may include new product development, pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepares management information and insights to guide decision making and evaluates financial performance vs. plan, prior periods, and the strategic plan.

The Wholesale Technology CFO will be responsible for partnering with the CIO and CFO organizations for the Wholesale Banking business including Commercial Banking, Commercial Real Estate, Truist Securities, and Truist Wealth. This role will have ownership and oversight for all financial management processes/activities and P&L accountability for Wholesale Technology. This highly visible role will drive forecasting and planning, month-end, executive financial reporting and analysis, workforce management, vendor management, portfolio financial management, allocations, and articulating financial drivers and strategy to Wholesale leaders regularly. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to tell the story behind the numbers will be critical for this role. Additionally, this role will require leadership and the ability to influence/partner and drive technology financial decisions with senior stakeholders across Wholesale Banking.

LOCATION:

**Truist ‘in office’ requirement is 4 days per week (1 day remote)**

Please note: candidate must be located in *or* willing to self-relocate to one of the following locations:

Charlotte, NC
Atlanta, GA

**No full remote or relocation assistance available at this time**

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
2. Senior Financial Manager role that coordinates financial analysis and reporting process workflow within team. Provide leadership, talent development, and mentoring for team members to improve their own technical expertise; review and approve work of other team members. Foster a team environment that promotes diversity and inclusion broadly across the organization. Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.
3. Identifies and resolves technical, operational, risk management, business, and organizational challenges. Understands & exemplifies Truist's risk appetite; adheres to both the letter and spirit of applicable corporate policies, procedures, processes, standards and regulatory/compliance requirements. Takes a new perspective on existing solutions to propose innovative solutions. Establishes long-term solutions for continuous improvement. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.
4. Lead assigned LOBs through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments. This includes working closely with Executive Management and LOB Senior Leadership to develop the annual budget. Serve as central coordination point between the Corporate Financial Planning department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans. Work closely with LOB Senior Leadership to ensure their agreement with, and incorporate their directives into, the division's overall financial plan.
5. Serve as the centralized contact point for the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions and provide feedback to the LOBs on the data submitted.
6. Work closely with LOB Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction. Responsibilities may include preparation of presentations regarding new business or product initiatives, financial results of the LOB group, budget and corporate plan results, preparation and maintenance of various management reports, support and coordination of the strategic planning processes for the assigned LOB units, support and coordination of the annual IT Strategic Project process, coordination with Enterprise Support Services and IT in carrying out their responsibilities for assigned LOBs; financial analysis and operational support for merger and acquisition opportunities, and serve on special LOB projects as requested.

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Accounting or Finance, or equivalent education and related training.
2. Ten years of relevant accounting or finance experience that includes complex financial analysis.
3. Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
4. Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
9. 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:

1. Supervisory experience
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Master's degree of MBA
4. Specific financial services or specialized industry experience.
5. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
6. Experience with macros/VBA.
7. Experience partnering in either a Finance or Business Management leadership capacity and providing financial insights/recommendations to senior management
8. Advanced PowerPoint skills and creating executive materials and decks
9. Ability to present information in a clear and concise manner that tells the story behind the financials in a factual and compelling way
10. Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
11. Excellent time management skills and ability to multi-task and handle competing priorities under pressure
12. Demonstrated track record of successfully building organizational capability including high performing teams, process, and technology

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

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