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Wholesale Technology CFO - Senior Financial Officer I

Truist
United Statesfull_timeVerifiedPosted 12 May 2025

About the role

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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.  Unde

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Company

Truist

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