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Enterprise Technology – Financial Planning & Analysis Leader

Truist
United Statesfull_timeVerifiedPosted 16 Jun 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.

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 dire

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Company

Truist

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