Enterprise Technology Senior Financial Officer III

4 weeks ago

Charlotte, North Carolina, United States Truist Inc Full time

Job Summary:

The Enterprise Technology Senior Financial Officer III will serve as a strategic advisor to the Chief Information Officer, providing decision support through financial forecasting and establishing financial performance metrics that align with corporate and enterprise technology strategic objectives.

This position will lead and foster collaboration across Enterprise Technology, the Finance division, and key stakeholders to establish robust controls and procedures, ensuring the accuracy and integrity of the Enterprise Tech financials.

Responsibilities:

  • Lead the financial analysis and reporting process workflow for the Enterprise Technology Finance team.
  • Provide strategic finance advisory to drive business performance, serving as a member of the CIO's senior leadership team.
  • Provide leadership, talent development, and mentoring for team members to improve their technical expertise, performance, and career growth.
  • Foster a team environment that promotes diversity and inclusion broadly across the organization.
  • Ensure changes to reporting process workflow and/or data source are documented and communicated to downstream reporting groups.
  • Identify and resolve technical, operational, risk management, business, and organizational challenges.
  • Understand and exemplify Truist's risk appetite, adhering to both the letter and spirit of applicable corporate policies, procedures, processes, standards, and regulatory/compliance requirements.
  • Prepare and review materials to senior leadership, summarizing issues and communicating solutions.
  • Lead the Enterprise Technology through the annual financial planning process, including rationalizing corporate Plan allocated to Enterprise Technology and adjustments for organizational changes or reinvestments.
  • Work closely with Executive Leadership and Enterprise Technology Senior Leadership to develop the annual budget.
  • Serve as a central coordination point between the Corporate Financial Planning & Analysis, Financial Executives, and Enterprise Technology executive leaders to incorporate corporate directives into the financial plans.
  • Work closely with Enterprise Technology Senior Leadership to ensure their agreement with and incorporate their directives into the division's overall financial plan.
  • Provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction.
  • Support the quarterly regulatory filings (Annual 10-K and quarterly 10-Q's) through the gathering of reporting data from Enterprise Technology.
  • Develop an error-free documentation trail to support the submission of the data and meet the various submission deadlines.
  • Manage the accounting responsibilities for Enterprise Technology.

Requirements:

  • Bachelor's degree in Finance or Accounting, or equivalent education and related training.
  • Fifteen years of relevant finance or accounting experience, including complex financial analysis and leadership/supervision of finance teams.
  • Incumbent must possess significant industry experience and business vision to provide leadership support to the division manager and Executive leadership.
  • Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
  • High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
  • Financial Modeling experience.
  • Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
  • Master's degree or MBA.
  • Specific financial services or specialized industry experience, including corporate development.
  • Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
  • Experience with macros/VBA.

Benefits:

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. 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.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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