Head of Wholesale Finance Advisory

1 day ago

Charlotte, North Carolina, United States Truist Inc Full time
Job Summary

We are seeking a highly experienced and skilled Head of Wholesale Finance Advisory to join our team at Truist Inc. This role will be responsible for leading the Finance Advisory team and delivering strategic finance solutions to the Banking and Payments segment.

Key Responsibilities
  • Lead strategy and execution for strategic finance, partnering closely with Corporate Strategic Finance on impacts to profitability related to financial methodologies.
  • Interpret methodologies to create a clear, common view of client and business profitability for businesses within CIB, Commercial Banking, Commercial Real Estate and Wealth.
  • Lead a team with expertise across the balance sheet (loans / investments / trading / deposits), capital and CCAR, profitability and expense management to provide reporting, analysis and insights to leaders and LoB finance.
  • Translate and summarize financial data into executive materials to drive tangible results tracked through KPIs and deliver against strategic financial objectives.
  • Evaluate performance relative to peers and industry standards.
  • Partner closely with Corporate Finance and LoB partners to ensure Truist methodologies are facilitating industry-leading, competitive pricing and profitability for all lines of business.
  • Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
  • Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Partner closely with FP&A and LoB Finance through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments.
  • Serve as the segment primary point of coordination point between the Corporate Treasury and Corporate Strategic Finance department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans.
  • Work closely with Senior Leadership to ensure their agreement with, and incorporate their directives into, the division's overall financial plan.
  • Serve as the central point for CCAR for the segment, coordinating with 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.
  • Work closely with Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction.
Requirements
  • 12 or more years of experience at a leading financial institution in Finance, FP&A, Corporate Development, Corporate Strategy, Investment Banking, and/or Corporate Treasury.
  • Mastery of theoretical, practical accounting and finance concepts and techniques which impacts profitability (cash flow models, ROE, economic capital, funds transfer pricing, cost allocations, liquidity, stress testing/CCAR, etc.).
  • Mastery of standard banking frameworks, such as Basel III.
  • Ability to influence across a broad spectrum of partners and complexities, including senior executives at the highest level of the bank.
  • Proven professionalism and credibility in the banking industry.
  • Outstanding strategic and tactical critical thinking skills: ability to synthesize complex information to communicate effectively with teammates at all levels.
  • Ability to translate ambiguous concepts into concrete analytical and reporting deliverables with broad applications.
  • Experience implementing major strategic initiatives by articulating a vision, presenting facts and integrating change management capabilities and practices that enable the organization to achieve its objectives.
  • Ability to synthesize forward-looking trends and implications, creatively solve problems and approach situations with a fresh and well thought out perspective.
  • Strong leadership skills; provide direction, lead courageously, influence others and foster teamwork, motivate, coach and develop others while championing change.
  • Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity; drive cross-functional team spread across the enterprise.
  • Executive level communication skills; ability to speak effectively, foster open communication, listen to others and deliver presentations, including persistence and ability to negotiate with and influence executive decisions.
Preferred Qualifications
  • Master's degree in Finance/related field or equivalent education (including extended business leadership training, Banking School Graduate) and related experience.
  • Technical certifications (e.g. Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Financial Risk Manager (FRM)).
Benefits

Truist offers a comprehensive benefits package, including 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.

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.

Truist is a Drug Free Workplace.

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