Head of FP&A - Enterprise Tech, Ops and Functions

Company: Truist Financial Corporation
Location: Charlotte
Posted on: May 20, 2025

Job Description:

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:The position is a senior leadership role with primary responsibility for directing and managing all aspects of financial planning and forecasting activities for Enterprise Technology, Ops and Functions. The leader will perform a key role in providing financial, operating, and business insight to enable strong strategic and financial decision making by the Executive Leadership.

The position partners closely with multiple stakeholders at Truist - including Executive Leadership, Line of Business and Functional CFOs/SFOs, Corporate Treasury, Risk Management, Enterprise Expense Management, Corporate Strategy, amongst others. The leader must be a 360-degree thinker with strong communication and influencing skills.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. Lead and manage the monthly corporate forecasting processes for specified lines of business (LOBs) and Enterprise Functions
a. Lead review of Line of Business and functional inputs to understand trends, risks, and opportunities
b. Refine processes each month with the goal of producing accurate and 50/50 forecasts
c. Standardize, digitize, automate, and/or centralize as much of process as possible to allow for SFOs/forecasters to focus on higher value-added activities
d. Evaluate and consider implementation for alternative forecasting models and tools that can replace, supplement, or provide effective challenge to Lines of Businesses and functions
e. Communicate guidance and expectations clearly to end-users / forecasters
f. Actively participate in month-end close efforts in partnership with Corporate Accounting
g. Ensure strong partnership with Corporate Finance and Performance Management and Investor Relations in the creation of quarterly and annual guidance
2. Responsible for developing the annual budget and 3-year strategic plans, in addition to longer-term forecasts when needed
a. Conduct ad-hoc Scenario analysis that incorporates upside/downside economic scenarios in addition to other alternative scenarios
3. Create high quality financial reporting (standard and ad-hoc) to Executive Leadership to ensure clarity on financial performance trajectory, including risks and opportunities for respective LOBs and Enterprise Functions
a. Perform variance analysis comparing actual results to plan, recent forecasts, external guidance, and consensus
b. Provide insightful variance explanations to Executive Leadership for performance assessment and strategic decision-making
4. Conduct financial analysis, as needed, to evaluate BAU activities, organic revenue and/or cost saving opportunities, M&A activities, and/or investment opportunities
5. Ensure strong performance of financial systems and databases, including opportunities for automation, in partnership with Accounting & Reporting, Controllers, and SFOs
a. Lead improvements to the planning and forecasting system based on input from key business partners. Partner with Enterprise Technology to implement changes and lead the training of the enhancements.
6. Ensure strong governance framework including strong execution & maintenance of key policies, procedures, and controls
7. Lead and build a high-performing team that works well together, has clear roles/responsibilities/expectations, is empowered to continuously improve, is highly engaged and cares for each other
a. Work across Corporate Finance and Strategy, Line of Business CFOs, Corporate Treasury, Accounting/Reporting/Tax and other teams to ensure alignment - vertical, horizontal, and diagonal leadership required
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 Business or Finance, or equivalent education and related training
2. 10+ years of experience in financial analysis, corporate finance; good understanding of banking industry
3. Intellectually curious and a critical thinker- wants to understand the 'why', listens well, and asks good questions
4. Demonstrates exceptional analytical skills, coupled with strong data visualization skills to effectively communicate recommendations by presenting complex concepts/ideas in concise, easy-to-understand terms to senior leadership.
5. Strong organizational skills and ability to multi-task; possess a strong work ethic and unyielding commitment to detail, excellence, and quality
6. 10+ years of financial institution / bank experience
7. Vision and drive to evaluate processes and reporting for efficiency, effectiveness, and continuous improvement
8. Demonstrated ability to be flexible and adaptive in a fast-paced and dynamic work environment
9. Strong interpersonal and communication (verbal and written) skills
10. Demonstrated proficiency in basic computer applications, including Microsoft Office software productsPreferred Qualifications:
1. Thorough knowledge of banking and financial services industry, including technical aspects of regulated financial institutions - including net interest income/margin, interest rates, balance sheet, capital, liquidity, etc.
2. Knowledge of financial industry business practices and banking corporate finance practices
3. Strong understanding and knowledge of financial systems, such as SAP BPC or Oracle Hyperion
4. Mastery of financial tools, practices, concepts, and systems used by Truist
5. CPA, CFA, and/or similar accreditation is a plusGeneral 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 . 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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Keywords: Truist Financial Corporation, Huntersville , Head of FP&A - Enterprise Tech, Ops and Functions, Accounting, Auditing , Charlotte, North Carolina