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Finance Strategic Initiatives Manager at Truist in Charlotte, NC
Job Description
Finance Strategic Initiatives Manager
Location: Charlotte, NC
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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:
The Finance Strategic Initiatives Manager is responsible for leading the design, execution, and continuous evolution of Finance's workforce optimization and operating model strategy. This role partners across Finance leadership, Human Resources, Technology, and Enterprise Functions to develop scalable service delivery models, enhance organizational effectiveness, and drive sustainable efficiency while maintaining strong control and risk management standards.
The ideal candidate brings a deep understanding of core Finance functions, including accounting, financial planning and analysis, regulatory and management reporting, controllership, treasury support, and finance operations. Leveraging this foundation, the Finance Strategic Initiatives Manager evaluates current-state processes, organizational structures, and service delivery approaches to identify opportunities for simplification, automation, centralization, outsourcing, and global delivery optimization.
This role serves as a strategic advisor to senior Finance leaders, helping shape future-state operating models that improve performance, capacity, talent deployment, and cost effectiveness. The position requires strong analytical, transformation, and change leadership capabilities, with the ability to translate enterprise strategy into practical workforce and operating model solutions that enable Finance to meet evolving business, regulatory, and stakeholder expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Oversee project portfolios, aligning strategic initiatives with business goals while proactively identifying, assessing, and mitigating project risks across programs.
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 a relevant field, or an equivalent combination of education and work experience.
2. 10-12 years progressive related experience in consulting, project management, process improvement, or financial services related role.
3. Experience managing with strong leadership, coaching, and team building skills.
4. Demonstrate strong mastery of all computer applications, inclusive of Microsoft Office software products.
5. Excellent analytical and strategic thinking skills, to develop and deliver innovative solutions.
6. Facilitation skills to lead teams in problem solving.
7. Strong organizational and time management skills.
8. Ability and willingness to learn and adapt as needs of the job change
9. Interpersonal skills to allow effective working relationships with teammates at every level in the Organization and the ability to mentor and coach less experienced teammates.
Preferred Qualifications:
1. Advanced degree in a relevant field of work (e.g., MBA, PMP)
2. Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies
3. Experience implementing large/complex initiatives and project management
4. Prior experience in or related to Finance, Audit, or Risk Management
General 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 our Benefits site. 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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