Head of Financial Management Reporting Systems and Strategy

Company: Truist Bank
Location: Charlotte
Posted on: April 1, 2026

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. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Head of FP&A and Management Reporting Systems Strategy provides senior leadership for the strategy, roadmap, and evolution of Enterprise Finance forecasting, planning, and management reporting platforms at Truist. The role defines how FP&A and management reporting capabilities are designed, integrated, and advanced over time to support executive decision making, performance management, and enterprise insight, with a focus on business systems strategy and product direction for core Enterprise Finance analytics, reporting, and profitability capabilities. 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. Enterprise Finance Systems Strategy & Governance • Define and maintain the Enterprise Finance systems strategy for forecasting, planning, management reporting, cost transparency and profitability analytics, including the responsible adoption of advanced analytics and AI enabled capabilities. • Establish a clear future state vision and capability roadmap for Enterprise Finance systems, including sequencing, dependencies, and strategic priorities, fully aligned with Truist’s overall multi-year Finance Technology direction. • Identify opportunities to simplify, modernize, enable appropriate automation and better integrate Enterprise Finance platforms while ensuring governance, controls, and alignment with Accounting, Financial Systems, and enterprise architecture standards. • Serve as the primary Enterprise Finance voice on systems direction, representing Enterprise Finance interests in enterprise governance and roadmap discussions. Management Reporting, Analytics & Decision Enablement • Shape and advance the Enterprise Finance approach to management reporting, performance measurement, and analytics, ensuring information is decision useful for senior leaders. • Partner across Enterprise Finance to strengthen client profitability, cost transparency, and performance attribution capabilities that support strategic and operational decision making. • Ensure management reporting and analytics capabilities are scalable, consistent, and aligned with enterprise data standards, enabling reliable insight across the organization. Cross Functional Partnership & Governance • Partner as One Team with Accounting, Financial Systems, Technology, Data, Treasury, and Business Unit Finance leaders to ensure alignment across the Finance ecosystem. • Partner with Technology and Data teams to ensure AI enabled Finance capabilities are developed and deployed in alignment with enterprise data, risk, and model governance standards. • Ensure systems strategy decisions appropriately account for GAAP reporting dependencies, SOX controls, and ERP integrations, without assuming ownership of those platforms. • Participate in Finance and Technology governance forums to represent Enterprise Finance (FP&A, management reporting/profitability, LOB CFO) priorities. Team Leadership • Foster a culture of strategic thinking, disciplined execution, and continuous improvement consistent with Truist values. 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. 15 years of progressive experience in FP&A, management reporting, profitability analytics, or Enterprise Finance systems strategy. 2. Strong understanding of bank / financial services corporate finance and accounting technical concepts 3. Demonstrated success leading Finance systems strategy, product roadmaps, or large scale Finance transformation initiatives. 4. Deep understanding of planning and forecasting platforms, management reporting tools, and profitability / cost analytics frameworks. 5. Strong ability to influence across matrixed Finance, Accounting, Technology, and Data organizations. 6. Proven people leadership experience. Preferred Qualifications: 1. MBA, CPA, or comparable advanced degree. 2. Experience with platforms such as SAP BPC, OneStream, OFSAA, Apptio, Essbase, or similar Enterprise Finance tools 3. Experience operating in regulated financial services environments with strong control and governance expectations. 4. Product ownership or strategic roadmap leadership experience in Agile or hybrid delivery environments. 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. EEO is the Law E-Verify IER Right to Work

Keywords: Truist Bank, Greensboro , Head of Financial Management Reporting Systems and Strategy, IT / Software / Systems , Charlotte, North Carolina