Finance Tech Innovation & Strategy Leader

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 youll 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 wont receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

This role leads the strategy prioritization and execution of technology-enabled innovation across Finance. This role partners with Finance Technology Data Risk and enterprise transformation teams to identify practical opportunities to modernize Finance processes improve data and reporting capabilities scale AI and automation strengthen controls and deliver measurable business outcomes.
The leader serves as a senior Finance translator between business priorities and technology delivery ensuring innovation is grounded in Finance needs aligned to enterprise standards and adopted in a disciplined well-controlled manner.

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. Define and maintain the Finance technology innovation strategy and roadmap including AI automation data reporting forecasting workflow and process modernization priorities.
2. Translate Finance pain points and strategic priorities into clear technology data and automation opportunities with defined value risk scope sequencing and adoption plans.
3. Identify prioritize and scale high-value AI and automation use cases that improve productivity insight generation control quality speed and teammate experience.
4. Partner with Technology Data Risk Controls Model Risk Legal Sourcing and Finance teams to ensure solutions are practical secure compliant and aligned with enterprise standards.
5. Establish governance intake routines prioritization criteria success metrics and value tracking for Finance innovation initiatives.
6. Provide executive recommendations on investment priorities vendor options delivery approaches risks dependencies and operating model implications.
7. Champion responsible adoption of new tools and capabilities across Finance through change leadership communication training and disciplined execution.

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. Bachelors degree in Finance Accounting Business Technology Data Analytics or related field or equivalent education and related training.
2. 12 years of experience in Finance financial services finance transformation technology strategy data and analytics AI/automation enablement consulting or related roles.
3. Experience leading cross-functional initiatives across Finance Technology Data Risk Controls and business teams.
4. Demonstrated ability to shape strategy build business cases prioritize complex work and deliver measurable outcomes through technology-enabled change.
5. Strong understanding of Finance processes data flows reporting forecasting controls governance and technology-enabled operating models.
6. Executive communication stakeholder influence structured problem solving change leadership and team leadership skills.

Preferred Qualifications:
1. Advanced degree or relevant certification such as CPA CFA PMP Agile/Product Owner Lean Six Sigma or data/analytics certification.
2. Experience with ERP modernization cloud finance platforms planning and forecasting tools management reporting workflow automation AI machine learning or emerging technology adoption.
3. Banking or financial services experience across Accounting Treasury FP&A Regulatory Reporting Risk Controls or Audit environments.
4. Experience working with vendor partners technology delivery teams product teams or enterprise innovation functions.

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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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