Provides senior leadership for the strategy, roadmap, and evolution of Enterprise Finance forecasting, planning, and management reporting platforms at Truist
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
Shapes and advances the Enterprise Finance approach to management reporting, performance measurement, and analytics
Partners across Enterprise Finance to strengthen client profitability, cost transparency, and performance attribution capabilities that support strategic and operational decision making
Partners 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
Participates in Finance and Technology governance forums to represent Enterprise Finance priorities
Fosters a culture of strategic thinking, disciplined execution, and continuous improvement consistent with Truist values

15+ years of progressive experience in FP&A, management reporting, profitability analytics, or Enterprise Finance systems strategy
Strong understanding of bank / financial services corporate finance and accounting technical concepts
Demonstrated success leading Finance systems strategy, product roadmaps, or large scale Finance transformation initiatives
Deep understanding of planning and forecasting platforms, management reporting tools, and profitability / cost analytics frameworks
Strong ability to influence across matrixed Finance, Accounting, Technology, and Data organizations
Proven people leadership experience
MBA, CPA, or comparable advanced degree is preferred
Experience with platforms such as SAP BPC, OneStream, OFSAA, Apptio, Essbase, or similar Enterprise Finance tools
Experience operating in regulated financial services environments with strong control and governance expectations
Product ownership or strategic roadmap leadership experience in Agile or hybrid delivery environments

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation during the first year of employment
10 sick days
Paid holidays
Possible eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan

Head of Financial Management Reporting Systems

Key skills