Senior Financial Manager- Contact Center

Truist Bank • Charlotte, NC

20h • Onsite

About The Position

This role serves as a strategic financial consultant to our contact center leaders, providing financial analysis and guidance for high-impact decisions including new strategic initiatives, business case development, profitability, and investment/divestiture opportunities. Leads financial performance reviews, prepares executive-level insights, and owns the development of short- and long-term forecasts and the annual financial plan. Operates with a high degree of independence and strategic influence. This role ensures accurate financial reporting, contributes to tactical execution, and helps align financials with operational goals. Prior call center experience is preferred

Requirements

• Bachelor’s degree in financial-related discipline, or equivalent education and related training 3-5 years of experience in financial management at a large financial institution.
• Strong work ethic and unyielding commitment to quality.
• Strong verbal and written skills; ability to communicate effectively with subordinates, peers, and superiors within the Corporation, as well as appropriate individuals external to the Corporation.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Nice To Haves

• Eight years of relevant accounting or finance experience that includes complex financial analysis.
• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master's degree or MBA
• Specific financial services or call center support
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.
• Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
• Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
• Strong analytical and problem-solving skills .
• Sound and logical decision-making abilities.
• Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
• Familiarity with GAAP. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.
• Prior call center support experience

Responsibilities

• Provide financial leadership and contribute to tactical execution and planning.
• Lead financial performance reviews and prepare executive-level financial insights.
• Own development of short- and long-term forecasts and the annual financial plan in collaboration with call center leaders
• Provide financial guidance for new initiatives, business case development, and investment opportunities.
• Ensure data integrity, reporting accuracy and develop cost allocations
• Coordinate with cross-functional teams to support strategic initiatives.
• Ensure compliance with GAAP and internal financial controls.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees