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Truist Head Wholesale Finance Advisory 
United States, North Carolina, Charlotte 
37019169

11.08.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Lead strategy and execution for Wholesale Banking strategic finance, partnering closely with Corporate Strategic Finance on impacts to profitability related to financial methodologies
  • Interpret methodologies to create a clear, common view of client and business profitability for businesses within CIB, Commercial Banking, Commercial Real Estate and Wealth
  • Lead a team with expertise across the Wholesale balance sheet (loans / investments / trading / deposits), capital and CCAR, profitability and expense management to provide reporting, analysis and insights to Wholesale leaders and Wholesale LoB finance
  • Translate and summarize financial data into executive materials to drive tangible results tracked through KPIs and deliver against strategic financial objectives
  • Evaluate Wholesale performance relative to peers and industry standards
  • Partner closely with Corporate Finance and LoB partners to ensure Truist methodologies are facilitating industry-leading, competitive pricing and profitability for all lines of business
  • Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Partner closely with Wholesale FP&A and LoB Finance through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments. This includes working closely with Executive Management and LOB Senior Leadership to develop the annual budget.
  • Serve as the Wholesale segment primary point of coordination point between the Corporate Treasury and Corporate Strategic Finance department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans. Work closely with Wholesale Banking Senior Leadership to ensure their agreement with, and incorporate their directives into, the division's overall financial plan
  • Serve as the central point for CCAR for the Wholesale Banking segment, coordinating with the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions and provide feedback to the LOBs on the data submitted.
  • Work closely with Wholesale Banking Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction. Responsibilities may include preparation of presentations regarding new business or product initiatives, financial results of the LOB group, budget and corporate plan results, preparation and maintenance of various management reports, support and coordination of the strategic planning processes for the assigned LOB units, support and coordination of the annual IT Strategic Project process, coordination with Enterprise Support Services and IT in carrying out their responsibilities for assigned LOBs; financial analysis and operational support for merger and acquisition opportunities, and serve on special LOB projects as requested.
  • Support the quarterly issuance of the LOB Segment Reporting in the Press Release and regulatory filings (Annual 10-K and quarterly 10-Q's) through the gathering of reporting data from the assigned LOBs. Develop an error-free documentation trail to support the submission of the data and meet the various submission deadlines..
  • Work to create a positive team environment with an open communication culture. Delegate tasks and set deadlines as appropriate. Listen to team members' feedback and resolve any issues or conflicts. Encourage creativity. Suggest and organize team building activities.
  • Communicate effectively with all levels of the Corporation. Significant interaction with the CFO and Wholesale Banking executive team required.


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. 12 or more years of experience at a leading financial institution in Finance, FP&A, Corporate Development, Corporate Strategy, Investment Banking, and/or Corporate Treasury.
2. Mastery of theoretical, practical accounting and finance concepts and techniques which impacts profitability (cash flow models, ROE, economic capital, funds transfer pricing, cost allocations, liquidity, stress testing/CCAR, etc.

3. Mastery of standard banking frameworks, such as Basel III
4. Ability to influence across a broad spectrum of partners and complexities, including senior executives at the highest level of the bank. Proven professionalism and credibility in the banking industry.
6. Outstanding strategic and tactical critical thinking skills: ability to synthesize complex information to communicate effectively with teammates at all levels. Ability to translate ambiguous concepts into concrete analytical and reporting deliverables with broad applications.
7. Experience implementing major strategic initiatives by articulating a vision, presenting facts and integrating change management capabilities and practices that enable the organization to achieve its objectives.
8. Ability to synthesize forward-looking trends and implications, creatively solve problems and approach situations with a fresh and well thought out perspective
9. Strong leadership skills; provide direction, lead courageously, influence others and foster teamwork, motivate, coach and develop others while championing change
10. Strong interpersonal skills and an ability to build relationships, display organizational savvy, leverage networks, and value diversity; drive cross-functional team spread across the enterprise
11. Executive level communication skills; ability to speak effectively, foster open communication, listen to others and deliver presentations, including persistence and ability to negotiate with and influence executive decisions.


1. Master’s degree in Finance/related field or equivalent education (including extended business leadership training, Banking School Graduate) and related experience.
2. Technical certifications (e.g. Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Financial Risk Manager (FRM))