Finance Tech Innovation & Strategy Leader

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Regular or Temporary: Regular

**Language Fluency: **English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

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. Bachelor’s 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 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.

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