Head of Financial Management Reporting Systems and Strategy
Truist Inc, Charlotte, NC, United States
Head Of Fpa And Management Reporting Systems Strategy
The Head of FP&A and Management Reporting Systems Strategy provides senior leadership for the strategy, roadmap, and evolution of Enterprise Finance forecasting, planning, and management reporting platforms at Truist. The role 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, with a focus on business systems strategy and product direction for core Enterprise Finance analytics, reporting, and profitability capabilities. Essential Duties And Responsibilities Enterprise Finance Systems Strategy & Governance Define and maintain the Enterprise Finance systems strategy for forecasting, planning, management reporting, cost transparency and profitability analytics, including the responsible adoption of advanced analytics and AI enabled capabilities. Establish a clear future state vision and capability roadmap for Enterprise Finance systems, including sequencing, dependencies, and strategic priorities, fully aligned with Truist's overall multi-year Finance Technology direction. Identify opportunities to simplify, modernize, enable appropriate automation and better integrate Enterprise Finance platforms while ensuring governance, controls, and alignment with Accounting, Financial Systems, and enterprise architecture standards. Serve as the primary Enterprise Finance voice on systems direction, representing Enterprise Finance interests in enterprise governance and roadmap discussions. Management Reporting, Analytics & Decision Enablement Shape and advance the Enterprise Finance approach to management reporting, performance measurement, and analytics, ensuring information is decision useful for senior leaders. Partner across Enterprise Finance to strengthen client profitability, cost transparency, and performance attribution capabilities that support strategic and operational decision making. Ensure management reporting and analytics capabilities are scalable, consistent, and aligned with enterprise data standards, enabling reliable insight across the organization. Cross Functional Partnership & Governance Partner as One Team with Accounting, Financial Systems, Technology, Data, Treasury, and Business Unit Finance leaders to ensure alignment across the Finance ecosystem. Partner 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. Ensure systems strategy decisions appropriately account for GAAP reporting dependencies, SOX controls, and ERP integrations, without assuming ownership of those platforms. Participate in Finance and Technology governance forums to represent Enterprise Finance (FP&A, management reporting/profitability, LOB CFO) priorities. Team Leadership Foster a culture of strategic thinking, disciplined execution, and continuous improvement consistent with Truist values. 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. 15+ years of progressive experience in FP&A, management reporting, profitability analytics, or Enterprise Finance systems strategy. 2. Strong understanding of bank / financial services corporate finance and accounting technical concepts 3. Demonstrated success leading Finance systems strategy, product roadmaps, or large scale Finance transformation initiatives. 4. Deep understanding of planning and forecasting platforms, management reporting tools, and profitability / cost analytics frameworks. 5. Strong ability to influence across matrixed Finance, Accounting, Technology, and Data organizations. 6. Proven people leadership experience. Preferred Qualifications: 1. MBA, CPA, or comparable advanced degree. 2. Experience with platforms such as SAP BPC, OneStream, OFSAA, Apptio, Essbase, or similar Enterprise Finance tools 3. Experience operating in regulated financial services environments with strong control and governance expectations. 4. Product ownership or strategic roadmap leadership experience in Agile or hybrid delivery environments.
The Head of FP&A and Management Reporting Systems Strategy provides senior leadership for the strategy, roadmap, and evolution of Enterprise Finance forecasting, planning, and management reporting platforms at Truist. The role 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, with a focus on business systems strategy and product direction for core Enterprise Finance analytics, reporting, and profitability capabilities. Essential Duties And Responsibilities Enterprise Finance Systems Strategy & Governance Define and maintain the Enterprise Finance systems strategy for forecasting, planning, management reporting, cost transparency and profitability analytics, including the responsible adoption of advanced analytics and AI enabled capabilities. Establish a clear future state vision and capability roadmap for Enterprise Finance systems, including sequencing, dependencies, and strategic priorities, fully aligned with Truist's overall multi-year Finance Technology direction. Identify opportunities to simplify, modernize, enable appropriate automation and better integrate Enterprise Finance platforms while ensuring governance, controls, and alignment with Accounting, Financial Systems, and enterprise architecture standards. Serve as the primary Enterprise Finance voice on systems direction, representing Enterprise Finance interests in enterprise governance and roadmap discussions. Management Reporting, Analytics & Decision Enablement Shape and advance the Enterprise Finance approach to management reporting, performance measurement, and analytics, ensuring information is decision useful for senior leaders. Partner across Enterprise Finance to strengthen client profitability, cost transparency, and performance attribution capabilities that support strategic and operational decision making. Ensure management reporting and analytics capabilities are scalable, consistent, and aligned with enterprise data standards, enabling reliable insight across the organization. Cross Functional Partnership & Governance Partner as One Team with Accounting, Financial Systems, Technology, Data, Treasury, and Business Unit Finance leaders to ensure alignment across the Finance ecosystem. Partner 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. Ensure systems strategy decisions appropriately account for GAAP reporting dependencies, SOX controls, and ERP integrations, without assuming ownership of those platforms. Participate in Finance and Technology governance forums to represent Enterprise Finance (FP&A, management reporting/profitability, LOB CFO) priorities. Team Leadership Foster a culture of strategic thinking, disciplined execution, and continuous improvement consistent with Truist values. 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. 15+ years of progressive experience in FP&A, management reporting, profitability analytics, or Enterprise Finance systems strategy. 2. Strong understanding of bank / financial services corporate finance and accounting technical concepts 3. Demonstrated success leading Finance systems strategy, product roadmaps, or large scale Finance transformation initiatives. 4. Deep understanding of planning and forecasting platforms, management reporting tools, and profitability / cost analytics frameworks. 5. Strong ability to influence across matrixed Finance, Accounting, Technology, and Data organizations. 6. Proven people leadership experience. Preferred Qualifications: 1. MBA, CPA, or comparable advanced degree. 2. Experience with platforms such as SAP BPC, OneStream, OFSAA, Apptio, Essbase, or similar Enterprise Finance tools 3. Experience operating in regulated financial services environments with strong control and governance expectations. 4. Product ownership or strategic roadmap leadership experience in Agile or hybrid delivery environments.