Truistposted 14 days ago
Full-time • Senior
Charlotte, NC

About the position

The Head of Finance Change Enablement & Strategic Governance is responsible for leading strategic change initiatives, overseeing certain governance and operational processes, and managing risk and third-party relationships for the Finance division. As a key partner to Finance leadership, this role ensures alignment with the company’s strategic goals, drives essential finance projects, and enables effective board engagement. This role combines business change leadership with strategic and operational planning, risk management, and administrative oversight to enhance Finance’s operational resilience, transparency, and effectiveness.

Responsibilities

  • Lead Development and Execution: Spearhead the development, prioritization, and execution of Finance’s strategic change initiatives, ensuring alignment with company-wide goals and standards.
  • Cross-Functional Collaboration: Serve as the primary point of contact for Finance in enterprise-wide strategic change projects, coordinating with Legal, Risk, Compliance, Enterprise Change & Transformation (ECTO) and other business units to maintain consistent, aligned execution.
  • Governance and Transparency: Oversee the Finance Change Advisory Team (ChAT) and serve as the 'front door' for strategic initiatives, utilizing standardized intake processes and practices.
  • Portfolio and Program Management: Build and manage a prioritized portfolio of Finance initiatives, including the identification of project dependencies and risk mitigations, and promote continuous improvement across Finance-led initiatives.
  • Strategic Plan Development: Partner with Finance leadership to create and maintain annual and multi-year strategic and operating plans, overseeing resource allocation, initiative prioritization, and performance monitoring.
  • Performance Review: Facilitate the creation of regular Operating Plan Reviews (e.g. Business Performance Reviews) to provide transparency into Finance’s KPIs, risks, and outcomes of strategic initiatives.
  • Execution Lifecycle: Oversee the entire lifecycle of Finance’s strategic initiatives, conducting realization lookbacks and evaluating outcomes to ensure consistency with company mission, values, and priorities.
  • Board and Committee Management: Prepare and manage agendas, materials, and submissions for Board and Committee meetings, ensuring accuracy, relevance, and strategic alignment.
  • Liaison Role: Act as a liaison between Finance and Legal, Risk, Compliance, Audit, and other stakeholders, aligning reporting on regulatory and risk matters presented to the Board.
  • Executive Reporting: Develop executive-level reports on Finance’s strategic initiatives, risk updates, and key operational metrics, providing transparent, digestible insights for senior leadership.
  • Divisional Service Management: Lead the Finance Divisional Service Management function, ensuring third-party providers meet service level agreements (SLAs) and regulatory standards, and oversee incident response and business continuity planning.
  • Vendor Optimization: Collaborate with Sourcing and Legal to optimize contracts with third-party service providers, balancing efficiency with risk and compliance requirements.
  • Support to Operational Processes: Lead teams responsible for supporting Finance’s day-to-day operational processes, including engagement with Corporate Real Estate & Workplace (CREW), incident response management, business continuity planning, and other internal stakeholders/administrative items.

Requirements

  • Bachelor’s degree in Business, Finance, or related field with 15+ years of experience in financial services, change management, and/or risk management.
  • Strong strategic thinking capabilities with demonstrated ability to execute complex, cross-functional change initiatives in a financial or corporate setting.
  • Ability to work with executive leadership to translate complex organizational data into clear, digestible insights for diverse audiences.
  • Deep knowledge and hands-on experience in change management design, implementation, and success measurements.
  • Proficient in portfolio and program management, including skills in meeting management, conflict resolution, and presentations.
  • Strong communication and relationship-building skills with a proven ability to manage and influence diverse stakeholders across the organization.

Nice-to-haves

  • Master’s degree or MBA and relevant certifications (e.g., PMP, Six Sigma).
  • Extensive knowledge of the Finance function (within a highly regulated financial institution), including familiarity with regulatory requirements and board-level reporting.

Benefits

  • 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, along with 10 sick days, and paid holidays.
  • Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available.

Job Keywords

Hard Skills
  • Change Advisory
  • Compliance Risk
  • Cross-Functional Collaboration
  • IT Service Management
  • Operational Planning
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