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Real Estate Financial Operations Manager
Job in
Charlotte, Mecklenburg County, North Carolina, 28201, USA
Listed on 2026-08-13
Listing for:
Truist Financial Corporation
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
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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:
Lead strategic financial operations, cost optimization, and capital planning supporting Truist's Corporate Real Estate and Workplace (CREW) organization. This role will be responsible for implementing a strategic financial management capability focused on cost, expense, and capital spend discipline across the real estate portfolio. The position serves as a key liaison between Corporate Finance, Accounting, Sourcing, third-party partner vendors, and internal business partners to drive accurate reporting, measurable cost savings, market-informed decision-making, and operational excellence.
The Manager will lead strategic cost savings initiatives, benchmark real estate costs against market and peer data, and oversee development, governance, and execution of the annual capital plan. The role supports critical financial activities including invoice reconciliation and batching, capital project closeout and CIP reconciliation, rent forecasting, annual planning, monthly forecasting, monthly actuals analysis, and expense management, while also identifying opportunities to leverage automation, analytics, and enterprise platforms such as Power Apps, Snowflake, Power BI, TRIRIGA, workflow technologies, and related tools.
The position requires strong financial acumen, executive presence, analytical depth, stakeholder management skills, and the ability to influence and lead complex cross-functional initiatives. The leader must translate data into actionable insights, build business cases, challenge current-state spend patterns, and drive scalable, well-controlled processes that support enterprise priorities and disciplined financial stewardship.
* Position is office centric with 5 days in office expectations.
* Position is not a remote role.
Essential Duties & Responsibilities:
1. Serve as a strategic financial business partner to Corporate Finance, Accounting, Sourcing, Technology, CREW leadership, and third-party service providers to support cost discipline, capital planning, and financial performance across the Corporate Real Estate portfolio.
2. Lead analysis of financial operations processes and spend drivers, including invoice reconciliation, payment batching, accrual validation, rent forecasting, capital project closeout, monthly financial reporting, and expense trend analysis.
3. Lead strategic cost savings initiatives by identifying opportunities, developing business cases, coordinating stakeholder alignment, and tracking realized benefits across operating expense and capital spend categories.
4. Benchmark CREW costs against market and peer data to inform sourcing decisions, vendor negotiations, capital allocation, expense management, and long-term portfolio financial strategy.
5. Oversee development, prioritization, governance, and performance tracking for the approximately $200M annual CREW capital plan, ensuring alignment to enterprise priorities, financial targets, risk considerations, and execution capacity.
6. Identify opportunities to streamline, automate, and improve business processes through technology and data solutions, reducing manual effort while improving accuracy, transparency, and controls.
7. Partner with technology teams to design, develop, test, and implement automation solutions utilizing Snowflake, Power Apps, Power BI, workflow technologies, and other enterprise platforms.
8. Support annual planning, quarterly forecasting, monthly forecast updates, and actuals analysis by providing financial insights, variance explanations, and operational reporting.
9. Develop and maintain reporting, dashboards, and key performance indicators that provide actionable insights into financial performance and operational effectiveness.
10. Lead complex data analysis efforts by integrating information from multiple systems and sources, validating data quality, and identifying trends, risks, and improvement opportunities.
11. Partner with project managers, lease administration teams, accounting teams, and external service providers to support capital project financial closeout activities, including Construction-in-Progress reconciliation and asset capitalization reviews.
12. Document business requirements, process flows, control points, and operational procedures to support business transformation,…
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