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Truist LOB Financial Controller in Dallas, Texas

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing quality assured financial reporting of the business activities within the Line of Business (LOB). Serves as liaison with the Corporate Policy team as subject matter expert, assisting in maintaining up to date policies, and requesting clarification of existing policies as required. Primary roles include Management Reporting & Analysis, Financial Risk Management (FRM), Financial Reporting, and accounting controls and operations. Responsibilities include management reporting, finance and accounting analytics, internal controls over financial reporting, execution of accounting processes, regulatory reporting, and accounting policy.


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.

  • Manages professional-level teammates, sets the team's direction, and communicates individual and team priorities. Manages deliverables for the team against expected results. Manages deliverables for the team against expected results. Makes judgments about the team's priorities and approach to work. Identifies and resolves technical, operational, risk management, business, and organizational challenges. Leads highly complex and visible projects with notable risk and complexity. Makes leadership decisions within established policies & procedures.

  • Provide accounting guidance and support to ensure new products or transactions are accounted for correctly and accounting and financial reporting risks are identified

  • Review of reporting and analyses of monthly results in support of the closing process (EOC and other monthly reporting) and understanding and reviewing financial results

  • Subject matter expertise in the identification and querying of the data necessary to prepare and provide value added management reporting

  • Account level variance analysis in support of the month-end close process. Includes identifying, analyzing, and interpreting variances and unusual trends in the LOB GL activity

  • Review of standard and enhanced reports, regular and ad hoc analytics, and interpretation of LOB financial results

  • Assess accounting impacts of business changes

  • Oversight of the internal control structure over processes specific to the LOB that impact financial reporting; proactively partners with the LOB to ensure accuracy and integrity of processes impacting financial reporting

  • Includes understanding, articulating and reviewing results to ensure consistency with GAAP, financial policies, and controls

  • Reviews reporting and analyses of monthly results for the closing process to identify and mitigate areas representing material financial risk

  • Provides support for LOB information enhancement initiatives

  • Oversight and review of SEC and Regulatory disclosures and financial filings to ensure the SOX Control structure mitigates financial risk

  • Ensures adherence to relevant Financial Management requirements including policies, standards, procedures, internal controls, and record retention

  • Support the month end close process

  • Analysis of GL activity and results

  • Performance of SOX controls

  • Preparation of journal entries to record the results of business transactions to the GL

  • Serve as liaison with Accounting Operations group as subject matter expert for LOB accounting and data

  • Works collaboratively with the LOB and SFO teams to ensure accurate recording of transactions to the GL

  • Review and oversight of quarterly and annual SEC and Regulatory disclosures and other financial filings

  • As applicable by LOB, responsible for preparation and review of quarterly and annual legal entity audited financial statements and annual report

  • As applicable by LOB, responsible for the preparation, review, and monthly submission of other regulatory reports and filings - e.g. FINRA FOCUS II report; Form SIS, Form SSOI, Form OBS, Form Custody for registered broker/dealers

  • Support the Corporate Controller and Financial Reporting team on external financial and regulatory reporting matters including certain LOB specific regulatory reporting and internal management reporting

  • Serves as liaison with Corporate Accounting Policy team as subject matter expert on LOB accounting issues, assisting in maintaining up to date policies, and requesting clarification of existing policies as required

  • Responsible for monitoring compliance with Corporate accounting policies in the areas of the LOB that perform accounting processes

  • Responsible for adhering to Truist Insurance Holdings accounting policies

This is a hybrid role. You will be required to come to the office a couple days per week


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.

  • Bachelor’s degree in Accounting or Finance, or equivalent education and related training.

  • Eight years of relevant accounting or finance experience and 2 years of leadership experience.

  • Ability to interpret and explain complex information to a range of audience and build consensus among different stakeholders. Ability to influence others at senior levels to adopt a new perspective.

  • Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry

  • Excellent verbal and written communication skills.

  • Advanced analytical skills and the ability exercise judgment and solve complex problems.

  • Sound and logical decision-making abilities.

  • Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.

Preferred Qualifications:

  • Supervisory experience of multiple teams

  • CPA designation

  • Financial services or specialized industry experience

  • Master’s degree

  • Proficient in Essbase/ Hyperion, EPM/BPC, or other enterprise accounting software.

General Description of Available Benefits for Eligible Employees of TIH:

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 TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. 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 TIH’s generous benefit plans, please visit our Benefits site (

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will 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.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (

for details.

TIH Insurance Holdings, LP (TIH) supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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. TIH is a Drug Free Workplace.

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