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Enterprise Funding Optimization Associate

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Onsite

Enterprise Funding Optimization Associate

Truist

Enterprise Funding Optimization Associate

Skills

WorkdayRisk Management

1 month ago

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Important information


Contract type:

Permanent

Location:

Charlotte, NC, USA

Work mode:

Onsite

Published on:

9 September 2026

What they need


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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 cost estimate investment planning for a portfolio of centrally funded change initiatives aligned to the company’s corporate strategy in collaboration with business unit (BU) initiative owners and support function subject matter experts. Provide oversight and leadership for process routines and technology solutions (e.g. SharePoint, End User Computing (EUC) tools, etc.) in support of the Enterprise Funding Approval process which covers all non-business as usual (BAU) company operating expenditures more than one million dollars in coordination with Finance, Sourcing, Business Performance and Change Governance, and other Business Unit (BU)

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. Build comprehensive cost estimates in support of enterprise spend processes in collaboration with business change leaders and support function subject matter experts, leveraging in-house tools and project investment funding expertise.
  2. Develop and maintain End User Computing (EUC) tools for compiling and calculating technology and project-related cost estimates to assist initiative owners and business partners in the planning process.
  3. Provide review and oversight for the cost estimate business case assumptions within the Change Execution Governance (CEG) Intake process.
  4. Identify, report, and mitigate risks within annual expense planning processes and day-to-day activities supporting spend approvals, expense management, and change risk management.
  5. Provide credible challenge during project definition and creation by engaging CEG Intake, Enterprise Change Risk Evaluation (ECRE), and Project Management Lifecycle (PMLC) processes.
  6. Support project launches by helping project managers (PM) navigate the organization, establishing clear guidelines and expectations, and in the case of centrally funded initiatives, ensuring a seamless transition between central and local funding mechanisms and resources.
  7. Perform general administrative and technical tasks in support of enterprise spend processes and the broader Enterprise Transformation team and agenda.

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 business administration or technology-related field, or equivalent education and related training.
  2. Eight to ten years of experience in increasing complex project management, including six-eight years of applicable business experience inclusive of project management experience.
  3. Experience as a steward over programs/project investments including delivery of multi-year program investments, optimize investment return, strong consistent governance and formal controls to mitigate investment risk.
  4. Strong organizational skills and attention to detail.
  5. Goal-oriented, action-focused, executive level interpersonal and communication skills.
  6. Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands.
  7. Proven leadership skills.
  8. Outstanding record of project management success.
  9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications

  1. Banking or financial services experience.
  2. Knowledge in software development lifecycle an enterprise environment.
  3. Familiarity with project management accounting and financial concepts and terminology.
  4. Master's degree or MBA and five years of experience or an equivalent combination of education and work experience.

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.

EEO is the Law    E-Verify IER Right to Work

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