Business Financial Performance, Sr Manager

1 month ago

Atlanta, Georgia, United States Truist Financial Full time
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following
Job Description:
Position can be based in Charlotte NC or Atlanta GA.
This enterprise-level role on Financial Methodologies and Performance Management team brings a Strategic Finance and Financial Performance Optimization mindset to develop and advise on critical company-wide financial decisioning frameworks, methodologies and profitability measurements that will drive shareholder value for the company.
In this role, you will have a direct and substantive ongoing impact on the development, evolution and enterprise-wide integration of the company's:
  • Client-centric financial decisioning frameworks, and
  • Financial methodologies for client and business profitability measurement and management (e.g., target ROTCE, hurdle rates of return, equity allocations, cost allocations, and other key measurements and management tools of financial performance), across the entire Truist organization.
You will help design, develop, and deploy enterprise-wide standards in these areas, and will ensure effective solution definition and delivery of new methodologies into the company's capital allocation and performance management processes.
You will leverage your knowledge of corporate finance concepts and analysis, to identify, build, enhance and ensure consistency of financial performance standards across all Lines of Business, through the bottoms-up client profitability orientation.
You will operate in a highly collaborative environment of seasoned professionals.
The team structure will require a flexible predisposition to alternate between financial and non-financial standards and will enable the ideal candidate to expand and deepen their understanding of traditional financial concepts, advanced financial modeling and analysis, and regulatory prudential frameworks.
Your role will involve managing relationships with Lines of Business, Finance, and Treasury stakeholders across all levels of organization.
This role will provide you with high degree of exposure and responsibility across varying levels of management and key decision makers within the LOBs and Corporate Functions and is an excellent opportunity for a candidate who is interested in a strategic view of performance and profitability drivers at a Top 10 U.S. bank with $500
billion balance sheet.
Job
Responsibilities:
  • Partner with a broad range of organizational stakeholders in designing, elaborating, testing, analyzing, advancing and/or maintaining one or more financial methodology standards under coverage.
  • Provide ongoing research, testing, industry benchmarking and continuous communication with the lines of business regarding upcoming changes and pro-forma impacts.
  • Execute against the team's stated Roadmap towards best-in-class financial methodologies and proposed financial management target-state systems, including financial resource allocation targets across Lines of Business and other strategic initiatives.
  • Coordinate and communicate with key stakeholders across Corporate Treasury, Model Risk, Controllers, and others, to stay abreast of regulatory, accounting or modeling changes that may have broad enterprise implications; and provide independent perspective on Client and Business Profitability implications to internal partners and Line of Business stakeholders.
  • Lead governance and/or working group routines as the SME of enterprise methodologies for specific standards, adopting considerations and concerns by stakeholders, ensuring proper handoff to stakeholders and integration teams when applicable.
  • Demonstrate strategic thinking, collaborative demeanor, proactive behavior and maintain stakeholders on-topic to drive decisioning.
  • Use excellent interpersonal, organizational, and communication skills, including the ability to think clearly and articulate nuanced information in a concise and effective manner to a wide variety of audiences.
  • Demonstrate ability to prioritize well in a dynamic environment and deliver solution-oriented work that reflects independent and proactive consideration of issues.
  • Gather data and perform analysis to properly test and validate proposals, understand and summarize Business Unit and Segment-level implications and communicate effectively with stakeholders.
  • Develop and update documentation around financial methodologies and frameworks, and onboard new stakeholders as needed.
  • Prepare executive documents or presentations to include design, considerations, implications, key findings and recommendations.
  • Lead or support other ad-hoc projects or analyses as needed by executive and senior management.
Required
Qualifications:
The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • 7-10 years of financial services, banking, and/or management consulting trajectory, with experience in Treasury, Financial Risk Management, FP&A or similar roles.
  • Familiarity with banking balance sheet products and concepts (e.g., institutional and retail loan structures, exposures, collateral) and core lines of business.
  • Experience in one or more key bank measurement systems (e.g., product or client-level cost allocation, cost taxonomies, regulatory/economic capital, FTP); or financial modeling (e.g., credit risk models, complex financial statement modeling, balance sheet optimization).
  • Basic understanding of financial performance management theory and practice (e.g., Cost of Capital, RAROC, EVA, SVA).
  • Working knowledge of standard bank regulatory metrics under Basel framework (e.g., RWA, CET1, TLAC, LCR, NSFR) and implications for enterprise-wide and instrument-level financial resource management considerations.
  • Knowledge of theoretical and applied accounting and finance concepts and techniques (e.g., cash flow models, loan pricing, cost analysis, etc.), including the ability to perform select calculations of various financial instruments' performance and cash flows.
Preferred
Qualifications:
  • Master's degree in business, finance, business analytics, mathematics, or other quantitative field and/or completion, or demonstrated progress toward, a relevant certification (e.g., CFA, CPA, FRM, CQF, CTP).
  • Previous experience in Corporate Finance, Treasury, Capital Management and Optimization, Financial Risk Management, Corporate Development, Transaction Advisory or Investment Banking; or in-depth experience with wholesale and/or retail credit products in a credit, pricing, structuring or finance role.
  • Experience engaging with LOB or client teams in a negotiating and/or advisory capacity to discuss technical matters relevant to the financial services industry.
  • Experience supporting initiatives across multiple functional groups.
  • Experience presenting in formal forums (e.g., ALCO, Risk committees) and/or driving formal routines with senior stakeholders.
  • Experience in a review and challenge role.
  • Strong in Excel and PowerPoint.
  • The following skills are not required to perform current job duties but will be considered a plus: understanding and basic experience implementing ad hoc scripts with SQL and/or Python; VBA experience; mastery of any advanced data tools.
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 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. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Estimated Salary: $20 to $28 per hour based on qualifications.

  • Sr. Financial Analyst

    1 month ago

    Atlanta, Georgia, United States The Ladders Full time

    Fluidra's seeking a Sr. Financial Analyst to join our team at our East Coast office in Atlanta, GA (by airport).WHAT YOU WILL CONTRIBUTEThe Sr. Financial Analyst performs the FP&A function by supporting the Commercial Sales Team with in-depth sales and profitability analysis, customer performance analysis, budget and forecasting support, overall partnership...

  • Senior Financial Manager

    1 month ago

    Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Financial Analyst Sr

    4 hours ago

    Atlanta, Georgia, United States Lorven technologies Full time

    Job DescriptionJob Title: Financial Analyst SrCompany: Lorven TechnologiesJob Type: Full-timeDuration: 1 Year ContractJob Summary:Lorven Technologies is seeking a highly skilled Financial Analyst Sr to join our Accounting and Financial Reporting team. As a key member of our team, you will be responsible for ensuring the accuracy and completeness of our...

  • Financial Performance Analyst

    5 days ago

    Atlanta, Georgia, United States Randstad Full time

    Join Our Team as a Financial AnalystWe are thrilled to present an opportunity for a Financial Analyst to become an integral part of our team. This role is pivotal in evaluating financial performance, contributing to the forecasting process, and supporting senior management in strategic decision-making and financial planning.Key Responsibilities:Collaborate...

  • Financial Operations Manager

    14 hours ago

    Atlanta, Georgia, United States Peak Performance Team Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Manager to join our team at Peak Performance Team. As a key member of our organization, you will be responsible for driving financial growth and success in the automotive industry.Key ResponsibilitiesContract and Close Deals: Negotiate and finalize financial agreements with customers, ensuring...

  • Senior Manager of Cybersecurity Business Transformation

    2 weeks ago

    Atlanta, Georgia, United States Truist Financial Full time

    Position Overview:The role outlined below is essential for driving strategic objectives in Cybersecurity through effective leadership and management of a diverse portfolio of projects. Key Responsibilities:The primary focus of this position includes:Leading and managing Cybersecurity initiatives with a strong emphasis on risk assessment and...

  • Sr Manager, Enterprise Business Systems

    1 month ago

    Atlanta, Georgia, United States Carrier Full time

    Sr Manager, Enterprise Business SystemsCarrier - Atlanta, GACountry:United States of AmericaLocation:CAG24: Atlanta Digital Hub 3350 Riverwood Parkway Suite 900, Atlanta, GA, 30339 USACarrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering...

  • Small Business Relationship Manager

    1 month ago

    Atlanta, Georgia, United States Regions Financial Corporation Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Sr. Quantitative Financial Analyst

    1 month ago

    Atlanta, Georgia, United States Bank of America Corporation Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Sr. Manager, Business Development

    1 month ago

    Atlanta, Georgia, United States McGuireWoods Full time

    OverviewMcGuireWoods is hiring a Senior Manager, Business Development to oversee the firm's transactional practices. Based on strategy defined by the Chief Marketing & Business Development Officer (CMBDO) and the Firm's strategic plan, the Senior Manager of Business Development (BD) works with key practice areas, industry teams and clients of the firm to...

  • Sr. Financial Analyst

    3 weeks ago

    Atlanta, Georgia, United States Unifi Aviation, LLC Full time

    The FP&A Analyst is a key player in the finance organization responsible for managing all major stations (Hubs) within the aviation portfolio as an individual contributor.The role requires strong analytical capabilities, leadership, the ability to effectively communicate to both finance employees and business leaders, and the ability to perform with accuracy...

  • Business Performance and Metrics Consultant

    3 weeks ago

    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Performance Management Supervisor

    2 weeks ago

    Atlanta, Georgia, United States 10046 Sound Inpatient Phys Inc (SIP) Full time

    Job OverviewAbout Sound Inpatient Physicians:Sound Inpatient Physicians is a physician-led organization that specializes in delivering comprehensive medical services across various healthcare settings. With a commitment to enhancing patient care and operational efficiency, we are dedicated to supporting our healthcare partners through innovative solutions...

  • Sr. Program Manager, Business Technology

    1 month ago

    Atlanta, Georgia, United States Workday Full time

    Your work days are brighter here.At Workday, it all began with a conversation over breakfast.When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market.And when we began to rise, one thing that really set us apart was our culture.A culture which was driven by our value of putting our people...

  • Quant Audit Manager

    1 month ago

    Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Insurance Business Development Representative

    2 days ago

    Atlanta, Georgia, United States InCite Performance Group Full time

    About the RoleWe are seeking an experienced insurance sales professional to join our team at InCite Performance Group. As an insurance sales agent, you will play a critical role in driving business growth and revenue for our organization.Key ResponsibilitiesClient Acquisition: Develop and implement effective sales strategies to acquire new clients and expand...

  • Financial Systems Business Analyst

    2 days ago

    Atlanta, Georgia, United States Apex Informatics Full time

    Job DescriptionJob Title: Business Analyst - Financial SystemsJob Summary:We are seeking a highly skilled Business Analyst to join our team at Apex Informatics. The successful candidate will be responsible for analyzing business needs and developing solutions to improve financial systems and processes.Key Responsibilities:Analyze business requirements and...

  • Financial Services Professional

    2 days ago

    Atlanta, Georgia, United States Truist Financial Corporation Full time

    Job DescriptionJob Summary: We are seeking a highly skilled Corporate Banking and Investment Associate to join our team at Truist Financial Corporation. As a key member of our Corporate Banking and Investment team, you will be responsible for providing exceptional client service and support to our corporate and private equity clients.Key...

  • Performance Management Team Leader

    5 days ago

    Atlanta, Georgia, United States 10046 Sound Inpatient Phys Inc (SIP) Full time

    Job OverviewAbout Sound Inpatient Physicians:Sound Inpatient Physicians is a national, multi-specialty medical group dedicated to enhancing patient care through innovative healthcare solutions. Our organization is comprised of a diverse team of over 4,000 healthcare professionals, including physicians, advanced practice providers, and nursing staff, working...

  • Technology Business Office Consultant III

    1 month ago

    Atlanta, Georgia, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...