Senior Financial Analyst I

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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:

Job Description

PLEASE NOTE: Location: Charlotte, NC - Hybrid role (3 days in office, 2 days remote)- Starting October 1st- must be able to work 4 days in the office (1 day remote). This is not a telecommute/remote role

ESSENTIAL DUTIES AND RESPONSIBILITIES

Serve as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may include new product development, pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare management information and insights to guide decision making and evaluates financial performance vs. plan, prior periods, and the strategic plan. Support and develop recurring short and long-term financial forecasts and the annual financial plan.

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. Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
2. Entry level role that applies a solid understanding of concepts within own professional discipline and uses knowledge of the business and key processes gained through practical experience to produce relevant financial analysis and reporting.
3. Contributes to timely and accurate monthly reporting related to the Bank's financial performance or strategy. These may include: pro-forma projections for transaction, products, market segmentation strategies or acquisitions; income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
4. Acquires knowledge of best practices to assist in solving routine problems of moderate technical or operational complexity by analyzing possible solutions using data analysis, experience, judgement and precedents.
5. Assists in monthly financial close, monthly forecasting and annual financial planning processes. Maintains financial information via the use of simple spreadsheets to more complex databases. Assists in the development and testing of economic models as necessary. Maintains necessary documentation of source data, ensuring adequate support of data integrity.
6. Becomes familiar with products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Develops working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
7. Assists in providing line of business (LOB) leadership with the monthly performance review package by preparing explanation of changes for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership.
8. Focuses on enhancing knowledge of Bank's processes, leadership, culture, and clients. Delivers high quality work and actively participates in projects; including planning and executing activities.
9. Assist in coordinating with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Assist in risk management governance and business continuity planning processes as necessary.

QUALIFICATIONS

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 Accounting or Finance, or equivalent education and related training.
2. Ability to take direction and then work independently to complete tasks with moderate supervision.
3. Strong verbal and written communication skills.
4. Strong analytical and problem-solving skills.
5. Sound and logical decision-making abilities.
6. Ability to work well with others in a dynamic, team-oriented environment.
7. Advanced proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:

1. Two years of relevant accounting or finance experience that includes complex financial analysis.
2. Ability to work with large data sets (manipulation of the data, insightful reporting, trends, analysis, and recommendations) via SQL
3. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
4. Specific financial services or specialized industry experience.
5. Experience with Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.

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.

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