Senior Financial Analyst I
2 months ago
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:
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Bachelor's degree in Accounting or Finance, or equivalent education and related training.
- Ability to take direction and then work independently to complete tasks with moderate supervision.
- Strong verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Sound and logical decision-making abilities.
- Ability to work well with others in a dynamic, team-oriented environment.
- Advanced proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
Preferred Qualifications:
- Two years of relevant accounting or finance experience that includes complex financial analysis.
- Ability to work with large data sets (manipulation of the data, insightful reporting, trends, analysis, and recommendations) via SQL
- Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
- Specific financial services or specialized industry experience.
- 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.
EEO is the Law )
Pay Transparency Nondiscrimination Provision )
E-Verify (https://e-)
-
Financial Risk Analyst I
1 week ago
Charlotte, North Carolina, United States Truist Financial Corporation Full timeJob Title: Financial Risk Management Analyst ICompany: Truist Financial CorporationTruist Financial Corporation is seeking a dedicated individual to fill the position of Financial Risk Management Analyst I. In this role, you will engage in the development and execution of risk management strategies across various financial products. You will work...
-
Financial Risk Management Analyst I
1 week ago
Charlotte, North Carolina, United States Truist Financial Corporation Full timeJob Title: Financial Risk Management Analyst ICompany: Truist Financial CorporationTruist Financial Corporation is seeking a dedicated and analytical individual for the position of Financial Risk Management Analyst I. In this role, you will engage in the evaluation and management of financial risks associated with various market activities. Your...
-
Charlotte, North Carolina, United States CNO Financial Group Full timePosition Overview CNO Financial Group is seeking a Senior Analyst of Investment Accounting and Financial Reporting to oversee the financial reporting, accounting, and preparation of financial statements for our in-house investment firm. This role presents an excellent opportunity to apply your expertise in STAT and GAAP financial statements for designated...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States ICONMA Full timeFinancial Analyst Location: Charlotte, NC Duration: 32 weeks Overview: Position Summary The Financial Analyst is accountable for advanced responsibilities related to the compilation, development, posting, analysis, and reporting of financial data for the Medical Center within a Corporate Financial Department.Key Responsibilities Oversees, coordinates, and...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Eurest Full timeCompany Overview:Eurest stands as a frontrunner in the realm of corporate dining, offering a fulfilling career filled with endless possibilities. We cater to the workforce of the most esteemed organizations across various sectors.Position Summary:The Senior Financial Analyst plays a pivotal role in the assembly and coordination of financial outcomes for a...
-
Senior Financial Analyst
4 days ago
Charlotte, North Carolina, United States Charlotte Airport Full timeOverviewThe Charlotte Airport is a key transportation hub in North Carolina, serving millions of passengers each year. As a vital part of the region's economy, the airport plays a significant role in connecting travelers and facilitating commerce.Our mission is to provide a safe, efficient, and customer-friendly environment for all who travel through our...
-
Senior Financial Compliance Analyst
1 week ago
Charlotte, North Carolina, United States Wells Fargo Full timeRole Overview:As a Senior Financial Controls Analyst, you will engage with various business units and corporate functions regarding financial reporting, governance in information technology, and oversight of controls.Key Responsibilities:- Collaborate with stakeholders to ensure adherence to compliance and risk management standards.- Assess and identify...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Dutchman Search & Recruitment Full timeCompany Overview:Dutchman Search & Recruitment is a leading recruitment firm specializing in connecting top talent with premier organizations. We pride ourselves on our commitment to diversity and excellence in the workplace.Position Summary:The Senior Financial Analyst plays a crucial role in managing the external financial statement audit process. This...
-
Senior Analyst of Financial Controls
4 days ago
Charlotte, North Carolina, United States Wells Fargo Full timeRole Overview:As a Senior Analyst of Financial Controls, you will engage with various business units and corporate functions regarding financial reporting, governance in information technology, and oversight of control mechanisms.Key Responsibilities:1. Collaborate with stakeholders to ensure adherence to compliance and risk management standards within the...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States LendingTree Full timeJob Overview:The Senior Financial Analyst will play a pivotal role in developing, managing, and enhancing key performance indicator (KPI) reporting while optimizing the underlying reporting processes to evaluate financial performance and ensure alignment with the company's financial objectives.Key Responsibilities:- Leverage corporate data warehouses and...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Dutchman Search & Recruitment Full timeOverview:We are excited to announce an opportunity for a Senior Financial Analyst position at Dutchman Search & Recruitment. This role is integral to ensuring the accuracy and integrity of financial reporting and compliance within our organization.Key Responsibilities:Oversee balance sheet management and ensure accuracy in financial reporting.Conduct...
-
Senior Financial Control Analyst
1 week ago
Charlotte, North Carolina, United States The Bank of America Corporation Full timeAbout Us:At Bank of America, we are driven by a unified mission to enhance financial well-being through the strength of every interaction. Role Overview:The Senior Financial Control Analyst plays a pivotal role in ensuring our operations align with our commitment to Responsible Growth. This position is essential in delivering value to our clients,...
-
Senior Financial Reporting Analyst
1 week ago
Charlotte, North Carolina, United States Insight Global Full timeInsight Global - Senior Financial Reporting Analyst - Charlotte, North Carolina Insight Global is in search of a proficient and seasoned Senior Financial Reporting Analyst to support our extensive renewable energy client's Accounting division. This position will be accountable for evaluating all compliance and reporting facets of designated solar and wind...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Eurest Full timeCompany Overview:Eurest stands as a frontrunner in the realm of corporate dining, offering a fulfilling career filled with endless possibilities. We cater to the workforce of the most esteemed organizations across various sectors.Position Summary:The Senior Financial Analyst plays a pivotal role in the preparation and management of financial outcomes for a...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Kavaliro Full timeJob OverviewKavaliro is collaborating with a client in search of a Financial Analyst. The Financial Analyst will be tasked with executing critical functions associated with financial evaluation and managing treasury software along with related systems. This role is vital for ensuring precise bank reconciliations, aiding patient billing processes, and...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Kavaliro Full timeJob OverviewKavaliro is collaborating with a client in search of a Financial Analyst. The Financial Analyst will undertake critical responsibilities related to financial evaluation and the upkeep of treasury software and associated systems. This role is vital for ensuring precise bank reconciliations, aiding patient billing processes, and generating...
-
Senior Financial Analyst
17 hours ago
Charlotte, North Carolina, United States Grubb Properties Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Grubb Properties. As a key member of our finance department, you will play a critical role in driving our financial success by providing expert analysis and guidance on financial matters.Key ResponsibilitiesLoan Management: Assist in sourcing, managing, and closing...
-
Senior Financial Analyst
1 week ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this Position:Wells Fargo is looking for a Senior Financial Analyst to enhance the Home Lending Financial Planning and Analysis efforts. This role will be integrated within the Home Lending Finance team and the wider Consumer Lending Finance division, collaborating with finance partners to gain insights into the key business drivers affecting financial...
-
Senior Financial Analyst
4 days ago
Charlotte, North Carolina, United States Wells Fargo Full timePosition Overview:Wells Fargo is seeking a Senior Financial Analyst to contribute to the Home Lending Financial Planning and Analysis division. This role is integral to the Home Lending Finance team and the larger Consumer Lending Finance group, collaborating with finance partners to gain insights into the key business factors influencing financial...
-
Senior Financial Analyst
4 days ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this Position:Wells Fargo is seeking a Senior Financial Analyst to enhance the Home Lending Financial Planning and Analysis efforts. This role will be integral to the Home Lending Finance team and the wider Consumer Lending Finance group, collaborating with finance partners to gain insights into the key business factors affecting financial forecasts,...