Senior Financial Analyst

3 months ago

charlotte, United States TIH Full time

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.

  • Support the overall forecasting and planning process for Truist Insurance Holdings. Support and develop recurring short and long-term financial forecasts and the annual financial plan.
  • Compile analyses accurately and completely comparing actual results to forecast, plan, and prior periods for review with the CFO and Executive Leadership.
  • Analyze financial data to identify trends, variances, and opportunities for improvement.
  • Lead communications to the line-of-business forecasting team and actively participate in calls with that team.
  • Lead meetings with leaders of specific corporate functional areas to develop their plan and refine their forecasts. Provide reporting and analysis to the leaders.
  • Enter forecast and plan for specific corporate functions in alignment with guidance. Review forecasts for accuracy and reasonability.
  • Prepare ad-hoc financial analyses and reports as needed to support decision-making.
  • Continuously improve financial processes and systems to enhance efficiency and accuracy.


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.
  • Five years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
  • Ability to build consensus through communication and presentation of factual and relevant information.
  • 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.
  • Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.


Preferred Qualifications:

  • Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
  • Master's degree of MBA.
  • Specific financial services or specialized industry experience.
  • Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
  • Experience with macros/VBA.


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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