Senior Financial Analyst II

2 weeks ago

Raleigh, United States Crump Life Insurance Svcs Inc Full time

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Senior Financial Analyst II

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locations

Raleigh, NC

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R0086603

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. 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:

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. ESSENTIAL DUTIES AND RESPONSIBILITIES 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.

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. Five years of relevant accounting or finance experience that includes complex financial analysis. 3. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis. 4. Ability to build consensus through communication and presentation of factual and relevant information. 5. Strong verbal and written communication skills. 6. Strong analytical and problem-solving skills. 7. Sound and logical decision-making abilities. 8. Ability to work well with others in a dynamic, team-oriented environment. 9. Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:: 1. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 2. Master's degree of MBA 3. Specific financial services or specialized industry experience. 4. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software. 5. Experience with macros/VBA.

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. McGriff Insurance Services 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. McGriff Insurance Services is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

When it comes to protecting what matters most in business and everyday life, we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance, risk management and employee benefit solutions focused on our clients’ priorities and what they value most. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity:

We do what we say, every time. Determination:

We relentlessly pursue success on your behalf. Passion:

We are specialists in our field driven to serve you. Collaboration:

We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path.

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