Senior Financial Analyst at Truist

Financial Analyst

This role delivers financial analysis and reporting to support decision-making across lines of business. Evaluates performance against plans and strategic goals, prepares management insights, and contributes to investment cases and value creation initiatives. Plays a key role in developing recurring forecasts and the annual financial plan, with moderate autonomy and influence.

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. Deliver financial analysis and reporting to support decision-making across lines of business.

2. Evaluate performance against plans and strategic goals.

3. Prepare management insights and contribute to investment cases and value creation initiatives.

4. Support development of recurring forecasts and the annual financial plan.

5. Operate with moderate autonomy and influence in financial discussions.

6. Collaborate with business partners to align financials with operational goals.

7. Maintain documentation and ensure accuracy of financial data.

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.

The annual base salary for this position is $74,000 - $134,000.

Truist is an Equal Opportunity Employer that does not discriminate 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.