דרושים Hris Analyst Workday ב-Truist ב-United States, Charlotte

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

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.
• Financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.
• Compiles, reviews, and submits 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.
• Interpret and summarize results and trends for Senior Leadership.
• Applies knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents.
• Drafts materials to senior leadership summarizing issues and communicating solutions.
• Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development.
• Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
• Develops and performs testing of economic models as necessary.
• Maintains necessary documentation of source data, ensuring adequate support of data integrity.
• Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
• Maintains working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
• Broadens understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts.
• Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership.
• Monitors financial performance for specified LOBs.
• Assists in detecting changes in business trends and opportunities for improvement.
• Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work.
• Builds relationships with cross-functional departments to broaden knowledge and solve more complex situations.
• Coordinate 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.

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.
• Four 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.
  

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

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.

1. Develop models and analytics in support of CCAR, internal stress testing, capital planning, NII forecasting, ALM, EVE, and those associated models and qualitative methodologies.

2. Contribute to a positive and highly engaged team by championing a positive working environment through relationship development with peers, direct reports, and leadership - proactively seek guidance, clarification, and feedback.

3. Support junior quantitative analysts on project work mentoring and training to accelerate the development of technical modeling processes and business knowledge.

4. Identify and advocate for areas of enhancement within and beyond area of immediate expertise.

5. Act as an effective advocate to ensure user understanding and acceptance of proposed models, including written and verbal.

6. For deployed models, develop, maintain and supervise monitoring, performance reporting, and change management, processes and procedures, including, back testing. Work with model users and stakeholders to ensure models are fulfilling the business and risk management objectives set for them.

7. Facilitate user and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups.

8. Address model validation recommendations and remediate issues.

9. Meet with, and present to, regulators, as requested. Provide credible, well documented evidence supporting validity of models for intended use. Support regulatory, internal audit, and external audit examinations and requests.

10. Negotiate positive outcomes through interactions with senior management, business partners and assurance functions as well as performing other analytical activities, as requested by managers.

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. 2+ years' experience in financial services industry with focus on model development and quantitative analytics

2. Master's degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

3. Undergraduate degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

4. Demonstrated experience performing advanced quantitative analysis and developing econometric models

5. Demonstrated leadership skills and ability to effectively advocate for internal procedures, policies, and standards

6. Practice analyzing and manipulating large and complex data to identify data integrity issues and researching industry practices related to model methodologies.

7. Contribute to a positive and highly engaged team

Preferred Qualifications:

1. 5+ years' experience in financial services industry with focus on model development and quantitative analytics

2. PhD in a quantitative discipline preferred

3. Strong verbal, written, interpersonal, and consultative communication skills with well-developed presentation skills

4. Proficiency utilizing Microsoft Office tools to prepare and present analysis

5. Expertise with SAS and SQL (or significant demonstrated experience with alternative quantitative programming languages - R, Matlab, etc.)

6. Excellent analytical, quantitative, and research skills

Regular or Temporary:

English (Required)

1st shift (United States of America)The Senior Technology Change Analyst serves as a strategic portfolio leader, partnering with Delivery Verticals, Production Support, and Enterprise Technology Stakeholders to define and execute standardized change and release governance frameworks for Enterprise Payments and Wholesale Technology. This role drives the readiness, oversight, and execution of complex technology changes, ensuring operational excellence through transparency, accountability, and proactive risk management.

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. Develop customized coding, software integration, perform analysis, configure solutions, using tools specific to the project or the area.
2. Lead and participate in the development, testing, implementation, maintenance, and support of highly complex solutions in adherence to company standards, including robust unit testing and support for subsequent release testing.
3. Build non-functional monitoring capabilities and provide escalated support for highly complex applications in production.
4. Build in and maintain security controls and monitoring in support of company standards.
5. Typically lead moderately complex projects and participate in larger, more complex initiatives.
6. Solve complex technical and operational problems. Act as a resource for teammates with less experience
7. May oversee the work of a small team.
8. In an Agile environment: Responsible for delivering high quality working software and automating manual/reusable tasks working directly, and engage with, the business from the beginning of the design work. Leverage continuous engineering practices to deliver business value regarding effectiveness of the design. Actively participate in refining user stories. Responsible for design, developing, and maintaining automated unit testing, and supporting integration and functional testing. Responsible for providing automated monitoring capabilities, providing warranty support, and providing knowledge transfer to production support. Develop code in accordance with the acceptance criteria established by the Product Owner.

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 and six to ten years of experience or equivalent education and software engineering training or experience

2. In-depth knowledge in information systems and ability to identify, apply, and implement best practices
3. Understanding of key business processes and competitive strategies related to the IT function
4. Ability to plan and manage projects and solve complex problems by applying best practices
5. Ability to provide direction and mentor less experienced teammates. Ability to interpret and convey complex, difficult, or sensitive information

Strategic Change Leadership:

• Define and lead the strategic roadmap for technology change management across multiple domains.
• Oversee the end-to-end lifecycle of change initiatives, ensuring alignment with standards, goals and regulatory requirements.
• Chair Change Advisory Board (CAB) meetings and provide executive-level guidance on change prioritization and risk mitigation.

Risk Oversight:

• Establish and enforce DCIO-wide change policies, standards, and controls.
  Lead risk assessments and compliance reviews for high-impact changes
• Mitigate risk through proactive identification of key dependencies, disruptive change conflicts, examination of quality/transparency.
• Drive post-implementation reviews and retrospectives to inform future strategy.

Continuous Improvement and Innovation:

• Develop and implement advanced metrics and KPIs to measure change effectiveness and operational impact.
• Champion process optimization and automation within ITSM frameworks.
• Lead cross-functional initiatives to enhance change agility and reduce time-to-value.

Stakeholder Engagement and Communication:

• Act as a senior advisor to Application Delivery, Production Support, and executive stakeholders.
• Communicate change strategy and outcomes to senior leadership and impacted teams.
• Deliver training and mentorship programs to elevate change management maturity across the organization.

Qualifications:

- Bachelor’s degree in Information Technology, Computer Science, or related field (Master’s preferred).
- 7+ years of experience in IT Change Management, including leadership roles.
- Proven track record of managing complex, domain-level change initiatives.
- Exceptional strategic thinking, analytical, and problem-solving skills.
- Strong executive presence and communication capabilities.
- Experience working in matrixed environments and influencing across organizational boundaries.

Preferred Skills:

- Certification in ITIL, PMP, or other relevant frameworks.
- Expertise in Change Management platforms and enterprise ITSM tools.
- Deep understanding of regulatory compliance in Financial Services Technology.
- Experience with Agile, DevOps, and continuous delivery environments.

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Regular or Temporary:

English (Required)

1st shift (United States of America)Job Summary
Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

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.

1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.

2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.

3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.

4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.

6. Conduct branch training sessions and investment product educational seminars for clients and prospects.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

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 Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.

3. Applicable state health and life insurance licenses.

4. Securities sales and client relationship management experience.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills.

6. Competent skills in Microsoft Office software products.

Preferred Qualifications:

1. Banking experience

2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

• Perform, review and identify calculation issues on escrow analyses on various escrow accounts.
• Facilitate disbursements of property tax payments and insurance/MIP premium payments on commercial loans.
• Communicate with borrowers and explain including shortages, payment issues, escrow analyses, surplus refunds and other loan servicing issues.
• Work in a fast paced environment and be willing to assist others on the team as well as other departments.
• Interact with other groups to accomplish various tasks.

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 or equivalent education and related training
• Good written and verbal communication skills
• Ability to efficiently and consistently produce accurate work
• Good organizational and problem-solving skills
• Ability to multi-task in a high-paced environment with heavy interaction with borrowers
• Ability to work in both a team or individual environment
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel, occasionally overnight

Preferred Qualifications:

• Mortgage Banking experience
• Knowledge of commercial loan servicing

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

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.

1. Develop models and analytics in support of CCAR, internal stress testing, capital planning, NII forecasting, ALM, EVE, and those associated models and qualitative methodologies.

2. Contribute to a positive and highly engaged team by championing a positive working environment through relationship development with peers, direct reports, and leadership - proactively seek guidance, clarification, and feedback.

3. Support junior quantitative analysts on project work mentoring and training to accelerate the development of technical modeling processes and business knowledge.

4. Act as an effective advocate to ensure user understanding and acceptance of proposed models, including written and verbal for deployed models, develop, maintain and supervise monitoring, performance reporting, and change management, processes and procedures, including, back testing. Work with model users and stakeholders to ensure models are fulfilling the business and risk management objectives set for them.

5. Facilitate user and management understanding and acceptance of proposed models by preparing high quality documentation, including presentations, explaining the model and its validity for its intended use. Provide support during verbal presentations to stakeholders and oversight groups.

6. Address model validation recommendations and remediate issues.

7. Meet with, and present to, regulators, as requested. Provide credible, well documented evidence supporting validity of models for intended use. Support regulatory examinations and requests.

8. Meet with and respond to inquiries from internal and external audit teams.

9. Negotiate positive outcomes through interactions with senior management, business partners and assurance functions as well as performing other analytical activities, as requested by managers.

10. Continuously broaden and deepen expertise in analytical methods via self-directed research and training.

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. 2+ years' experience in financial services industry with focus on model development and quantitative analytics

2. Master's degree in Statistics, Econometrics, Actuarial Science, Applied Mathematics, Operations Research, or other applied quantitative science, or equivalent education and related training

3. Demonstrated experience performing advanced quantitative analysis and developing econometric models

4. Practice analyzing and manipulating large and complex data to identify data integrity issues and researching industry practices related to model methodologies.

5. Contribute to a positive and highly engaged team

Preferred Qualifications:

1. 5+ years' experience in financial services industry with focus on model development and quantitative analytics

2. PhD in a quantitative discipline preferred

3. Strong verbal, written, interpersonal, and consultative communication skills with well-developed presentation skills

4. Proficiency utilizing Microsoft Office tools to prepare and present analysis

5. Experience with skills SAS and SQL (or significant demonstrated experience with alternative quantitative programming languages - R, Matlab, etc.)

6. Excellent analytical, quantitative, and research skills