דרושים Senior Experience Designer Ii ב-Truist ב-United States, Charlotte

Regular or Temporary:

English (Required)

1st shift (United States of America)Oversee multiple high-priority projects and/or business unit programs, which requires considerable resources with high levels of integration. Ensure projects are documented, prioritized and executed to address program/project requirements. Focus on meeting customer needs and satisfaction by managing program commitments and resolving ambiguity and issues, including communications with sponsors, stakeholders, and management, including senior leaders and executives. Provide vision and strategy to meet business needs and defined objectives. Interface with all areas affected by the project including end users, business stakeholder, support functions and vendors. Ensure adherence to quality standards and established policies and processes.

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. Provide leadership in managing multiple and/or large scale high-risk projects by facilitating project charter, vision/objectives, financials, scope, metrics, quality, schedule, resourcing, vendor management, dependencies, risks, status reporting, stakeholder engagement, business readiness/organizational change management, value realization necessary to deliver specified requirements, objectives and value.

2. Ensure smooth project progression by effectively defining/managing the project plan, phase gate reviews, change requests and stakeholder status reporting. Ensure documentation at all phases.

4. Manage projects throughout the project lifecycle. Evaluate progress and quality, manage issue resolution process and take corrective action, as necessary.

5. Ensure adherence to Risk and other Corporate policies and requirements.

6. Develop quality business relationships so that client needs can be anticipated and addressed.

7. Proactively develop innovative approaches, risk mitigation strategies and quality control and assist in continuous improvement.

8. Mentor, coach and set direction for team members and project managers/analysts. Provide feedback to group managers regarding the work performance of members.

9. Program ProfileSpan of Impact: Corporation; multiple lines of business; Budget impact: $10,000,000 to $100,000,000; Timeline: corporate programs and strategic projects are complex and can range from one year to five years in duration; Program complexity: medium to large.

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 Administration or technology-related field, or equivalent education and related training

2. Ten years of experience in increasing complex project management, including 8 years of applicable business experience inclusive of project management experience

3. Knowledge in software development lifecycle in an enterprise environment

5. Goal-oriented, action-focused, executive level interpersonal and communication skills

6. Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands

7. Proven leadership skills

8. Outstanding record of project management success

Preferred Qualifications:

1. Project Management Professional (PMP) certification

2. Three years of financial services-related project experience

Visual / Audio / Speaking

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.

Manual Dexterity / Keyboarding

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)
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)
Please review the following job description:

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. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
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. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

1st shift (United States of America)
Ensures programs are executed with well-defined end-to-end go to market plans and adherence to Enterprise and Wholesale Payments methodologies

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. Comply with Enterprise Change Frameworks and Enhance Product Commercialization methodology, approach and toolkit
2. Design, develop and deliver training strategy and content
3. Facilitate working sessions with cross-functional stakeholders to design comprehensive readiness plans
4. Gain an understanding of products, new features, and capabilities.
5. Partner with Product Managers and key stakeholders to document value proposition with emphasis on client impact.
6. Develop stakeholder and client analyses that identify change impacts and guide development of the launch approach
7. Utilize the outcome of the impact assessments to develop an end-to-end Launch Plan by coordinating with owners of each launch plan component (i.e., Go-to- Market Readiness Plan includes key components such as Rollout Approach; Communication; Content or Information Guides; Training; Onboarding Processes and Procedures; Customer Support Model; Pricing and Billing Framework; Migration Plan; and Client Feedback Mechanism etc.,).
8. Develop and maintain the Commercialization or Launch plan project plan and timeline (drive execution)
9. Develop the messaging framework and communication plan for each launch to reach different audiences based on stakeholder assessment.
10. Produce and update initiative dashboards and readiness deliverables.
11. Identify, report, and facilitate the mitigation or resolution of risks and issues.
12. Create internal teammate talking points (primarily targeted for Sales teammates)
13. Update external and internal sites with relevant product, new feature, or capability Information.
14. Manage, influence, and collaborate with matrixed teams to provide information required to fulfill responsibilities described above (guides and mentors assigned junior analysts)

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 related field or an equivalent combination of education and related work experience
2. Knowledge of designing and implementing go-to-market/launch plans, including teammate engagement and readiness programs
3. 10+ years of Change Management, Business Readiness, Commercialization, Marketing product management, product development or sales experience of financial or treasury products and/or services, or equivalent experience such as financial services consulting
4. Project management experience
5. Excellent verbal, written communication and presentation skills
6. Demonstrated ability to work collaboratively across organizations and stakeholders to drive results
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. In-depth and broad knowledge of Wholesale Payments/ Treasury Solutions applications and products
2. Certified Treasury Professional (CTP) designation
3. Project Management Professional (PMP) certification and/or 5+ years project management experience
4. Master’s degree in Business Administration

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)Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices.

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. Prepare (key) correspondence, reports and forms.
2. Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative.
3. Execute routine projects within general guidelines and instruction.
4. May provide workflow and problem-solving guidance to other administrative assistant levels.
5. Establish and maintain files and records.
6. Screen calls/voicemails and handle or route to appropriate people.
7. Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments.
8. Deal discreetly with confidential information.
9. Can make recommendations to management based on findings.
10. Interact with internal and/or external customers to answer questions, research, and resolve problems that require in-depth knowledge of the function and process transactions within scope of authority.

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. High school diploma, or equivalent education and related training
2. Seven years of progressively more complex clerical experience
3. Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
4. Exhibited ability to work independently
5. Ability to deal with complex situations which require sound judgment
6. Ability to operate office equipment (e.g. copier, fax)
7. Ability to endure light physical labor
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Associate’s degree
2. Working knowledge of Microsoft Access and PowerPoint
3. Completion of certifications that are specific to industry

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.

• Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
• Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
• Senior Financial Manager role that coordinates financial analysis and reporting process workflow within team.
• Provide leadership, talent development, and mentoring for team members to improve their own technical expertise; review and approve work of other team members.
• Foster a team environment that promotes diversity and inclusion broadly across the organization.
• Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.
• Identify and resolve technical, operational, risk management, business, and organizational challenges.
• Understand and exemplify Truist’s risk appetite; adhere to both the letter and spirit of applicable corporate policies, procedures, processes, standards and regulatory/compliance requirements.
• Take a new perspective on existing solutions to propose innovative solutions.
• Establish long-term solutions for continuous improvement.
• Prepare and review materials to senior leadership summarizing issues and communicating solutions.
• Work closely with AFR Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction.
• Responsibilities may include preparation of presentations regarding new business initiatives, financial results, budget and corporate plan results, preparation and maintenance of various management reports, support and coordination of the strategic planning processes, support and coordination of the annual IT Strategic Project process, coordination with
• Enterprise Support Services and IT in carrying out their responsibilities; financial analysis and operational support for merger and acquisition opportunities, and serve on special projects as requested.
• Support the quarterly issuance of the Press Release and regulatory filings (Annual 10-K and quarterly 10-Q’s) through the gathering of reporting data from the assigned LOBs.
• Develop an error-free documentation trail to support the submission of the data and meet the various submission deadlines.
• Manage the accounting responsibilities for the supported Business Unit(s).
• Responsibilities include: ensuring GAAP compliance, managing the monthly accounting cycle, maintaining appropriate controls to ensure the timely and accurate posting of entries for all transactions, ensuring accurate completion of closing packages and management reports including explanation of changes and narrative on results of operations, and ensuring all assigned account reconcilements are up-to-date and in compliance with reconcilement policy.
• Provide first line execution and oversight for financial reporting controls and risk for Finance processes.
• Provide accounting guidance to Business Unit(s) leadership and consult with Accounting Policy, as appropriate, on matters including but not limited to business combinations, intercompany transactions, capitalization, revenue recognition, cost allocations and accrual and fixed asset accounting.

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.
• Twelve years of relevant accounting or finance experience that includes complex financial analysis.
• Incumbent must possess the experience and business vision to provide leadership to support to the Corporate Controller and Executive leadership.
• Sound and comprehensive understanding of business and organizational strategies and processes.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
• Strong analytical and problem-solving skills. Sound and logical decision-making abilities.
• Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
• Familiarity with GAAP, with specific knowledge of GAAP related to supported business units.
• High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
• Financial Modeling experience.

Preferred Qualifications:

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