דרושים Sr Financial Controller 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)
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.

Regular or Temporary:

English (Required)

1st shift (United States of America)The Deputy Controller will possess a comprehensive understanding of a corporate accounting, reporting and controllership within a large financial institution. S/he will be responsible for driving finance transformation initiatives within a high performing, fast paced environment.

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. Responsible for oversight of consolidated financial statements, including ensuring accuracy of financial line items related to all business lines.
2. Lead areas of accounting or reporting, both technical and transactional, including direct or indirect oversight of controllership functions across all of our businesses and entities.
3. Provide guidance and accounting insights on highly complex transactions, including working cross-functionally to identify, resolve, and document complex accounting treatment.
4. Manage strategic priorities, monitor activities, and ensure that best in class accounting and reporting practices, internal controls, policies, procedures, and systems are maintained.
5. Oversee governance structure to centrally monitor financials, new or complex transactions and internal controls.
6. Ensure integrity and timely filing of all financial information, including compliance with US Generally Accepted Accounting Principles (GAAP), IFRS, and regulatory requirements.
7. Work closely with Accounting Policy, Tax, SOX, and other teams to ensure all transactions are recorded timely into the general ledger and that financial reporting is accurate.
8. Oversee the timely and accurate monthly, quarterly and annual financial close process for all accounting areas and associated activities.
9. Optimize processes to increase efficiency and reduce financial close timelines, in collaboration with finance digitization efforts.
10. Build and maintain relationships with appropriate levels of management across the enterprise in order to deliver complex corporate initiatives.
11. Participate in and/or prepare Board-level and committee presentations and/or meeting materials.
12. Ensure sound operational and financial internal controls.
13. Work closely with external auditors
14. Oversee, lead, manage, and mentor people and teams.

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. 15+ years of experience and a distinguished track record of performance leading one or more disciplines within the Corporate Controllers function at a well- respected financial institution.
2. Effective, high energy business partnership with the ability to influence, strategize, collaborate, and work across the organization, with the Corporate Controller and Chief Financial Officer, and their respective direct reports and team members.
3. Strong knowledge and understanding of U.S. GAAP, SEC Regulations, and Banking Regulatory Accounting Principles. In addition, skillset includes strong financial and analytical capabilities.
4. Excellent knowledge of financial transactions flow and their financial reporting and regulatory reporting impacts.
5. Previous experience dealing with technical matters that include complex transactions, consolidations, mergers & acquisitions, financial instruments, etc.
6. Demonstrated ability to work in a cross-functional, high-growth environment, and to lead and drive complex initiatives.
7. Ability to interface with external stakeholders including external auditors and regulators.
8. Highly organized, disciplined in the oversight of details while maintaining the big picture perspective. Ability to manage and lead multiple activities simultaneously.
9. Strong initiative, comfortable working within a fast-paced environment and assuming a strong sense of ownership over all accounting and reporting matters.
10. Successful track record of providing strong, assertive and positive leadership. In addition, s/he will have the ability to attract, develop, and retain exceptional talent and bench strength.
11. Ability to think innovatively in developing and executing change.
12. Resilient self-starter who is comfortable pivoting often and learning continuously.
13. Outstanding written and verbal communication skills.
14. Candidate must possess an undergraduate degree in accounting and/or business administration. CPA designation required.

1. Prior career experience with a major public accounting firm is also highly desirable

Regular or Temporary:

English (Required)

1st shift (United States of America)**** Office centric role with 4 days in office - this is not a remote opportunity.****

1. Develop and execute internal and external communications strategy for a business segment.
2. Develop proactive public relations to obtain positive media mentions on Truist products, services and purpose; leadership message development; spokesperson training; issues management; and internal communications at the segment level.
3. Serve as the primary point of contact for line of business leaders.
4. Provide communications counsel to lines of business on product introductions and certain client-facing messages.
5. Counsel social media team on key issues.
6. Maintain Corporate Communications policy.
7. Plan content/messaging and graphics/videos for town halls, conferences, speaking engagements and events.
8. Serves as a resource on complex solutions.
9. Drives the achievement of client, operational, project, service, and risk management objectives.
10. Create positive news to build the company's brand, advance our purpose, and promote our solutions and services.
11. Forge relationships with business leaders to gain knowledge, align communications objectives and goals with the business, and serve as a trusted consultative partner.

1. Bachelor's degree, or equivalent education and related training
2. 7 years of progressive and related experience
3. Demonstrated team player with excellent interpersonal, negotiation, listening and management skills; ability to successfully interact with people at all levels of the organization and counsel, negotiate, influence and inspire
4. Proven project management ability including managing the conceptualization and execution of multiple large, complex projects along with capability to make rational decisions under pressure
5. Strong, well-rounded communications skills including writing/editing, project management, publicity, and news judgment
6. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities
7. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that affect our business

Preferred Qualifications:

1. Bachelor's degree in Communications, Marketing, or English

2. 10+ years of related external and crisis communications experience
3. Experience in Financial Services industry, and/or agency experience

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)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)

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. Perform comprehensive financial analysis for consolidated- and product-level financial projections under different macroeconomic scenarios; ensure key elements of macroeconomic scenarios are incorporated into forecast results across different forecast workstream areas
2. Develop and maintain financial management tools for accurate and timely reporting and analysis of stress test results, including presentations for senior and executive management during the review and challenge process as well as summary information included in Truist’s Capital Plan
3. Support the implementation of a robust sensitivity analysis framework and associated range of outcomes to assess Truist’s financial performance and capital adequacy under a range of macroeconomic scenarios
4. Develop and maintain processes and controls to accurately report starting actuals and forecast projections for the FR Y-14A and DFAST-14A during CCAR stress test events. Manage information capture process and maintain centralized financial projections and related information related to stress test forecast results. Ensure that up- and down-stream data is accurately adjusted to meet all regulatory reporting requirements.
5. Oversee and lead teammates that support FR Y-14A reporting. Establish goals and clear expectations for analysts supporting regulatory reporting activities as well as initiatives to overhaul key management reporting processes.
6. Establish reporting and data requirements and communicate expectations with CCAR forecast owners during the stress testing reporting cycle to effectively and accurately capture forecast results. Ensure tie-in with forecast results throughout the process to understand and be able to identify possible report discrepancies. Establish processes with CCAR forecast owners to evaluate and attest to the accuracy of the data transformation from managed to 14A view.
7. Institute effective controls and review processes to develop accurate regulatory reports and summary reporting to improve management reliance on the reports submitted. Develop appropriate reporting and presentations to notify management of results, assumptions, and limitations in the production of FR Y-14A and DFAST-14A reports
8. Lead engagement with cross-functional stakeholders such as Enterprise Risk Management, Strategic Finance, Client Profitability, Corporate Strategy and other areas to ensure capital adequacy and stressed capital is incorporated into enterprise-wide risk assessments, profitability measurement and management frameworks and other planning functions as necessary
9. Engage business partners and Executive Leadership to develop relationships, meet business needs, and lead the integration of financial and strategic planning to support robust and cohesive financial risk decisions.

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 Finance, Engineering, Science, Mathematics, or related fields
2. At least twelve years of senior level financial management experience that includes progressive supervisory responsibilities with experience leading high performing teams
3. Excellent leadership and management skills, with experience building relationships across a complex, diverse organization
4. Significant experience with key regulatory reports and requirements, including but not limited to FR Y-9C, FR Y-14A, FR Y-14Q, and FR Y-14M
5. Comprehensive knowledge of regulatory capital requirements, stress testing methodologies and financial forecasting techniques, and related information aggregation and reporting processes
6. Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software
7. An in-depth understanding of mechanics and dynamic of bank balance sheets and associated exposures. Demonstrated understanding of impacts to regulatory capital under severe macroeconomic stress scenarios
8. Deep financial analysis experience, including assessments of profitability and performance under different macroeconomic scenarios
9. Experience with developing forecasting approaches (models, EUCs) that meet regulatory and other stakeholder expectations
10. Proven track record of leading change management initiatives while developing innovative solutions to large complex issues
11. Extensive knowledge of banking products and lines of business
12. Strong presentation skills and experience interacting with key internal and external stakeholders

1. Advanced degree (e.g., masters) in Finance, Engineering, Science, Mathematics, or related fields
2. Leadership in capital planning functions at a global systemically important bank (GSIB)
3. Industry designations such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM)
4. Experience developing financial methodologies that align with management reporting hierarchies
5. Broad network of external resources and connections to facilitate industry insight, peer comparisons, and market analysis