דרושים Wholesale Deputy Cro ב-Truist ב-United States, Charlotte

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)
Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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 a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere 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. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.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. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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 includedPreferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures

Regular or Temporary:

English (Required)

1st shift (United States of America)

Essential Duties:

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. As a part of the deal team, responsible for authoring annual reviews and assisting in the development of credit underwriting thesis of new and existing transactions. Prepares the nCino packages and is responsible for coordination of spreading financial statements and risk ratings. 50%7. Decision-Making and Autonomy: Teammates in this role author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting, which are reviewed and coaching provided as needed. Depending on the level of the deal, the recommendation is finally approved by ultimate risk approval officer.
8. Problem Complexity: Moderate
9. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers.
10. Project or Program Management: Yes. This position runs ad hoc projects generally associated with regulatory, risk, and compliance issues.

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, or an equivalent combination of education and work experience.
2. Two years of related financial services work experience
3. Strong analytical skills and attention to detail
4. Strong written and verbal communication skills
5. Competitive drive and high work ethic, self-starter, team-oriented
6. Solid leadership and interpersonal skills
7. High level of adaptability and flexibility with strong organizational and time management skills
8. Some understanding of business
9. Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

1. Minimum GPA: 3.0
2. Demonstrated work experience in finance or related field

Regular or Temporary:

English (Required)

1st shift (United States of America)
In this role, the SFO partners closely with the Head of Wholesale Deposits to report, analyze, price and forecast deposits.
This position reports to the SFO for Enterprise Payments and will be closely aligned to the broad Payments Finance strategic finance agenda.

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.
• 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.
• Identifies and resolves technical, operational, risk management, business, and organizational challenges. Understands & exemplifies Truist's risk appetite; adheres to both the letter and spirit of applicable corporate policies, procedures, processes, standards and regulatory/compliance requirements.
• Takes a new perspective on existing solutions to propose innovative solutions.
• Establishes long-term solutions for continuous improvement.
• Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.
• Lead assigned LOBs through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments.
• This includes working closely with Executive Management and LOB Senior Leadership to develop the annual budget.
• Serve as central coordination point between the Corporate Financial Planning department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans.
• Work closely with LOB Senior Leadership to ensure their agreement with, and incorporate their directives into, the division's overall financial plan.
• Serve as the centralized contact point for the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions and provide feedback to the LOBs on the data submitted.
• Work closely with LOB 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 or product initiatives, financial results of the LOB group, budget and corporate plan results, preparation and maintenance of various management reports, support and coordination of the strategic planning processes for the assigned LOB units, support and coordination of the annual IT Strategic Project process, coordination with Enterprise Support Services and IT in carrying out their responsibilities for assigned LOBs; financial analysis and operational support for merger and acquisition opportunities, and serve on special LOB projects as requested.
• Support the quarterly issuance of the LOB Segment Reporting in 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 division manager 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 LOBs. 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
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.
• Strong understanding of Wholesale Banking and Deposits products
• Ability to work within a matrixed organization.

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.

1.Through robust 2nd line oversight, ensure the Business Unit’s compliant execution to the corporate risk management framework for all eight risk types. Aggregate, report and escalate risk accordingly.

2. Serve as BUCRO “delegate” for significant levels of risk signature authority and as the BUCRO proxy in governance and strategy meetings when the BUCRO is not available. Participation in working groups and councils, regulatory agency meetings and examinations to offer 1st Line effective challenge, ensure risk management strategies are appropriately communicated and that Risk Programs are appropriately represented.

4. Assist with documentation of effective challenge and execution of Risk Program requirements.

6. Assist the BUCRO with monitoring of risk exposures, concentrations and limits for compliance with risk appetite as well as effective challenge of Business Unit reporting and/or Risk Program execution activities. Perform analyses and develop/prepare LOB oversight reporting, as needed.

7. Communicate to RMO and BUCRO leadership regarding activities, trends, and events pertaining to tracked issues including Regulatory, Audit and Credit Risk Review activities as well as those self-identified by the LOB and ensure target dates are met and remediation plans are suitable.

8. Promote various risk initiatives, including engagement in on-going Governance requirements and participation in regulatory activities.

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. Broad risk and regulatory knowledge with an emphasis on: Credit, Market, Liquidity, Compliance, Operational, Reputation, Technology, and Strategic Risks.

2. Minimum 15 years of risk management or relevant line of business experience in financial services or related field.

3. Excellent leadership and communication skills.

4. Ability to multi-task and drive change.

5. Strong quantitative, governance, and analytical skills.

6. Undergraduate degree in finance or related field.

Preferred Qualifications:

1. Experience managing risk in multiple unique lines of business (e.g. mortgage and retail).

2. High organization skills and advanced with establishing governance protocols and evidence of adherence to those protocols.

4. Advanced graduate degree in Business, Finance, or equivalent science/academic field.

5. FRM/CFA or equivalent advanced risk certification.

Regular or Temporary:

English (Required)

1st shift (United States of America)Designs, delivers, communicates, monitors and/or administers broad-based programs and practices which may include but not limited to job attributes, pay structure, incentive plans, annual rewards and other compensation related programs. Develops and implements strategies for delivery of compensation to ensure competitiveness, appropriate linkages between pay and performance, and compliance with legal and regulatory requirements. Consults with Chief Human Capital Enablement Officers and Executive Leadership regarding ongoing compensation management, job evaluation, program/plan design, merit programs and other compensation related topics. Accountable for the effectiveness of compensation policies, procedures, and controls. Leverages a process improvement mindset to recommend efficient and effective ways to carry out core responsibilities. Works with compensation teammates to build strong partnerships across the team and the organization.

1. Responsible for developing and executing the organization’s compensation and rewards strategies to ensure that the organization has competitive compensation programs, policies and practices that meet the needs of the business.
2. Lead the design and development of incentive plan programs, ensuring alignment to business strategy and appropriate risk balancing.4. Identify, design and lead large, complex compensation related programs and projects (e.g. merger, salary structure, geographic differentials, internal equity, vendor selection and management) while completing in a timely, efficient and effective manner.6. Partner closely with Executive Compensation, other areas of compensation and HR partners to deliver on the full suite of Rewards available to the organization.8. Develop, communicate and interpret compensation policies, procedures and regulations (e.g. Fair Labor Standards Act, Consumer Financial Protection Bureau, Interagency Guidance on Sound Incentive Compensation Policies) to establish and maintain uniform understanding and application within each Line of Business.
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 or equivalent combination of education and experience.
2. 10 years of experience in Compensation, Total Rewards, or related field.
3. Demonstrated proficiency developing Total Rewards/Compensation strategies to achieve operational and financial results.
4. Extensive experience in design and management of compensation (such as functional incentive plan design, executive compensation, etc.) tied to business and organizational strategies and management objectives.
5. Ability to lead large, highly complex projects of notable risk exposure.
6. Ability to influence others at senior levels to adopt a new perspective. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry.

1. 12 years of experience as a compensation professional.
2. Prior compensation experience supporting one or more wholesale businesses (e.g. commercial banking, corporate and investment banking, wealth)
3. Experience working in the financial services industry; professional certification in HR related discipline (PHR, SPHR, CCP, assessments, etc.).
4. People management experience.

Up to 10 lbs.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)

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.

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. Undergraduate degree in either computer science, analytics, data engineering, finance or equivalent degree
2.Fifteen years of data management experience inclusive of driving enterprise data strategy, data execution, data engineering or software delivery
3. Expert problem solving skills and being able to define detailed strategies
4. Experience in financial services or payments industry
5. Experience in meeting regulatory obligations and operating in a highly regulatory environment
6. Experience in building a high performing team

1. Expert in solution designs based upon business requirements
2. Experience in building financial services strategy
3.Experience in rolling out business data governance across processes and solutions.
4.Experience in data architecture, solution architecture and / or designing enterprise business processes
5.Skills demonstrated in data engineering, computer engineering, data transformation (ETL), digital transformation and regulatory program delivery