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Truist Senior Financial Analyst - Corporate FP & 
United States, North Carolina, Charlotte 
129294978

26.06.2024

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. Support the Corporation's profit planning or forecasting process. Key responsibilities related to the profit plan or forecast include:

2. Work with FP&A and LOBs to support development of accurate profit plans and forecasts, understanding the drivers of business results, and reviewing these results to identify areas of improvement. Demonstrate ability to build consensus through communication and presentation of factual and relevant information.

3. Perform variance analysis comparing the profit plan and forecast to actual results and prior forecast as a means to support performance assessment and strategic decision-making. Compiles, reviews and submits timely and accurate monthly reporting related to the Bank's and LOB's financial performance and/or regulatory/SEC requirements.

4. Support development of alternative forecasting methods via models and business tools as a way to provide effective challenge to LOBs for their baseline profit plans and forecasts.

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 or Finance, or equivalent education and related training
2. Five years of experience in financial analysis or corporate budgeting/profit planning/forecasting
3. Ability to achieve productivity in and perform financial modeling and analysis related to Truist income statement and balance sheet accounts, lines of business, and Executive Leadership roll-ups
4. Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve
5. Ability to be flexible and adaptive in a fast-paced and dynamic work environment
6. Strong interpersonal and communication (verbal and written) skills
7. Demonstrated proficiency in basic computer applications, including Microsoft Office software products

Preferred Qualifications:
1. Master's degree in finance or business administration
2. Professional designation such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
3. Knowledge of financial industry business practices
4. Financial system experience, such as SAP or Hyperion
5. Experience with financial tools, practices, and concepts used by Truist