Truist Commercial Banking Finance Director Sr Financial Officer 

United States, North Carolina, Charlotte 

730062507

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:
Prepare management information and insights to guide decision making and evaluates financial performance vs. plan, prior periods, and the strategic plan. Support and develop recurring short and long-term financial forecasts and the annual financial plan.

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.

Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.

Compiles, reviews, analyzes, interprets, summarizes, 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 identify and solve problems of higher technical or operational complexity by leading analysis of possible solutions using data analysis, experience, judgement and precedents.

Takes a new perspective on existing solutions to propose innovative solutions.

Initiates and assists in implementing long-term solutions.

Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.

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.

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.

Independently prepares presentations regarding new business or product initiatives, strategic plans, and other materials as required by Executive Management.

Initiates process improvements across broad organizational processes to address internal/external challenges.

Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards.

Coordinate development of new accounting processes and procedures, as needed.

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.

• Eight years of relevant accounting or finance experience that includes complex financial analysis.Ability to work independently with minimal guidance.
• Proactive in completing tasks and producing deliverables.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. 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 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.