Truist Head FP & - Enterprise Tech Ops Functions 

United States, North Carolina, Charlotte 

764408485

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. Lead and manage the monthly corporate forecasting processes for specified lines of business (LOBs) and Enterprise Functions
a. Lead review of Line of Business and functional inputs to understand trends, risks, and opportunities
b. Refine processes each month with the goal of producing accurate and 50/50 forecasts
c. Standardize, digitize, automate, and/or centralize as much of process as possible to allow for SFOs/forecasters to focus on higher value-added activities
d. Evaluate and consider implementation for alternative forecasting models and tools that can replace, supplement, or provide effective challenge to Lines of Businesses and functions
e. Communicate guidance and expectations clearly to end-users / forecasters
f. Actively participate in month-end close efforts in partnership with Corporate Accounting
g. Ensure strong partnership with Corporate Finance and Performance Management and Investor Relations in the creation of quarterly and annual guidance
2. Responsible for developing the annual budget and 3-year strategic plans, in addition to longer-term forecasts when needed
a. Conduct ad-hoc Scenario analysis that incorporates upside/downside economic scenarios in addition to other alternative scenarios
3. Create high quality financial reporting (standard and ad-hoc) to Executive Leadership to ensure clarity on financial performance trajectory, including risks and opportunities for respective LOBs and Enterprise Functions
a. Perform variance analysis comparing actual results to plan, recent forecasts, external guidance, and consensus
b. Provide insightful variance explanations to Executive Leadership for performance assessment and strategic decision-making
4. Conduct financial analysis, as needed, to evaluate BAU activities, organic revenue and/or cost saving opportunities, M&A activities, and/or investment opportunities
5. Ensure strong performance of financial systems and databases, including opportunities for automation, in partnership with Accounting & Reporting, Controllers, and SFOs
a. Lead improvements to the planning and forecasting system based on input from key business partners. Partner with Enterprise Technology to implement changes and lead the training of the enhancements.
6. Ensure strong governance framework including strong execution & maintenance of key policies, procedures, and controls
7. Lead and build a high-performing team that works well together, has clear roles/responsibilities/expectations, is empowered to continuously improve, is highly engaged and cares for each other
a. Work across Corporate Finance and Strategy, Line of Business CFOs, Corporate Treasury, Accounting/Reporting/Tax and other teams to ensure alignment – vertical, horizontal, and diagonal leadership required

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. 10+ years of experience in financial analysis, corporate finance; good understanding of banking industry
3. Intellectually curious and a critical thinker– wants to understand the ‘why’, listens well, and asks good questions
4. Demonstrates exceptional analytical skills, coupled with strong data visualization skills to effectively communicate recommendations by presenting complex concepts/ideas in concise, easy-to-understand terms to senior leadership.
5. Strong organizational skills and ability to multi-task; possess a strong work ethic and unyielding commitment to detail, excellence, and quality
6. 10+ years of financial institution / bank experience
7. Vision and drive to evaluate processes and reporting for efficiency, effectiveness, and continuous improvement
8. Demonstrated ability to be flexible and adaptive in a fast-paced and dynamic work environment
9. Strong interpersonal and communication (verbal and written) skills
10. Demonstrated proficiency in basic computer applications, including Microsoft Office software products

1. Thorough knowledge of banking and financial services industry, including technical aspects of regulated financial institutions – including net interest income/margin, interest rates, balance sheet, capital, liquidity, etc.
2. Knowledge of financial industry business practices and banking corporate finance practices
3. Strong understanding and knowledge of financial systems, such as SAP BPC or Oracle Hyperion
4. Mastery of financial tools, practices, concepts, and systems used by Truist
5. CPA, CFA, and/or similar accreditation is a plus