Truist Senior Financial Analyst II 

United States, North Carolina, Charlotte 

103016658

Regular or Temporary:

English (Required)

1st shift (United States of America)
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.

• Support the overall forecasting and planning process for Truist Insurance Holdings. Support and develop recurring short and long-term financial forecasts and the annual financial plan.
• Compile analyses accurately and completely comparing actual results to forecast, plan, and prior periods for review with the CFO and Executive Leadership.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Lead communications to the line-of-business forecasting team and actively participate in calls with that team.
• Lead meetings with leaders of specific corporate functional areas to develop their plan and refine their forecasts. Provide reporting and analysis to the leaders.
• Enter forecast and plan for specific corporate functions in alignment with guidance. Review forecasts for accuracy and reasonability.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.

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.

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Five 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.