Truist Senior Financial Analyst 

United States, North Carolina, Charlotte 

103870208

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. 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.
2. Entry level role that applies a solid understanding of concepts within own professional discipline and uses knowledge of the business and key processes gained through practical experience to produce relevant financial analysis and reporting.
3. Contributes to 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.
4. Acquires knowledge of best practices to assist in solving routine problems of moderate technical or operational complexity by analyzing possible solutions using data analysis, experience, judgement and precedents.
5. Assists in monthly financial close, monthly forecasting and annual financial planning processes. Maintains financial information via the use of simple spreadsheets to more complex databases. Assists in the development and testing of economic models as necessary. Maintains necessary documentation of source data, ensuring adequate support of data integrity.
6. Becomes familiar with products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Develops working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
7. Assists in providing line of business (LOB) leadership with the monthly performance review package by preparing explanation of changes for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership.
8. Focuses on enhancing knowledge of Bank's processes, leadership, culture, and clients. Delivers high quality work and actively participates in projects; including planning and executing activities.
9. Assist in coordinating with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Assist in risk management governance and business continuity planning processes as necessary.

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 Accounting or Finance, or equivalent education and related training.
2. Ability to take direction and then work independently to complete tasks with moderate supervision.
3. Strong verbal and written communication skills.
4. Strong analytical and problem-solving skills.
5. Sound and logical decision-making abilities.
6. Ability to work well with others in a dynamic, team-oriented environment.
7. Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:
1. Two years of relevant accounting or finance experience that includes complex financial analysis.
2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
3. Specific financial services or specialized industry experience.
4. Experience with Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.