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Truist Financial Reporting Manager 
United States, North Carolina, Charlotte 
226426975

15.04.2025

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

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 Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
  • Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
  • Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
  • Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
  • Review and update policies and procedures for compliance with regulations and corporate polices and standards.
  • Support development of new accounting processes and procedures.
  • Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
  • Interact with internal and external audit, and support for the auditing process overall.
  • Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
  • Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs.
  • Review and approve work of other team members.

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.

  • Five years of relevant accounting or accounting policy experience;
  • Understanding of GAAP and SEC/Regulatory Reporting.
  • 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.
  • Ability to work under difficult time constraints.
  • Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:

  • Master’s or advanced degree in Business or AccountancyCertified Public Accountant (CPA) designation; strong technical accounting knowledge
  • Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
  • Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
  • Proficient in Essbase/Hyperion, SAP, and Workiva
  • Prior experience with