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Truist Senior Financial Analyst II 
United States, North Carolina, Charlotte 
59947122

26.06.2024

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.