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Truist Mid Corporate Sr Financial Manager Finance Director 
United States, North Carolina, Charlotte 
603515900

11.08.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:
Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities.
Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes.
Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses.
Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership.

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 reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.

Ensure that changes to reporting process workflow and/ or data source are documented and communicated to downstream reporting groups.

These may include: 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.

Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives.

Interpret and summarize results and trends for Senior Leadership.

Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents.

Take a new perspective on existing solutions to propose innovative solutions.

Initiate establishment of long-term solutions.

Prepare and review materials to senior leadership summarizing issues and communicating solutions.

Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.

Develop and perform testing of economic models.

Maintain necessary documentation of source data, ensuring adequate support of data integrity.

Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.

Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.

Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards.

Coordinate development of new accounting processes and procedures, as needed.

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 financial-related discipline, or equivalent education and related training
  • 3-5years of experience in financial management at a large financial institution
  • Strongwork ethic and unyielding commitment to quality
  • Strong verbal and written skills; ability to communicate effectively with subordinates, peers, and superiors within the Corporation, as well as appropriate individuals external to the Corporation
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

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.
  • Eight years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to work independently with minimal guidance.
  • Proactive in completing tasks and producing deliverables.
  • Sound and comprehensive understanding of business and organizational strategies and processes.
  • Ability to build consensus through communication and presentation of factual and relevant information.
  • Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
  • Strong analytical and problem-solving skills.
  • Sound and logical decision-making abilities.
  • Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
  • Familiarity with GAAP.
  • High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
  • Financial Modeling experience.

Preferred Qualifications:

  • Supervisory experience 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.