Truist Financial Controller 

United States, Georgia, Atlanta 

701613630

Regular or Temporary:

English (Required)

1st shift (United States of America)
Responsible for providing quality assured financial reporting of the business activities within the Line of Business (LOB). Serves as liaison with the Corporate Policy team as subject matter expert, assisting in maintaining up to date policies, and requesting clarification of existing policies as required. Primary roles include Management Reporting & Analysis, Financial Risk Management (FRM), Financial Reporting, and accounting controls and operations. Responsibilities include management reporting, finance and accounting analytics, internal controls over financial reporting, execution of accounting processes, regulatory reporting, and accounting policy.*This position will sit at 303 Peachtree Street, Atlanta Georgia 3 days a week. Effective October 1st, all Truist teammates will sit on site 4 days a week. No remote option available*

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. Applies comprehensive understanding of how the organization operates to solve issues that have accounting and financial reporting implications. Uses advanced analytical thought to exercise judgment and identify innovative solutions. Leads teams or projects with significant risk and complexity and mentors other teammates to develop their technical expertise. Works independently with guidance in only the most complex and unusual situations.
2. Provide accounting guidance and support to ensure new products or transactions are accounted for correctly and accounting and financial reporting risks are identified
3.Preparation/reviewof reporting and analyses of monthly results in support of the closing process (EOC and other monthly reporting) and understanding and reviewing financial results
4. Subject matter expertise in the identification and querying of the data necessary to prepare and provide value added management reporting
5. Account level variance analysis in support of the month-end close process. Includes identifying, analyzing, and interpreting variances and unusual trends in the LOB GL activity
6.Preparation/reviewof standard and enhanced reports, regular and ad hoc analytics, and interpretation of LOB financial results
7. Assess accounting impacts of business changes
8. Oversight of the internal control structure over processes specific to the LOB that impact financial reporting; proactively partners with the LOB to ensure accuracy and integrity of processes impacting financial reporting includes understanding, articulating and reviewing results to ensure consistency with GAAP, financial policies, and controls
9. Prepare/review reporting and analyses of monthly results for the closing process to identify and mitigate areas representing material financial risk
10. Provides support for LOB information enhancement initiatives
11. Prepare/review of SEC and Regulatory disclosures and financial filings to ensure the SOX Control structure mitigates financial risk
12. Ensures adherence to relevant Financial Management requirements including policies, standards, procedures, internal controls, and record retention
13. Support the month end close process
14. Analysis of GL activity and results
15. Performance of SOX controls
16. Preparation of journal entries to record the results of business transactions to the GL
17. Serve as liaison with Accounting Operations group as subject matter expert for LOB accounting and data
18. Works collaboratively with the LOB and SFO teams to ensure accurate recording of transactions to the GL
19. Preparation, review and oversight of quarterly and annual SEC and Regulatory disclosures and other financial filings
20. As applicable by LOB, responsible for preparation and review of quarterly and annual legal entity audited financial statements and annual report
21. As applicable by LOB, responsible for the preparation, review, and monthly submission of other regulatory reports and filings - e.g. FINRA FOCUS II report; Form SIS, Form SSOI, Form OBS, Form Custody for registered broker/dealers
22. Support the Corporate Controller and Financial Reporting team on external financial and regulatory reporting matters including certain LOB specific regulatory reporting and internal management reporting
23. Serves as liaison with Corporate Accounting Policy team as subject matter expert on LOB accounting issues, assisting in maintaining up to date policies, and requesting clarification of existing policies as required
24. Responsible for monitoring compliance with Corporate accounting policies in the areas of the LOB that perform accounting processes
25. Responsible for adhering to Truist accounting policies

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. Five years of relevant accounting or finance experience
3. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
4. Ability to build consensus through communication and presentation of factual and relevant information.
5. Excellent verbal and written communication skills.
6. Strong analytical and problem-solving skills.
7. Sound and logical decision-making abilities.
8. Ability to work well with others in a dynamic, team-oriented environment.

Preferred Qualifications:
1. CPA
2. Financial services or specialized industry experience
3. Master’s degree
4. Proficient in Essbase/ Hyperion, EPM/BPC, or other enterprise accounting software.

5.Previous FINRA regulatory reporting experience for an institutional broker/dealer is a plus