Business Finance Consultant - Legal Function

Truist Bank • Charlotte, NC

21d • Onsite

About The Position

The Business Consultant role- is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing legal spend, budgeting, planning, forecasting, and ensuring compliance with related policies and procedures. The ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders. The role reports to the Senior Legal Operations Manager of Enterprise Functions. The position will work closely with the Head of Legal Operations, Senior Legal Managers and the Chief Legal Officer. Role has in office expectations For this opportunity: Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• 5 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
• Strong analytical skills with the ability to interpret complex data and provide actionable insights
• Proficiency in financial software and tools, such as Excel, SAP, or other ERP systems
• Excellent communication and presentation skills, with the ability to convey financial information to non-financial stakeholders
• Solid organizational skills with attention to detail
• Superb verbal and written communication skills
• Ability to work within a large organization and collaborate and partner with cross-functional teams
• Ability to interact effectively with people at all organizational levels of the firm and build strong relationships with internal stakeholders
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment
• Strong attention to detail

Nice To Haves

• A relevant master’s degree or professional certification (e.g., CPA, CFA) is a plus
• 7 or more years of experience in financial analysis, budgeting, or a related role, preferably within a legal or corporate environment
• Experience with legal spend management tools (e.g., eBilling, matter management systems)

Responsibilities

• Conduct detailed financial analysis of the Legal Department’s expenditures, including outside counsel and vendor costs. Identify trends, variances, and opportunities for cost savings.
• Assist in the preparation of the overall Legal Departments and respective practice areas’ budget and monthly forecasts. Monitor budget performance and analyze variances.
• Partner with the Data Analytics Team to track and report on legal spend, providing insights to legal and finance leadership. Utilize dashboards and reports for effective spend management.
• Collaborate with the procurement team and other stakeholders to establish budgets and advise on the financial impact of departmental expenses related to technology and legal-related vendors.
• Prepare and present financial reports to the legal operations and finance teams. Ensure accurate and timely reporting in line with corporate guidelines.
• Identify and implement process improvements in financial operations within the Legal Department. Work on automation and optimization of financial workflows.
• Monitor financial activities within the Legal Department to comply with policies and internal controls.
• Serve as primary contact with Finance and partner with other cross-functional teams to align on budget goals, spending initiatives, and reporting requirements.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• For more details on Truist’s generous benefit plans, please visit our Benefits site .
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees