Financial Analyst II - Expense Management

Truist Bank • Atlanta, GA

2d

About The Position

Provides enterprise-wide governance and strategic oversight of expense management, ensuring disciplined investment decisions aligned with financial priorities and strategic alignment
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 based on business needs.

Requirements

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field, or equivalent combination of education and experience
• One to four years of experience in financial analysis, budgeting, forecasting, or data management (internship experience considered)
• Demonstrated interest or experience in process improvement or process optimization
• Ability to work effectively in a fast-paced, evolving environment with competing priorities
• Strong analytical, interpersonal, and communication skills, both written and verbal
• Proficiency with Microsoft Office, particularly Excel and PowerPoint

Nice To Haves

• Master’s degree in Finance, Business Administration, or a related field
• Knowledge of financial services or large enterprise financial management practices
• Experience with financial systems such as SAP, Hyperion, or similar platforms
• Exposure to or experience with data, automation, or visualization tools such as Alteryx, Tableau, or Power BI

Responsibilities

• Support and help administer the enterprise Spend Approval process, ensuring consistency, transparency, and adherence to governance standards
• Provide independent financial analysis and challenge on material spend and investment requests
• Prepare executive-ready materials and summaries to support spend approval discussions and decisions
• Assess forecast impacts of approved spend and track actual outcomes versus expectations
• Partner with Line of Business (LOB) CFO teams and business leaders to ensure accurate, timely, and complete submission of spend approval requests
• Perform ad hoc analysis of operating and investment spend across the enterprise to identify trends, risks, and opportunities
• Track, analyze, and report on enterprise-wide expense efficiency initiatives
• Leverage and help develop automated reporting and analytical tools to improve process efficiency, data quality, and insight delivery

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level