Financial Analyst II - Expense Management

Truist Bank • Charlotte, NC

1d

About The Position

Provides enterprise-wide governance and strategic oversight of expense management, ensuring disciplined investment decisions aligned with financial priorities and strategic alignment. The role supports administration of the enterprise Spend Approval process and provides independent financial analysis and challenge on material spend and investment requests. It prepares executive-ready materials, assesses forecast impacts of approved spend, and tracks actual outcomes against expectations. The role partners with Line of Business CFO teams and business leaders, analyzes enterprise spending and efficiency initiatives, supports enterprise expense reporting, and helps develop automated reporting and analytical tools.

Requirements

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field, or an equivalent combination of education and experience.
• One to four years of experience in financial analysis, budgeting, forecasting, or data management; internship experience is 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 written and verbal communication skills.
• Proficiency with Microsoft Office, particularly Excel and PowerPoint.
• English fluency is required.

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 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.
• Provide enterprise expense reporting to support Line of Business CFO teams and the business.
• Leverage and help develop automated reporting and analytical tools to improve process efficiency, data quality, and insight delivery.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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