Financial Analyst

Truist Bank•Charlotte, NC

3d•Onsite

About The Position

Serve as a financial analyst and strategic partner to lines of business, supporting financial analysis, reporting, and insights that inform business decisions. The role provides broad exposure to core finance activities, which could include forecasting, planning, performance analysis, and support of strategic initiatives such as pricing, profitability, expense management, and investment evaluation. This position offers an opportunity to develop financial, analytical, and business partnering skills while working collaboratively across Finance and supported business areas.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field, or equivalent education and training.
0–4 years of relevant experience in accounting, finance, analytics, or a related field. Relevant experience may include internships, rotational programs, or academic project work involving financial analysis.
Ability to take direction, apply feedback, and work independently over time while considering broader implications and identifying when additional analysis or support is needed.
Ability to build consensus through communication and presentation of factual and relevant information.
Strong verbal and written communication skills.
Strong analytical and problem-solving skills.
Sound and logical decision-making abilities.
Ability to work well with others in a dynamic, team-oriented environment.
Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Nice To Haves

Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
Master’s degree or MBA
Exposure to financial services or a regulated industry
Exposure to enterprise financial systems (e.g., Essbase/Hyperion, EPM/BPC)
Experience or interest in automation tools such as macros or VBA
Advanced SQL with experience querying, transforming, and validating large-scale datasets.
Strong proficiency in Tableau, including dashboard development, data visualization, performance optimization, and interactive reporting.
Experience working with relational databases and cloud data platforms (e.g., Snowflake, Azure SQL).
Advanced Microsoft Excel skills including Power Query, PivotTables, and complex data analysis.
Strong analytical mindset with experience identifying data quality issues, performing root cause analysis, and translating data into actionable insights.
Excellent communication skills with the ability to present technical findings to both technical and non-technical stakeholders
Python programming for data analysis.
Experience with Python libraries including Pandas, NumPy, and SciPy.
Experience building statistical or predictive models.
Knowledge of time series forecasting, regression analysis (Linear/Logistic Regression), and basic machine learning techniques.

Responsibilities

Collaborate across the Finance division to support the integrity of financial results and adherence to sound controls and procedures.
Assists with reporting and analysis for additional constituencies, which may include senior management, Investor Relations, and regulatory stakeholders, with guidance as appropriate.
Apply foundational to intermediate finance and accounting knowledge to produce relevant financial analysis and reporting, while progressively deepening understanding of business concepts, financial drivers, and enterprise processes.
Compile, review, and contribute to timely and accurate reporting related to financial performance and strategy. Reporting activities may include pro forma projections, income and expense forecasts, cash flow analysis, variance analysis, and summaries or visualizations of data to highlight key results.
Ensure source data is reliable and complete and that documentation is maintained to support data integrity initiatives.
Assist in interpreting and summarizing results and trends for senior leadership.
Apply analytical frameworks, training, and best practices to assist in solving operational or technical problems of increasing complexity.
Analyze possible solutions using data, judgment, and precedent, escalating and collaborating as appropriate.
Draft materials that summarize issues and proposed solutions for review by senior team members and leadership.
Support monthly financial close, forecasting, and annual financial planning processes by reviewing outputs for accuracy and reasonableness and assisting with required analyses and documentation.
Assists in developing, maintaining, and testing economic or financial models as needed.
Build and maintain strong working relationships with supported business partners and cross‑functional teams to deliver high‑quality work, broaden business knowledge, and solve increasingly complex situations.
Support coordination with internal and external audits and examinations, including preparing responses in collaboration with Accounting Policy and other stakeholders.
Assists with risk management governance and business continuity planning activities as needed.