Financial Manager

Truist Bank • Charlotte, NC

1d

About The Position

This role serves as a strategic finance manager within the Wholesale FP&A and Advisory team. Core responsibilities include executive financial reporting and analysis and guidance for high-impact strategic decision making to LOB partners. This teammate will own the development of month-end reporting and consolidation, short-and-long-term forecasts as well as the annual financial plan. This role requires the ability to operate with a high degree of independence and strategic influence

Requirements

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Eight years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
• Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
• Familiarity with GAAP.
• High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
• Financial Modeling experience.

Nice To Haves

• Advanced excel skills. Ability to build robust ad hoc reports and financial tools for business cases to help drive new initiatives
• Experience with creating and developing strategic finance materials for senior leaders.
• Ability to work in a fast-paced environment balancing multiple urgent priorities at once
• Can effectively partner with a variety of teams to accomplish high priority requests
• Excellent relationship building skills; can navigate a large organization seamlessly
• Ability to influence cross-functional partners within the organization
• Master's degree or MBA
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.

Responsibilities

• Serve as a strategic business consultant to supported lines of business.
• Lead performance evaluations and prepare executive-level financial insights.
• Own development of short- and long-term forecasts and the annual financial plan.
• Provide financial guidance for new product development, pricing, and investment opportunities.
• Mentor analysts and ensure data integrity and reporting accuracy.
• Coordinate with cross-functional teams to support strategic initiatives.
• Ensure compliance with GAAP and internal financial controls.

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
• Number of Employees: 5,001-10,000 employees