Senior Financial Analyst or Financial Manager

Truist • Atlanta, GA

1d • Onsite

About The Position

The Technology, Data, and Operations Finance team is expanding and seeking innovative, builder-minded professionals to help us navigate the challenges of growing responsibilities and advancing reporting capabilities. This role serves as a strategic finance manager to Wholesale Technology & Operations, providing financial analysis and guidance for high-impact decisions to key partners. Owns month end reporting and analysis, forecasting, annual plan, and collaborating with partners on monthly reviews. Operates with a high degree of independence and strategic influence. Role will need to focus on operational aspects as well as investment/project side to execute new demand needs from Wholesale segment. Position will sit on site at one of the posted locations. No remote option available. No other locations will be considered.

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

• Supervisory experience
• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master's degree of MBA
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.
• Analytical experience
• Problem-solving
• Experience reviewing large amounts of financial data.
• Experience using Alteryx or Tableau

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

• 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.
• 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