Senior Financial Analyst or Financial Analyst (Investment Banking & Capital Markets)

Truist Bank • Charlotte, NC

2d • Onsite

About The Position

Senior Financial Analyst:
This role delivers financial analysis and reporting to support decision-making across lines of business. Evaluates performance against plans and strategic goals, prepares management insights, and contributes to investment cases and value creation initiatives. Plays a key role in developing recurring forecasts and the annual financial plan, with moderate autonomy and influence.

Financial Analyst:
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.
This position will be office-centric/5 days a week. No remote option available. No other locations will be considered at this time.

Requirements

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Five years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
• 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.
• 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.

Nice To Haves

• 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.
• 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

Responsibilities

• Deliver financial analysis and reporting to support decision-making across lines of business.
• Evaluate performance against plans and strategic goals.
• Prepare management insights and contribute to investment cases and value creation initiatives.
• Support development of recurring forecasts and the annual financial plan.
• Operate with moderate autonomy and influence in financial discussions.
• Collaborate with business partners to align financials with operational goals.
• Maintain documentation and ensure accuracy of financial data.
• 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.

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