Senior Financial Analyst

Truist Bank-posted 12 days ago
Full-time • Mid Level
Charlotte, NC
5,001-10,000 employees
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Complete and interpret a variety of complex financial and/or business analyses of financial ratios, trend analyses, revenue performance and expense management. Coordinate with other departments in the preparation of such analyses. Bring inconsistencies and problems to the attention of management. Act as a team lead for more junior staff, as assigned. Provide project financial analyses for initiatives with potential financial reporting impact.

  • Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
  • Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.
  • Compile, review, and submit timely and accurate reporting related to the company’s financial performance or strategy. These may include: income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results.
  • Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
  • Interpret and summarize results and trends for Senior Leadership.
  • Apply knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgment and precedents.
  • Draft materials to senior leadership summarizing issues and communicating solutions. Review monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development.
  • Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
  • Develop and perform testing of economic models as necessary. Maintain necessary documentation of source data, ensuring adequate support of data integrity.
  • Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
  • Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
  • Broaden understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts.
  • Maintain a strong working relationship with supported business area to complete tasks and deliver high quality work.
  • Build relationships with cross-functional departments to broaden knowledge and solve more complex situations.
  • Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
  • Assist in risk management governance and business continuity planning processes as necessary.
  • Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
  • Four years of relevant accounting or finance experience that includes complex financial analysis.
  • Ability to take direction and then work independently to meet established deadlines 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.
  • Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
  • Master’s degree in Business Administration.
  • Specific financial services or specialized industry experience.
  • Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
  • Experience with macros/VBA.
  • 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.
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