Senior Financial Reporting Analyst

Truist•Charlotte, NC

1d•Onsite

About The Position

The Senior Financial Reporting Analyst position involves completing and interpreting complex financial and business analyses, including financial ratios, trend analyses, revenue performance, and expense management. This role requires coordination with other departments to prepare these analyses and to bring inconsistencies and problems to management's attention. The analyst will also provide project financial analyses for initiatives with potential financial reporting impact. Key responsibilities include collaborating across the Finance division to ensure financial integrity, sound controls, and procedures. The role supports reporting and analysis for various stakeholders such as lines of business management, Investor Relations, and regulatory agencies. As a financial professional, this role applies in-depth knowledge within its discipline and a deeper understanding of business concepts and principles to produce relevant financial analysis and reporting. This includes compiling and reviewing timely and accurate reports on the company’s financial performance, such as income/expense or balance sheet analysis, variance analysis with explanations, and summaries, charts, and graphs of key results. Ensuring source data is reliable, complete, and well-documented is crucial. The analyst will interpret and summarize results and trends for management, apply best practices to solve complex operational or technical problems, and draft materials summarizing issues and communicating solutions. There is also an emphasis on updating and automating the retrieval and compilation of financial information using data analytic tools and artificial intelligence. Maintaining a working knowledge of generally accepted accounting principles (GAAP) and broadening understanding of complex accounting, profitability, regulatory, and business segment nuances are essential. Building and maintaining strong working relationships with supported business areas and cross-functional departments is key to completing tasks, delivering high-quality work, and solving complex situations. The role also involves coordinating with internal and external audits and examinations and assisting in risk management governance and business continuity planning processes as necessary.

Requirements

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.

Nice To Haves

Certified Public Accountant.
Master’s degree in Business Administration.
Financial services or banking experience.
Experience with Essbase/Hyperion, Workiva WDesk, or other enterprise accounting software.

Responsibilities

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.
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 various stakeholders including lines of business management, Investor Relations, and various regulatory agencies.
Compile and review timely and accurate reporting related to the company’s financial performance.
Ensure that source data is reliable, complete and documentation is maintained to support data integrity initiatives.
Interpret and summarize results and trends for management.
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, research, judgment and precedents.
Draft materials for management summarizing issues and communicating solutions.
Update and automate retrieval and/or compilation of financial information using data analytic tools and artificial intelligence.
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.
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.
Assist in risk management governance and business continuity planning processes as necessary.