Sr Financial Analyst - Balance Sheet Advisory

Truist Bank • Charlotte, NC

1d

About The Position

Balance Sheet Advisory (BSA) is a centralized advisory function within Wholesale Finance that partners with business, Treasury, and Finance teams to help optimize the firm’s use of capital, liquidity, and balance sheet capacity. The team translates regulatory capital and balance sheet constraints into decision‑ready insights that support growth, improve returns, and ensure resources are deployed where they create the most value. This position will support Balance Sheet Advisory by independently leading analytical workstreams related to capital efficiency, RWA optimization, and return analysis. This role is designed for an experienced analyst who can operate with limited oversight, exercise sound judgment, and deliver high‑quality, business‑relevant insights to senior stakeholders. 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.

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.

Nice To Haves

• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/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.

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