Sr Financial Analyst

Truist Bank•Charlotte, NC

18h•Onsite

About The Position

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. This position will sit in-office 5 days a week at 214 N. Tryon Street, Charlote, NC. No remote option available. No relocation available 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.

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.

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

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
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
10 sick days (also prorated)
paid holidays
defined benefit pension plan
restricted stock units
deferred compensation plan