Finance – Strategic Initiatives Analyst

Truist • Atlanta, GA

2d

About The Position

The Strategic Initiatives Analyst supports Finance leadership by driving execution of business priorities through structured reporting, communications, and coordination. The role enables effective Business Office operations by developing materials, managing recurring routines, and ensuring alignment across Finance teams and enterprise partners.

The analyst evaluates Finance performance, operational metrics, strategic priorities, complex business issues, and initiative impacts. They develop recommendations, action plans, business cases, and executive-level decision-support materials; coordinate strategic initiatives and workstreams; and partner with Finance leaders to improve operating processes, governance routines, and organizational effectiveness. The role also assesses risks and dependencies and identifies ways to strengthen reporting frameworks and performance measures.

This position requires a bachelor's degree or equivalent education and related training or experience, along with 5–7 years of relevant experience. The listed shift is first shift in the United States of America. The position is regular, and the posting describes benefits available to eligible employees; specific eligibility and benefits depend on hours, position, and division.

Requirements

• Bachelor’s degree in business, Finance, or a science/academic field, or equivalent education and related training or experience.
• 5–7 years of experience in Finance, business operations, reporting, Business Office/COO, or coordination-focused roles; financial services experience is preferred.
• Advanced ability to create executive-ready materials and presentations by synthesizing complex inputs into clear, actionable leadership messaging.
• Demonstrated experience independently leading recurring reporting routines, coordinating operating forums, and driving deliverables across multiple stakeholder groups.
• Advanced facilitation and coordination skills for partnering with senior stakeholders on governance documentation, decision materials, and cross-functional priorities.
• High attention to detail and the ability to think critically and strategically, multitask, and drive change.
• Excellent organizational, interpersonal, communication, facilitation, and negotiation skills.
• Strong meeting management, conflict management, and executive presentation skills, including the ability to guide discussion, surface decisions, and drive follow-up.
• Results-oriented approach and demonstrated ability to work under difficult time constraints and required delivery dates.
• Critical and strategic thinking with a bias for action to drive change and identify process-improvement opportunities.
• Advanced proficiency in PowerPoint, Excel, and reporting/workflow tools such as Power BI, Tableau, Power Apps, Power Automate, or Microsoft Copilot, with the ability to improve or automate reporting processes.

Nice To Haves

• MBA or advanced degree.
• Advanced risk certifications focused on operational and regulatory areas of the financial services or banking industry.
• Business intelligence certification or advanced experience with tools such as Power BI, Tableau, Power Apps, or Power Automate.
• 5–7 years of Management Consulting, Business Office, or Finance transformation experience.
• Experience in financial services.

Responsibilities

• Analyze Finance business performance, operational metrics, and strategic priorities to identify risks, opportunities, and trends, and recommend actions to leadership.
• Evaluate complex business issues independently and develop strategic options, recommendations, and action plans for Finance leadership.
• Coordinate assigned strategic initiatives and workstreams, conduct analysis, assess impacts, and develop recommendations.
• Partner with Finance leaders to assess business challenges and recommend improvements to operating processes, governance routines, and organizational effectiveness.
• Develop executive-level analyses, business cases, and decision-support materials for strategic planning and leadership decisions.
• Assess risks, dependencies, and cross-functional impacts of initiatives and recommend mitigation strategies.
• Identify opportunities to improve reporting frameworks, methodologies, and performance measures.
• Synthesize complex information, draw conclusions, and provide recommendations to Finance leadership on business and operational matters.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• Vacation days (at least 10 during the first year, prorated as applicable)
• Sick days (10 during the first year, prorated as applicable)
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level