Truist · 1 month ago
Manager, Business Financial Performance
Atlanta GA - 303 Peachtree Street - Truist Plaza
Full-time
Onsite
Mid, Senior Level
7+ years expTruist Bank is a leading financial institution seeking a Manager in Business Financial Performance. This role involves analyzing and evaluating bank asset generation and capital deployment opportunities to align with the company's strategic, financial, and risk management objectives.
BankingFinanceFinancial Services
Responsibilities
Provide enterprise-level focus across all portfolios originated and held by business units – helping ensure the company is allocating balance sheet capacity to assets which provide strong returns and are aligned with enterprise strategy
Conduct ad-hoc analyses on target asset portfolios to better understand portfolio opportunities and future performance
Analyze loan portfolios and new production (ROE, RWA usage, and other risk and performance parameters)
Leverage historical data to inform forward-looking views of risks and returns and contribute to driving balance sheet/loan portfolio recommendations
Engage with business units (“BU”) and conduct reviews and analyses of BU capital usage and asset returns performance
Contribute to developing and continually enhancing risk-adjusted profitability framework of capital deployment options
Conduct TSR (total shareholder return) analyses of certain corporate actions and capital deployment opportunities
Use excellent interpersonal, organizational, and written communication skills, including the ability to think clearly and articulate nuanced information in a concise and effective manner to a wide variety of audiences
Prepare high quality PowerPoint presentations to communicate in a very professional and polished manner both technical findings and strategic recommendations to executive audiences
Qualification
Required
7 or more years of financial services, banking, and/or management consulting trajectory, or a combination thereof, preferably with direct experience in Treasury or Financial Risk Management roles
Experience with wholesale and/or consumer balance sheet products in a credit, pricing, underwriting, structuring or finance role
Conversant in banking balance sheet products and related concepts (e.g., institutional and retail loan structures, exposures, collateral) with proven understanding of banking book valuation considerations
Demonstrated experience in one or more banking product measurement and management systems (e.g., product or client-level pricing, expected loss models, FTP, regulatory/economic capital) and basic understanding of financial performance management theory and practice (e.g., RAROC, EVA, NPV, SVA, TSR)
Knowledge of theoretical and practical accounting and finance concepts and techniques (cash flow models, loan pricing, cost analysis, etc.), including the ability to perform the mathematical calculations, develop models, tools and methods to replicate financial mathematics of various financial instruments
Working knowledge of standard bank regulatory metrics under Basel framework (e.g., RWA, TLAC, LCR, NSFR) and implications for enterprise-wide and instrument-level financial resource management considerations
Experience in financial modeling (e.g., credit risk models, balance sheet optimization, complex financial statement modeling, investment banking)
Knowledge of theoretical and applied accounting and finance concepts and techniques (e.g., cash flow models, loan pricing, cost analysis, etc.), including the ability to perform select calculations of various financial instruments' performance and cash flows
Mastery of Excel and advanced data tools (e.g. VBA). Understanding and basic experience implementing ad hoc scripts with Python or SQL a plus
Strong critical thinking skills: ability to synthesize complex information
Preferred
Previous experience in bank sector's Corporate Finance, Treasury, Capital Management and Optimization, Financial Risk Management, Corporate Development, Transaction Advisory or Investment Banking; or in-depth experience with wholesale and/or retail credit products in a credit, pricing, structuring or finance role
Master's degree in business, business analytics, mathematics, finance, or other quantitative field and/or completion, or demonstrated progress toward, a relevant certification (e.g., CFA, CPA, FRM, CTP) strongly preferred
Experience engaging with internal LOBs or external corporate or institutional clients in an advisory capacity to discuss technical matters relevant to the financial services industry
Previous experience presenting in formal forums (e.g., ALCO, Risk committees) and/or driving formal routines with senior stakeholders helpful
Competency with Hyperion / Essbase
Other technical skills a plus, incl. mastery of any advanced data tools
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
Company data provided by crunchbase