Truist · 1 month ago
Sr. Manager, Business Financial Performance
Charlotte NC - 214 North Tryon Street
Full-time
Onsite
Senior Level
7+ years expTruist Bank is a leading financial institution seeking a Senior Manager for their Business Financial Performance team. This role focuses on developing and advising on financial decision-making frameworks and methodologies to optimize financial performance and drive shareholder value across the organization.
BankingFinanceFinancial Services
Responsibilities
Partner with a broad range of organizational stakeholders in designing, elaborating, testing, analyzing, advancing and/or maintaining one or more financial methodology standards under coverage
Provide ongoing research, testing, industry benchmarking and continuous communication with the lines of business regarding upcoming changes and pro-forma impacts
Execute against the team’s stated Roadmap towards best-in-class financial methodologies and proposed financial management target-state systems, including financial resource allocation targets across Lines of Business and other strategic initiatives
Coordinate and communicate with key stakeholders across Corporate Treasury, Model Risk, Controllers, and others, to stay abreast of regulatory, accounting or modeling changes that may have broad enterprise implications; and provide independent perspective on Client and Business Profitability implications to internal partners and Line of Business stakeholders
Lead governance and/or working group routines as the SME of enterprise methodologies for specific standards, adopting considerations and concerns by stakeholders, ensuring proper handoff to stakeholders and integration teams when applicable
Demonstrate strategic thinking, collaborative demeanor, proactive behavior and maintain stakeholders on-topic to drive decisioning
Use excellent interpersonal, organizational, and communication skills, including the ability to think clearly and articulate nuanced information in a concise and effective manner to a wide variety of audiences
Demonstrate ability to prioritize well in a dynamic environment and deliver solution-oriented work that reflects independent and proactive consideration of issues
Gather data and perform analysis to properly test and validate proposals, understand and summarize Business Unit and Segment-level implications and communicate effectively with stakeholders
Develop and update documentation around financial methodologies and frameworks, and onboard new stakeholders as needed
Prepare executive documents or presentations to include design, considerations, implications, key findings and recommendations
Lead or support other ad-hoc projects or analyses as needed by executive and senior management
Qualification
Required
7-10 years of financial services, banking, and/or management consulting trajectory, with experience in Treasury, Financial Risk Management, FP&A or similar roles
Familiarity with banking balance sheet products and concepts (e.g., institutional and retail loan structures, exposures, collateral) and core lines of business
Experience in one or more key bank measurement systems (e.g., product or client-level cost allocation, cost taxonomies, regulatory/economic capital, FTP); or financial modeling (e.g., credit risk models, complex financial statement modeling, balance sheet optimization)
Basic understanding of financial performance management theory and practice (e.g., Cost of Capital, RAROC, EVA, SVA)
Working knowledge of standard bank regulatory metrics under Basel framework (e.g., RWA, CET1, TLAC, LCR, NSFR) and implications for enterprise-wide and instrument-level financial resource management considerations
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
Preferred
Master's degree in business, finance, business analytics, mathematics, or other quantitative field and/or completion, or demonstrated progress toward, a relevant certification (e.g., CFA, CPA, FRM, CQF, CTP)
Previous experience in 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
Experience engaging with LOB or client teams in a negotiating and/or advisory capacity to discuss technical matters relevant to the financial services industry
Experience supporting initiatives across multiple functional groups
Experience presenting in formal forums (e.g., ALCO, Risk committees) and/or driving formal routines with senior stakeholders
Experience in a review and challenge role
Strong in Excel and PowerPoint
The following skills are not required to perform current job duties but will be considered a plus: understanding and basic experience implementing ad hoc scripts with SQL and/or Python; VBA experience; mastery of any advanced data tools
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 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
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