Truist · 3 weeks ago
Planning and Insights Manager
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expTruist is a financial services company seeking a Planning and Insights Manager to oversee operations reporting for Retail and Small Business Banking. The role involves leading reporting and analytics efforts, designing tools for workforce insights, and managing strategic workforce plans.
BankingFinanceFinancial Services
Responsibilities
Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role
Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making
Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned
Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership
Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution
Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues
Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies
Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts
Qualification
Required
Bachelor's degree in Business, Computer Science, Economics, Mathematics/Statistics/Advanced Analytics, Marketing, Operations or a related discipline, or equivalent education and related training
12 years of related experience
Experience working with reporting and analytics tools
Demonstrated experience managing teams and projects in a complex analytical environment
Excellent problem-solving skills with a demonstrated record of success in an internal or external consulting environment
Excellent written and verbal communication skills; ability to communicate technical information to nontechnical audiences
Demonstrated experience and proficiency with Excel and Microsoft Office suite
Preferred
Master's degree in Business, Statistics, or related discipline
Demonstrated experience managing analytical projects in Financial Services or other industries with complex (multi-product, multi-channel, geographically diverse) client relationships
At least ten years' experience working with customer/prospect data in consulting, financial services, or other similar environments
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
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2026-01-15
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