Truist ยท 2 hours ago
Financial Analyst
Charlotte, NC
Full-time
Onsite
Mid Level
4+ years expTruist is a financial services company seeking a Financial Analyst to serve as a strategic business consultant. The role involves providing financial analysis and guidance to support key business decisions, preparing management information, and developing financial forecasts and plans.
BankingFinanceFinancial Services
Responsibilities
Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies
Financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting
Compiles, reviews, and submits timely and accurate monthly reporting related to the Bank's financial performance or strategy. These may include: pro-forma projections for transaction, products, market segmentation strategies or acquisitions; income/expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership
Applies knowledge of best practices derived from experience to assist in solving problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents. Drafts materials to senior leadership summarizing issues and communicating solutions
Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development. Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develops and performs testing of economic models as necessary. Maintains necessary documentation of source data, ensuring adequate support of data integrity
Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintains working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. Broadens understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts
Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership. Monitors financial performance for specified LOBs. Assists in detecting changes in business trends and opportunities for improvement
Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work. Builds relationships with cross-functional departments to broaden knowledge and solve more complex situations
Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Assist in risk management governance and business continuity planning processes as necessary
Qualification
Required
Bachelor's degree in Accounting or Finance, or equivalent education and related training
Four 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
Preferred
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
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
2025-12-18
2025-12-16
Company data provided by crunchbase