Truist · 3 weeks ago
Senior Financial Analyst (Investment Banking & Capital Markets)
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company, and they are seeking a Senior Financial Analyst to deliver financial analysis and reporting to support decision-making across lines of business. The role involves evaluating performance against plans, preparing management insights, and contributing to investment cases and value creation initiatives.
BankingFinanceFinancial Services
Responsibilities
Deliver financial analysis and reporting to support decision-making across lines of business
Evaluate performance against plans and strategic goals
Prepare management insights and contribute to investment cases and value creation initiatives
Support development of recurring forecasts and the annual financial plan
Operate with moderate autonomy and influence in financial discussions
Collaborate with business partners to align financials with operational goals
Maintain documentation and ensure accuracy of financial data
Qualification
Required
Bachelor's degree in Accounting or Finance, or equivalent education and related training
Five 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
No less than 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
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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