Client Migrations - Business Execution Senior Analyst

Truist; Charlotte (NC); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Truist is seeking a Senior Business Execution Analyst to own complex workstreams for the Enterprise Client Migrations team. You will translate priorities into execution plans, build leadership-ready materials, and drive data‑driven decisions through dashboards (Power BI/Tableau) and SQL reporting.

In office 5 days/week, you will coordinate with Product, Digital, Technology, Marketing, Operations, Risk, and Finance, ensuring robust governance and delivery quality.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5 years of experience in business execution, operations, analytics, program delivery, consulting, or related roles.
• Demonstrated ability to independently own and deliver complex work with limited oversight.
• Strong analytical, problem‑solving, and synthesis skills, with the ability to turn ambiguity into structured outputs.
• Strong communication and collaboration skills, with experience working across multiple functional teams.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel, occasionally overnight.
• Demonstrated hands‑on experience writing complex SQL queries against large datasets.

Responsabilités

• Independently manage and execute complex workstreams or recurring business processes, owning delivery from problem definition and intake through completion.
• Translate business priorities into concrete execution plans, deliverables, timelines, and tracking mechanisms.
• Develop high‑quality analyses, dashboards, reporting (Power BI, Tableau), and decision‑support materials for leadership decision‑making and governance forums.
• Proactively manage dependencies, risks, and issues across cross‑functional partners, driving resolution and escalation as needed.
• Coordinate execution across Product, Digital, Technology, Marketing, Operations, Risk, Finance, and other partners to ensure alignment and follow‑through.
• Support or lead testing, launch readiness, validation, data reconciliation, or post‑implementation review activities for initiatives, enhancements, or process changes.
• Maintain execution artifacts, documentation, and controls that enable consistent delivery and operational rigor.
• Craft compelling narratives and executive-ready presentations for leadership forums.
• Identify execution gaps, operational risks, data quality issues, inefficiencies, and emerging business challenges; develop practical recommendations and drive improvements to strengthen outcomes.
• Serve as a reference for less experienced analysts by sharing best practices and supporting capability development.
• Partner with technology and data platform teams on data requirements and enhancements that support scalable reporting and automation.
• Write, maintain, and optimize SQL queries to identify, segment and validate client level information based on defined business rules.
• Serve as the subject matter expert on data flows from source system to reporting and maintain formal documentation.

Connaissances

Analytical thinking

Problem solving

Synthesis

Communication

Collaboration

Microsoft Office

SQL knowledge

Travel flexibility

Formation

Bachelor’s degree or equivalent experience

Outils

Power BI

Tableau

Snowflake

Description du poste

Job Details

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description: In accordance with Truist in-office expectations, this role will be in office 5 days/week.

The Senior Business Execution Analyst serves as an internal consultant and independently owns the execution of complex business workstreams, operating routines, and priority initiatives with a focus on data and insights for the Enterprise Client Migrations team. This role is accountable for translating direction into delivered outputs by managing dependencies, producing leader-ready materials, and ensuring work moves from intake through completion. Operating with a high degree of autonomy, the Senior Analyst serves as a reliable execution leader for defined areas of work—coordinating across functions, resolving issues, and maintaining execution discipline. The ideal candidate is comfortable working directly in the data to turn client-level data into clear insights that drive leadership decisions.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Independently manage and execute complex workstreams or recurring business processes, owning delivery from problem definition and intake through completion.
• Translate business priorities into concrete execution plans, deliverables, timelines, and tracking mechanisms.
• Develop high‑quality analyses, dashboards, reporting (e.g. Power BI, Tableau), and decision-support materials for leadership decision‑making and governance forums.
• Proactively manage dependencies, risks, and issues across cross‑functional partners, driving resolution and escalation as needed.
• Coordinate execution across Product, Digital, Technology, Marketing, Operations, Risk, Finance, and other partners to ensure alignment and follow‑through.
• Support or lead testing, launch readiness, validation, data reconciliation, or post‑implementation review activities for initiatives, enhancements, or process changes.
• Maintain execution artifacts, documentation, and controls that enable consistent delivery and operational rigor.
• Craft compelling narratives and executive-ready presentations for leadership forums. Simplify complex data into clear, visual storytelling that educates and influences.
• Identify execution gaps, operational risks, data quality issues, inefficiencies, and emerging business challenges; develop practical recommendations and drive improvements to strengthen outcomes.
• Serve as a point of reference for less experienced analysts by sharing best practices, reviewing work products, and supporting capability development, without formal people‑management responsibility.
• Partner with technology and data platform teams on data requirements and enhancements that support scalable, repeatable reporting and automation.
• Write, maintain, and optimize SQL queries to identify, segment and validate client level information based on defined business rules.
• Serve as the subject matter expert on how client data flows from source system to reporting and create/maintain formal documentation.

QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree or equivalent experience and related training;
• 5 years of experience in business execution, operations, analytics, program delivery, consulting, or related roles;
• Demonstrated ability to independently own and deliver complex work with limited oversight;
• Strong analytical, problem‑solving, and synthesis skills, with the ability to turn ambiguity into structured outputs;
• Strong communication and collaboration skills, with experience working across multiple functional teams;
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products;
• Ability to travel, occasionally overnight.
• Demonstrated hands‑on experience writing complex SQL queries against large datasets.

Preferred Qualifications

• Experience supporting enterprise initiatives, operating routines, or large‑scale programs in a complex organization;
• Familiarity with governance forums, business reviews, or performance management processes;
• Experience in financial services or another regulated environment.
• Experience with Snowflake or another cloud data platform
• Experience building dashboard in Power BI, Tableau, or other similar tools
• Familiarity with client, account, or relationship data in a banking environment

Benefits

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Equal Opportunity & EEO

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace.

EEO is the Law

Right to Work

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About Truist

Truist is a purpose‑driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high‑growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more on truist.com.