Corporate Strategy Consultant - CSBB

Hbcu Connect, Llc; Charlotte (NC); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist Financial Corporation in Charlotte, NC seeks a seasoned analyst to shape enterprise strategic initiatives. You will analyze large data sets, build actionable recommendations, and prepare executive-ready materials in PPT or Word, plus verbal updates to Strategy leaders.

The role requires in-office presence, independence, and collaboration with senior leaders to align investments with corporate strategy and performance targets.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 5+ years of work experience preferably in financial services or a regulated environment.
• Experience with data analysis, modeling, and presenting insights.
• Proven ability to synthesize data into actionable recommendations and strategic decisions.

Responsibilities

• Provide analytic support for strategic initiatives and data-driven decision making.
• Create executive presentations with clear recommendations, tradeoffs, and rationale.
• Identify information needs, gather data, perform analyses, and present findings to Strategy leaders and partners.
• Engage with the Head of Corporate Strategy & Strategic Initiatives and senior leaders independently when appropriate.
• Support investment portfolio planning discussions with executives and board as needed.
• Maintain fluency with latest reporting and data analysis tools and skills.

Skills

Data analysis

Strategic thinking

Stakeholder communication

Education

Bachelor's degree in Finance, Economics or related

Tools

Tableau

Excel

PowerPoint

Job description

Please review the following job description:

This role will be a key contributor within the Corporate Strategy & Strategic Initiatives organization. The role will be expected to help shape the prioritization of enterprise strategic initiatives by analyzing large sets of data and formulating recommendations into insightful takeaways/recommendations in PPT or word form as well as verbal updates. The individual must be comfortable independently researching and reviewing qualitative and quantitative information including but not limited to industry/internal data, customer feedback, industry trends, Truist competitive positioning, and Truists corporate strategies.

LOCATION:

** Truist in-office requirement is 5 days per week

Please note: candidate must be located in the following location:

• Charlotte, NC

No remote or telecommute option

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

• Provide analytic support (e.g., data analysis, reviewing processes, researching industry or competitor trends / benchmarks, building Excel-based models, etc.) to inform strategic initiatives (including the why and how the initiative might be required).
• Create documents and presentations for executive leadership that clearly articulate recommendations, tradeoffs, and/or strategic choices with rationale around why conclusions are being suggested/made including supporting Board materials when necessary.
• Identify required information/data sources, gather and interpret the data, execute necessary analysis, and then present findings in the form of verbal, slide, or email updates to the Corporate Strategy leaders they are supporting as well as business and functional partners across Truist.
• Engage independently with (as well as at times providing readouts directly to) the Head of Corporate Strategy & Strategic Initiatives without manager involvement.
• May be asked to maintain pulse of the strategic investment including reconciliation of funding v. plans, aiding the active disposition of ongoing investment requests and backlogs, and providing content to prepare for investment portfolio planning discussions with Executive Leadership and/or Board.
• Remain fluent with latest reporting and data analysis software and skills.

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.

• Degree in Finance, Accounting, Economics, or similar business/analytical discipline
• 5+ years of work experience preferably with a bulk of it within Financial Services or another regulated / multiple legal entity type environment
• Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization
• Proven ability to perform competitive, market, and internal product/operational analyses; comfort modeling or synthesizing directional insights that sometimes requires triangulation of various data points to derive a conclusion
• Experience with Tableau, PPT, Excel and other presentation and data automation programs

Preferred Qualifications:

• Work experience in a financial services product or client experience organization, at a consulting firm, and/or a corporate strategy organization
• Experience engaging and working around executive leaders including engaging with senior leaders somewhat independently once a relationship is built

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.

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.

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