Finance - Strategic Initiatives Analyst

Truist; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist is seeking a seasoned Finance Transformation/Business Office professional in Atlanta to drive execution of business priorities through structured reporting, communications, and coordination. You will develop materials, manage recurring routines, and align Finance teams with enterprise partners.

The role emphasizes executive-ready analyses, governance improvements, and collaboration with senior stakeholders to enable timely decisions and organizational effectiveness.

Qualifications

• Bachelor’s degree in business, Finance or science/academic field required.
• 5–7 years of experience in Finance, business operations, reporting or COO/coordination roles.
• Ability to create executive-ready materials and presentations.
• Experience leading recurring reporting routines and coordinating forums.
• Advanced facilitation and coordination with senior stakeholders.
• Attention to detail and ability to think strategically and act with urgency.
• Strong PowerPoint, Excel, and reporting tool skills (PowerBI/Tableau).
• MBA or advanced degree and BI certifications preferred.

Responsibilities

• Analyze Finance performance, metrics, and priorities to identify risks and opportunities.
• Develop strategic options and action plans for leadership consideration.
• Support strategic initiatives, assess impacts, and develop recommendations.
• Partner with Finance leaders to improve processes and governance.
• Develop executive analyses, business cases, and decision-support materials.
• Assess risks, dependencies, and cross-functional impacts; suggest mitigations.
• Improve reporting frameworks and performance measures for better decisions.
• Synthesize information and provide leadership with actionable recommendations.

Skills

Executive communication

Stakeholder management

Strategic planning

Facilitation

Analytical thinking

Time management

Negotiation

Presentation skills

Governance coordination

Cross-functional collaboration

Education

Bachelor’s degree in business/Finance

MBA or advanced degree

Tools

PowerBI

Tableau

Power Apps

Power Automate

Microsoft Copilot

Job description

Please review the following job description:

Support Finance leadership by driving execution of business priorities through structured reporting, communications, and coordination. This role enables effective Business Office operations by developing materials, managing recurring routines, and ensuring alignment across Finance teams and enterprise partners.

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Analyze Finance business performance, operational metrics, and strategic priorities to identify emerging risks, opportunities, and trends, providing recommendations to leadership on appropriate actions.
2. Independently evaluate complex business issues and develop strategic options, recommendations, and action plans for Finance leadership consideration.
3. Support and coordinate assigned strategic initiatives and workstreams, conducting analysis, assessing impacts, and developing recommendations to support business objectives.
4. Partner with Finance leaders to assess business challenges and recommend improvements to operating processes, governance routines, and organizational effectiveness.
5. Develop executive‑level analyses, business cases, and decision‑support materials to inform strategic planning discussions and leadership decision‑making.
6. Assess risks, dependencies, and cross‑functional impacts associated with key initiatives and recommend mitigation strategies to leadership.
7. Identify opportunities to improve reporting frameworks, reporting methodologies, and performance measures to enhance decision‑making and strategic oversight.
8. Synthesize complex information, formulate conclusions, and provide recommendations to Finance leadership on business and operational matters.

QUALIFICATIONS

Required Qualifications:

1. Bachelor’s degree in business, Finance or science/academic field, or equivalent education and related training or experience.
2. 5‑7 years of experience in Finance, business operations, reporting, Business Office/COO, or coordination‑focused roles, preferably within financial services.
3. Advanced ability to create executive‑ready materials and presentations, including synthesizing complex inputs into clear, actionable leadership messaging.
4. Demonstrated experience independently leading recurring reporting routines, coordinating operating forums, and driving deliverables across multiple stakeholder groups.
5. Advanced facilitation and coordination skills to partner with senior stakeholders on governance documentation, decision materials, and cross‑functional priorities.
6. High attention to detail and ability to think critically and strategically, multi‑task, and drive change.
7. Excellent organizational, interpersonal, communication, facilitation, and negotiation skills.
8. Strong meeting management, conflict management, and executive presentation skills, with the ability to guide discussion, surface decisions, and drive follow‑up.
9. Results‑oriented and demonstrated ability to work under difficult time constraints and required delivery dates.
10. Ability to think critically and strategically with a bias for action to drive change and identify opportunities for process improvement.
11. Advanced proficiency in PowerPoint, Excel, and reporting/workflow tools (e.g. PowerBI, Tableau, Power Apps, Power Automate, Microsoft Copilot, etc.), with ability to improve or automate reporting processes.

Preferred Qualifications:

1. MBA or advanced degree.
2. Advanced risk certifications with focus on operational and regulatory areas of the financial services/banking industry.
3. Business intelligence certification / advanced experience (e.g. PowerBI, Tableau, Power Apps, Power Automate, etc.).
4. 5‑7 years of Management Consulting, Business Office, or Finance transformation experience.

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.

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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