Finance – Strategic Initiatives Analyst

Truist; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k) plan with company match

Paid vacation and holidays

Disability and life insurance

Job summary

Truist is seeking a Finance Strategy and Operations professional in Charlotte to drive execution of business priorities. You will craft executive-ready materials, coordinate recurring reporting, and align Finance with enterprise partners through structured communications and governance enhancements.

You will analyze performance, develop strategic options, and support initiatives with cross-functional impact assessments and actionable recommendations.

Qualifications

• Bachelor’s degree in business, Finance or science/academic field, or equivalent education and related training or experience.
• 5-7 years of experience in Finance, business operations, reporting, Business Office/COO, or coordination-focused roles, preferably within financial services.
• Advanced ability to create executive-ready materials and presentations, including synthesizing complex inputs into clear, actionable leadership messaging.
• Demonstrated experience independently leading recurring reporting routines, coordinating operating forums, and driving deliverables across multiple stakeholder groups.
• Advanced facilitation and coordination skills to partner with senior stakeholders on governance documentation, decision materials, and cross-functional priorities.
• High attention to detail and ability to think critically and strategically, multi-task, and drive change.
• Excellent organizational, interpersonal, communication, facilitation, and negotiation skills.
• Strong meeting management, conflict management, and executive presentation skills, with the ability to guide discussion, surface decisions, and drive follow-up.
• Results-oriented and demonstrated ability to work under difficult time constraints and required delivery dates.
• Ability to think critically and strategically with a bias for action to drive change and identify opportunities for process improvement.
• 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.

Responsibilities

• Analyze Finance business performance, operational metrics, and strategic priorities to identify risks, opportunities, and trends.
• Develop strategic options, recommendations, and action plans for Finance leadership consideration.
• Support and coordinate assigned strategic initiatives and workstreams with analysis and impact assessments.
• Partner with Finance leaders to assess challenges and improve operating processes and governance routines.
• Develop executive-level analyses, business cases, and decision-support materials.
• Assess risks, dependencies, and cross-functional impacts for key initiatives and propose mitigations.
• Improve reporting frameworks, methodologies, and performance measures.
• Synthesize complex information and provide recommendations to Finance leadership.

Skills

Executive-ready materials

Coordination

Leadership

Communication

Facilitation

Negotiation

Education

Bachelor’s degree in business/Finance/science

MBA or advanced degree (preferred)

Tools

PowerPoint

Excel

Power BI

Tableau

Power Apps

Power Automate

Microsoft Copilot

Job description

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.

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.

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.

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

• 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. EEO is the Law E-Verify IER Right to Work 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 about Truist on truist.com.