Finance Strategy & Initiatives Analyst

Truist Financial; Charlotte (NC); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Paid holidays

Job summary

Truist Financial in Charlotte, NC seeks a senior finance professional to drive execution of business priorities through structured reporting, communications, and coordination. The role develops materials, manages recurring routines, and aligns Finance with enterprise partners.

The candidate will analyze performance, create executive-ready analyses, and lead governance and reporting improvements across multiple stakeholder groups under tight timelines.

Qualifications

• Bachelor's degree in business, finance or science or equivalent education and related training.
• 5–7 years of experience in finance, business operations, reporting, or COO coordination, preferably in financial services.
• Ability to create executive-ready materials and presentations.
• Experience leading recurring reporting routines and coordinating across stakeholder groups.
• Strong facilitation and senior stakeholder collaboration on governance and decision materials.
• Detail-oriented with strategic, critical thinking and multi-tasking abilities.
• Excellent organizational, interpersonal, and negotiation skills.
• Proven ability to drive timely delivery under deadlines.
• Proficiency with PowerPoint, Excel and reporting tools such as PowerBI/Tableau.

Responsibilities

• Analyze Finance performance, operational metrics, and strategic priorities to identify risks, opportunities, and trends, and advise leadership on actions.
• Independently evaluate complex business issues and develop strategic options, recommendations, and action plans for Finance leadership.
• Support and coordinate assigned strategic initiatives and workstreams, conducting analysis, assessing impacts, and developing recommendations to support business objectives.
• Partner with Finance leaders to assess business challenges and recommend improvements to operating processes, governance routines, and organizational effectiveness.
• Develop executive-level analyses, business cases, and decision-support materials to inform planning discussions and leadership decisions.
• Assess risks, dependencies, and cross-functional impacts for key initiatives and propose mitigation strategies to leadership.
• Identify opportunities to improve reporting frameworks, reporting methodologies, and performance measures for better decision-making.
• Synthesize complex information, formulate conclusions, and provide recommendations to Finance leadership.

Skills

Executive presentation

Strategic thinking

Stakeholder coordination

Analytical reporting

Attention to detail

Organizational skills

Communication skills

Negotiation skills

Time management

Education

Bachelor's degree in business, Finance or science

Tools

PowerPoint

Excel

PowerBI

Tableau

Power Apps

Power Automate

Microsoft Copilot

Job description

Truist Financial in Charlotte, NC seeks a senior finance professional to drive execution of business priorities through structured reporting, communications, and coordination. The role develops materials, manages recurring routines, and aligns Finance with enterprise partners.

The candidate will analyze performance, create executive-ready analyses, and lead governance and reporting improvements across multiple stakeholder groups under tight timelines.