Risk Data and Reporting Senior Analyst II- Finance and Risk Data Integrations

Truist; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability

401k plan

Vacation

Sick days

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist seeks a detail-oriented data professional to support data integration and reporting across ERP, finance, and risk platforms in Charlotte. The role emphasizes data analysis, validation, and translating business requirements into technical specs for technology teams.

The ideal candidate has strong SQL, BI tool experience, and solid knowledge of data warehousing concepts, ETL processes, and lending/finance data. Collaboration with LOB teams is essential for accurate mappings and governance.

Qualifications

• Bachelor's degree or equivalent.
• 7+ years of related experience or an equivalent combination of education and experience.
• Deep specialized and/or broad knowledge within a professional discipline.
• Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry.
• Strong written and verbal communication skills.
• Ability to exercise judgment in solving technical, operational, and organizational challenges.
• Ability to lead moderately complex projects and mentor teammates.

Responsibilities

• Design, implement, and execute complex recurring or ad hoc reports, analyses, data, system-related, or operational tasks.
• Investigate and research unexplained variations in reports, data, systems; explain results to management and stakeholders.
• Develop and administer controls to ensure data integrity and improve processes.
• Assist with development of departmental documentation for complex activities.
• Serve as a consultative resource on risk reporting and data-related issues; engage stakeholders to define objectives.
• Lead moderate projects with higher risks or complexity and mentor teammates.

Skills

SQL

BI tools

ETL

Data analysis

Finance data

Lending data

Communication

Education

Bachelor's degree or equivalent

Tools

ETL tools

BI tools

Job description

Need Help? Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

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

Please review the following job description: We are seeking a detail-oriented professional to support data integration and reporting initiatives across ERP and finance and risk data platforms. This role focuses on supporting data analysis, validation, and reporting to ensure accuracy and consistency. It requires the ability to gather and analyze project/downstream data mart consumers requirements, collaborate closely with Lines of Business (LOB) teams on data mapping, and translate business requirements into clear, actionable technical specifications for technology teams. The ideal candidate has working knowledge of finance data, lending data, ETL tools, BI tools, very strong in SQL and data warehouse concepts.

Essential Duties And Responsibilities

• Design, implement, and execute complex recurring or ad hoc reports, analyses, data, system-related, or operational tasks in accordance with departmental processes and controls.
• Investigate and research unexplained variations in reports, data, systems, etc. Explain results of reports and research to department management and other stakeholders.
• Develop and administer controls to ensure the integrity of departmental process. Evaluate and recommend improvements to departmental processes.
• Assist with development of departmental documentation, particularly for highly complex and technical activities.
• Serve as a consultative resource on risk reporting, data, system, or related issues. Engage with stakeholders to identify business objectives and scope solution requirements.
• Lead moderate projects with heightened risks, complexity, and resource requirements; play significant roles in larger initiatives.
• Mentor less experienced teammates to build their own technical expertise.

Qualifications

Required Qualifications:

• Bachelor's degree or equivalent
• 7+ years of related experience or an equivalent combination of education and experience.
• Deep specialized and/or broad knowledge within a professional discipline. Solid understanding of key business processes and strategies.
• Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry.
• Strong written and verbal communication skills. Ability to interpret and explain complex information to a range of audiences and build consensus among different stakeholders.
• Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities.
• Ability to lead moderately complex projects. Ability to provide direction and mentor less experienced teammates.

Preferred Qualifications:

• Graduate degree in related field
• 9+ years of related experience
• Previous experience in banking, with specific emphasis on reporting, business intelligence, systems, technology, data, risk, compliance or related areas
• Working knowledge of finance and lending data, including basic risk or credit concepts
• Familiarity with ETL tools and data pipelines used to support reporting and analytics
• Experience using BI tools to create or support reports and dashboards
• Strong SQL skills for querying, validating, and analyzing data
• Foundational understanding of data warehousing concepts and structured data models

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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