Senior Financial Analyst — Forecasting, Insights & Strategy

Socket.dev; Richmond (VA); On-site; USD 74,000 - 134,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist Financial Corporation is seeking a financial analyst to deliver analyses and reporting that guide decisions across business lines. The role evaluates performance against plans, prepares insights for investment cases, and supports recurring forecasts in a collaborative environment.

Responsibilities include maintaining accurate financial data, aligning financials with operations, and communicating findings with strong analytical and presentation skills.

Qualifications

• Bachelor's degree in Accounting or Finance or equivalent education
• Five years of relevant accounting or finance experience including complex financial analysis
• Ability to work independently and take direction with broader implications
• Strong verbal and written communication skills
• Proficiency in MS Office applications (Excel, PowerPoint, Word, Outlook)

Responsibilities

• Deliver financial analysis and reporting to support decision-making across lines of business
• Evaluate performance against plans and strategic goals
• Prepare management insights and contribute to investment cases and value creation initiatives
• Support development of recurring forecasts and the annual financial plan
• Operate with moderate autonomy and influence in financial discussions
• Collaborate with business partners to align financials with operational goals
• Maintain documentation and ensure accuracy of financial data

Skills

Five years experience

Analytical skills

Communication skills

Team collaboration

MS Office proficiency

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Word

Outlook

Job description

Truist Financial Corporation is seeking a financial analyst to deliver analyses and reporting that guide decisions across business lines. The role evaluates performance against plans, prepares insights for investment cases, and supports recurring forecasts in a collaborative environment.

Responsibilities include maintaining accurate financial data, aligning financials with operations, and communicating findings with strong analytical and presentation skills.