Senior Financial Analyst: Strategy, Forecasting & Insights

Truist; Charlotte (NC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist is seeking a seasoned financial professional to deliver in-depth financial analysis and reporting to support decision making across lines of business. You will evaluate performance against plans and contribute to investment cases while developing recurring forecasts and the annual plan.

The role requires strong analytical and communication skills, with the ability to work independently and collaborate with business partners to align financials with operational goals.

Qualifications

• Bachelor's degree in Accounting or Finance or equivalent education and training.
• Five years of accounting/finance experience with complex financial analysis.
• Ability to work independently after direction and analyze broader implications.
• Strong communication to present facts and influence decisions.
• Proficiency in Excel, PowerPoint, Word, Outlook and related software.

Responsibilities

• Deliver financial analysis and reporting to support decisions across lines of business.
• Evaluate performance against plans and strategic goals.
• Prepare management insights and contribute to investment cases and value creation.
• Develop recurring forecasts and the annual financial plan.
• Collaborate with partners to align financials with operations and maintain data accuracy.

Skills

Analytical thinking

Strong communication

Independent work

Collaborative team player

Problem solving

Education

Bachelor's degree in Accounting or Finance

MBA

CPA

CMA

CFA

Tools

Essbase/Hyperion

EPM/BPC

Macros/VBA

MS Office (Excel, PowerPoint, Word, Outlook)

Job description

Truist is seeking a seasoned financial professional to deliver in-depth financial analysis and reporting to support decision making across lines of business. You will evaluate performance against plans and contribute to investment cases while developing recurring forecasts and the annual plan.

The role requires strong analytical and communication skills, with the ability to work independently and collaborate with business partners to align financials with operational goals.