Senior FP&A Analyst - Profit Planning & Forecasting

Hbcu Connect, Llc; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401k plan

Job summary

Truist Financial Corporation seeks a Financial Analyst to support profit planning and forecasting across LOBs. You will compile, analyze, and present reports to Executive Leadership while maintaining strong controls and documenting processes.

The role emphasizes collaboration with FP&A and various lines of business, plus building models and evaluating performance to guide strategic decisions.

Qualifications

• Bachelor's degree in Business or Finance or equivalent training.
• 2–4 years of experience in financial analysis, budgeting or forecasting.
• Ability to build financial models and analyze income statements and balance sheets.
• Drive to improve processes and efficiency.
• Flexibility in a fast-paced environment.
• Strong verbal and written communication skills.
• Proficiency in basic computer applications, including MS Office.

Responsibilities

• Support profit planning or forecasting process and related activities.
• Review submissions from LOBs and prepare consolidated reports for executives.
• Perform ad-hoc analyses using corporate tools as requested.
• Maintain controls and documentation for key processes and reports.
• Communicate findings with Truist management and cross-functional teams.

Skills

Financial analysis

Budgeting & forecasting

Financial modeling

Communication skills

Adaptability

Interpersonal skills

Microsoft Office proficiency

Education

Bachelor's degree in Business or Finance

Master's degree in Finance or MBA

Tools

Microsoft Office

SAP

Hyperion

Job description

Truist Financial Corporation seeks a Financial Analyst to support profit planning and forecasting across LOBs. You will compile, analyze, and present reports to Executive Leadership while maintaining strong controls and documenting processes.

The role emphasizes collaboration with FP&A and various lines of business, plus building models and evaluating performance to guide strategic decisions.