Senior FP&A Analyst - Strategic Finance & Forecasting

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

Job summary

Truist Bank seeks a senior financial analyst for Wholesale FP&A and Advisory. You will own reporting and analytics for the wholesale lending portfolio, provide insights for growth drivers, and support monthly close, forecasting, and executive summaries. Independence and strategic influence are essential in this role.

In-office requirement is 5 days per week in Charlotte, NC, with no remote option. The role emphasizes balance sheet metrics, profitability analysis, and collaboration with LOB

Qualifications

• Bachelor's degree in Accounting or Finance or equivalent education and training.
• Five years of relevant accounting or finance experience with complex financial analysis.
• Ability to work independently after direction and to complete tasks with broader implications.
• Strong verbal and written communication skills.

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

Analytical skills

Independent work

Communication skills

Presentation skills

Team collaboration

Decision-making

Problem-solving

Financial analysis

Forecasting

Advanced Excel

Financial reporting

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Word

Outlook

Job description

Truist Bank seeks a senior financial analyst for Wholesale FP&A and Advisory. You will own reporting and analytics for the wholesale lending portfolio, provide insights for growth drivers, and support monthly close, forecasting, and executive summaries. Independence and strategic influence are essential in this role.

In-office requirement is 5 days per week in Charlotte, NC, with no remote option. The role emphasizes balance sheet metrics, profitability analysis, and collaboration with LOB