Sr. Financial Analyst IBCM CFO Group

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

Need Help?

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Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role delivers financial analysis and reporting to support decision-making across lines of business. Evaluates performance against plans and strategic goals, prepares management insights, and contributes to investment cases and value creation initiatives. Plays a key role in developing recurring forecasts and the annual financial plan, with moderate autonomy and influence.

• 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.

Required Qualifications:

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Five years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Ability to work well with others in a dynamic, team-oriented environment.
• Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Preferred Qualifications:

• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master's degree of MBA
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.

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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