Strategic Financial Analyst & Planning Lead

Hbcu Connect, Llc; Richmond (VA); On-site; USD 74,000 - 134,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid vacation & sick days

Job summary

Truist is seeking a Financial Analyst to deliver comprehensive financial analysis and reporting across lines of business to support informed decision-making. The role evaluates performance against plans, prepares management insights, and contributes to investment cases and value creation initiatives.

The position develops recurring forecasts and the annual financial plan, with moderate autonomy and collaboration with partners to align financials with operations.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Five years of relevant accounting or finance experience with complex financial analysis.
• Ability to work independently and build consensus through clear communication.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office, especially 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

Financial analysis

Forecasting

Communication

Independence

Collaboration

Excel

PowerPoint

Problem solving

Education

Bachelor's degree in Accounting or Finance

Tools

Essbase/Hyperion

EPM/BPC

VBA

Job description

Truist is seeking a Financial Analyst to deliver comprehensive financial analysis and reporting across lines of business to support informed decision-making. The role evaluates performance against plans, prepares management insights, and contributes to investment cases and value creation initiatives.

The position develops recurring forecasts and the annual financial plan, with moderate autonomy and collaboration with partners to align financials with operations.