Strategic FP&A Analyst — Profit Planning & Forecasting

Crump Life Insurance Svcs Inc; Charlotte (NC); On-site; USD 75,000 - 105,000; Full time

Job summary

Truist Financial Corporation is seeking a finance professional to provide analytical support for profit planning and forecasting, including month-end reporting and performance analysis. You will collaborate with lines of business and management to evaluate results and drive improvements.

The role emphasizes strong communication, modeling capability, and adaptability in a dynamic financial environment, with responsibilities across reporting and cross-functional coordination.

Qualifications

• Bachelor's degree in Business or Finance or equivalent education
• 2–4 years of experience in financial analysis or corporate budgeting/profit planning/forecasting
• Ability to perform financial modeling and analysis of income statement and balance sheet accounts
• Vision and drive to evaluate processes for efficiency and continuous improvement
• Ability to adapt in a fast-paced environment
• Strong interpersonal and written communication skills
• Proficiency in basic computer applications including Microsoft Office

Responsibilities

• Support the Corporation's profit planning or forecasting process; review submissions from LOBs and communicate with end-users
• Compile reports from an LOB and consolidated perspective for executive presentation
• Perform ad-hoc analyses using Truist tools as requested by Management Reporting Manager
• Maintain controls and documentation covering key processes and reports
• Support development of accurate profit plans and forecasting with understanding of drivers of business results
• Perform variance analysis comparing plans to actuals and prior forecasts for performance assessment
• Facilitate training on profit planning processes and cross-train on related areas
• Communicate effectively with Truist Management, lines of business, and internal departments

Skills

Financial modeling

Interpersonal skills

Communication skills

Analytical thinking

Advanced Excel

Education

Bachelor's degree in Business or Finance

Master's degree in finance or MBA

Tools

SAP

Hyperion

Job description

Truist Financial Corporation is seeking a finance professional to provide analytical support for profit planning and forecasting, including month-end reporting and performance analysis. You will collaborate with lines of business and management to evaluate results and drive improvements.

The role emphasizes strong communication, modeling capability, and adaptability in a dynamic financial environment, with responsibilities across reporting and cross-functional coordination.