Strategic Initiatives Analyst, Finance & Exec Reporting

Truist; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k) plan with company match

Paid vacation and holidays

Disability and life insurance

Job summary

Truist is seeking a Finance Strategy and Operations professional in Charlotte to drive execution of business priorities. You will craft executive-ready materials, coordinate recurring reporting, and align Finance with enterprise partners through structured communications and governance enhancements.

You will analyze performance, develop strategic options, and support initiatives with cross-functional impact assessments and actionable recommendations.

Qualifications

• Bachelor’s degree in business, Finance or science/academic field, or equivalent education and related training or experience.
• 5-7 years of experience in Finance, business operations, reporting, Business Office/COO, or coordination-focused roles, preferably within financial services.
• Advanced ability to create executive-ready materials and presentations, including synthesizing complex inputs into clear, actionable leadership messaging.
• Demonstrated experience independently leading recurring reporting routines, coordinating operating forums, and driving deliverables across multiple stakeholder groups.
• Advanced facilitation and coordination skills to partner with senior stakeholders on governance documentation, decision materials, and cross-functional priorities.
• High attention to detail and ability to think critically and strategically, multi-task, and drive change.
• Excellent organizational, interpersonal, communication, facilitation, and negotiation skills.
• Strong meeting management, conflict management, and executive presentation skills, with the ability to guide discussion, surface decisions, and drive follow-up.
• Results-oriented and demonstrated ability to work under difficult time constraints and required delivery dates.
• Ability to think critically and strategically with a bias for action to drive change and identify opportunities for process improvement.
• Advanced proficiency in PowerPoint, Excel, and reporting/workflow tools (e.g. PowerBI, Tableau, Power Apps, Power Automate, Microsoft Copilot, etc.), with ability to improve or automate reporting processes.

Responsibilities

• Analyze Finance business performance, operational metrics, and strategic priorities to identify risks, opportunities, and trends.
• Develop strategic options, recommendations, and action plans for Finance leadership consideration.
• Support and coordinate assigned strategic initiatives and workstreams with analysis and impact assessments.
• Partner with Finance leaders to assess challenges and improve operating processes and governance routines.
• Develop executive-level analyses, business cases, and decision-support materials.
• Assess risks, dependencies, and cross-functional impacts for key initiatives and propose mitigations.
• Improve reporting frameworks, methodologies, and performance measures.
• Synthesize complex information and provide recommendations to Finance leadership.

Skills

Executive-ready materials

Coordination

Leadership

Communication

Facilitation

Negotiation

Education

Bachelor’s degree in business/Finance/science

MBA or advanced degree (preferred)

Tools

PowerPoint

Excel

Power BI

Tableau

Power Apps

Power Automate

Microsoft Copilot

Job description

Truist is seeking a Finance Strategy and Operations professional in Charlotte to drive execution of business priorities. You will craft executive-ready materials, coordinate recurring reporting, and align Finance with enterprise partners through structured communications and governance enhancements.

You will analyze performance, develop strategic options, and support initiatives with cross-functional impact assessments and actionable recommendations.