Wholesale Portfolio Strategy and Reporting Consultant

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Truist Financial Corporation seeks a Senior Data & Reporting Analyst to design, develop, and maintain data assets, reporting solutions, and analytical tools supporting Credit Delivery, portfolio management, risk oversight, and regulatory compliance.

The role provides critical management reporting for credit administration activities, including portfolio monitoring, reviews, and executive dashboards. Strong analytics, Python/SQL, and BI tool proficiency are essential.

Qualifications

• Bachelor's degree in Business, Finance or related field or equivalent education and training.
• Five years of related experience in data analytics, reporting or BI roles.
• Knowledge of strategic planning, projects, and process management.
• Leadership experience and ability to mentor others.
• Strong analytical, technical, and problem-solving skills.
• Excellent communication and stakeholder collaboration abilities.

Responsibilities

• Designs, develops, and maintains data assets, reporting solutions, and analytical tools for Credit Delivery, portfolio, risk management and operations.
• Delivers regulatory, management, and operational reporting across Wholesale Credit Delivery (WCD).
• Provides insights and recommendations to leadership based on data observations.
• Collaborates with WCD analytics teams and Enterprise partners for reporting needs.
• Promotes a cohesive, inclusive culture aligned with company values.
• Ensures compliance with bank policies and risk management practices.

Skills

Python

SQL

BI tools

Data analytics

Portfolio analytics

Problem solving

Communication

Education

Bachelor's degree in Business/Finance or related field

Tools

Tableau

Power BI

Excel

Job description

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Senior Data & Reporting Analyst is responsible for designing, developing, and maintaining data assets, reporting solutions, and analytical tools that support Credit Delivery, portfolio management, risk management, and operational processes across the organization. The role provides critical management reporting and analytical support for ongoing credit administration activities, including portfolio monitoring, periodic reviews, risk oversight, regulatory reporting, and compliance requirements. Leveraging a combination of reporting, business intelligence, and data engineering expertise, the position delivers accurate, timely, and actionable insights to business leaders, Credit Delivery partners, risk teams, and senior management.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. 1. Develops and delivers ongoing regulatory, management and operational reporting in support of sound credit administration across multiple verticals in Wholesale Credit Delivery (WCD) including Annual Reviews, other periodic reviews, quarterly spreads and risk ratings, maintenance of credit files and other compliance requirements.
2. 2. Develops and delivers ongoing reporting and analytics across multiple WCD verticals regarding portfolio performance, concentrations, profitability, and segmentation in support of various portfolio meetings.
3. 3. Provides insight and recommendations, garnered from reporting and observations, to Portfolio Strategy and Reporting Manager regarding the performance of the WCD platform to guide strategic decisions.
4. 4. Partner with the Wholesale Business Enablement Data Analytics team as well as Enterprise partners for WCD reporting and data analytics/visualization needs.
5. 5. Promotes a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.
6. 6. Promotes sound risk management as the first line of defense by ensuring compliance with Bank policies for credit, underwriting, operational, regulatory, tax, legal procedures, and policies.

Required Qualifications:

• Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training
• Five years of related experience
• Knowledge or experience in strategic planning/projects/process management
• Managerial/leadership experience with supporting educational background
• Advanced knowledge of industry, market, and products
• Advanced analytical and technical skills combined with a problem-solving attitude
• Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
• Strong partnering and leadership skills

Preferred Qualifications:

• 5+ years of experience in data analytics, reporting, business intelligence, data engineering, portfolio analytics, or related roles.
• Advanced experience with Python, SQL, business intelligence, and visualization tools.
• Experience supporting credit, portfolio management, risk, banking, or financial services functions.
• Experience developing executive dashboards, management reporting frameworks, and automated reporting environments.
• Knowledge of data governance, regulatory reporting, and data quality controls.
• Familiarity with artificial intelligence (AI) and generative AI tools, including the ability to leverage AI-enabled solutions to improve reporting, analytics, operational efficiency, and business processes.
• Knowledge of Key Risk Indicator (KRI) and Key Performance Indicator (KPI) frameworks, including metric development, governance, monitoring, trend analysis, dashboard design, and executive reporting.
• Experience designing and maintaining performance measurement and risk reporting frameworks that support portfolio oversight, credit administration, operational effectiveness, and strategic decision-making.
• Demonstrated ability to translate business objectives into meaningful metrics and actionable insights for senior leadership and stakeholders.
• Demonstrated knowledge and skill in strategic data assets warehousing and transactional application data concepts and technology.
• Strong analytical, critical thinking, and problem-solving skills with the ability to independently identify and resolve complex issues.
• Experience managing multiple priorities and delivering results in a fast-paced, collaborative environment.
• Excellent verbal, written, and presentation skills with the ability to communicate complex information to technical and non-technical audiences.

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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