Senior Financial Analyst or Financial Manager

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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:
The Technology, Data, and Operations Finance team is expanding and seeking innovative, builder-minded professionals to help us navigate the challenges of growing responsibilities and advancing reporting capabilities. This role serves as a strategic finance manager to Wholesale Technology & Operations, providing financial analysis and guidance for high-impact decisions to key partners. Owns month end reporting and analysis, forecasting, annual plan, and collaborating with partners on monthly reviews. Operates with a high degree of independence and strategic influence. Role will need to focus on operational aspects as well as investment/project side to execute new demand needs from Wholesale segment.
Position will sit on site at one of the posted locations. No remote option available. No other locations will be considered.
ESSENTIAL DUTIES AND RESPONSIBILITIES : Financial Manager
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.

Serve as a strategic business consultant to supported lines of business.
Lead performance evaluations and prepare executive-level financial insights.
Own development of short- and long-term forecasts and the annual financial plan.
Provide financial guidance for new product development, pricing, and investment opportunities.
Mentor analysts and ensure data integrity and reporting accuracy.
Coordinate with cross-functional teams to support strategic initiatives.
Ensure compliance with GAAP and internal financial controls.

QUALIFICATIONS
Required Qualifications: Financial Manager
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor's degree in Accounting or Finance, or equivalent education and related training.
Eight years of relevant accounting or finance experience that includes complex financial analysis.
Ability to work independently with minimal guidance. Proactive in completing tasks and producing deliverables.
Sound and comprehensive understanding of business and organizational strategies and processes. Ability to build consensus through communication and presentation of factual and relevant information.
Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
Strong analytical and problem-solving skills.
Sound and logical decision-making abilities.
Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
Familiarity with GAAP. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Preferred Qualifications: Financial Manager

Supervisory experience
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.
Analytical experience
Problem-solving
Experience reviewing large amounts of financial data.
Experience using Alteryx or Tableau

ESSENTIAL DUTIES AND RESPONSIBILITIES : Senior Financial Analyst
Job Profile Summary
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.
Job Description
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.

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.

QUALIFICATIONS
Required Qualifications: Senior Financial Analyst
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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: Senior Financial Analyst

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.
Analytical experience
Problem-solving
Experience reviewing large amounts of financial data.
Experience using Alteryx or Tableau

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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