Enterprise Technology – Financial Planning & Analysis Leader

Enterprise Technology – Financial Planning & Analysis Leader

Requirements

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Ten years of relevant accounting or finance experience that includes complex financial analysis.
• Incumbent must possess the experience and business vision to provide leadership to support to the division manager and Executive leadership.
• 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, with specific knowledge of GAAP related to supported LOBs. High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products. Financial Modeling experience.

Responsibilities

• Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
• Senior Financial Manager role that coordinates financial analysis and reporting process workflow within team. Provide leadership, talent development, and mentoring for team members to improve their own technical expertise; review and approve work of other team members. Foster a team environment that promotes diversity and inclusion broadly across the organization. Ensure that changes to reporting process workflow and/or data source are documented and communicated to downstream reporting groups.
• Identifies and resolves technical, operational, risk management, business, and organizational challenges. Understands & exemplifies Truist’s risk appetite; adheres to both the letter and spirit of applicable corporate policies, procedures, processes, standards and regulatory/compliance requirements. Takes a new perspective on existing solutions to propose innovative solutions. Establishes long-term solutions for continuous improvement. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.
• Lead assigned LOBs through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments. This includes working closely with Executive Management and LOB Senior Leadership to develop the annual budget. Serve as central coordination point between the Corporate Financial Planning department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans. Work closely with LOB Senior Leadership to ensure their agreement with, and incorporate their directives into, the division’s overall financial plan.
• Serve as the centralized contact point for the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions and provide feedback to the LOBs on the data submitted.
• Work closely with LOB Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction. Responsibilities may include preparation of presentations regarding new business or product initiatives, financial results of the LOB group, budget and corporate plan results, preparation and maintenance of various management reports, support and coordination of the strategic planning processes for the assigned LOB units, support and coordination of the annual IT Strategic Project process, coordination with Enterprise Support Services and IT in carrying out their responsibilities for assigned LOBs; financial analysis and operational support for merger and acquisition opportunities, and serve on special LOB projects as requested.

Preferred Qualifications

• 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.
• Experience partnering in either a Finance or Business Management leadership capacity and providing financial insights/recommendations to senior management
• Advanced PowerPoint skills and creating executive materials and decks
• Ability to present information in a clear and concise manner that tells the story behind the financials in a factual and compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Excellent time management skills and ability to multi-task and handle competing priorities under pressure
• Demonstrated track record of successfully building organizational capability including high performing teams, process, and technology